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How do I get started with Access Management in Trackunit Manager?
How do I get started with Access Management in Trackunit Manager?

With Access Management you can quickly and easily oversee access on a day-to-day basis to ensure operators are safe and assets are secure.

Updated this week

You need to have an Admin or Fleet Admin role to be able to use Access Management in Trackunit Manager. Read more about user roles here

Note:

  • To use a Digital Key*, your asset needs a Bluetooth-enabled TU600 or TU700 and a relay

  • To use the other key types, you require a DualID or a K300 keypad

* Not currently widely available from Trackunit in North America. Exceptions exist for select Trackunit partners. For more information, contact Trackunit.

How do I start?

Do you have your Raw device and your keypad installed, activated and verified? Then you are ready to proceed with the first steps of Access Management.

Within the Access Management app in Trackunit Manager, you can

  • create operators

  • create keys

  • assign keys to operators

  • edit the details or delete keys and/or operators

You can always go in an create operators and keys, but we recommend that you follow the order below:

  1. Create an operator

  2. Create a key for the operator

  3. Assign the key to the operator

Watch the short video below to see how to complete the first steps. Alternatively, you can keep reading this article for a detailed description of the actions you can take in Access Management.

How do I create an operator

To create a single operator:

Sign in to Trackunit Manager

  1. Go to the Access Management app on the left side menu

  2. Click Create new operator in the upper right corner

  3. Fill in the operator form. Name is a required field

  4. Optional: If you want to notify the operator, fill in the operator phone number (including country code) and click the Send SMS invitation checkbox

  5. Click Create new operator button

💡 Tip: Your operator is now created, and you can go ahead and create a new key for the operator by clicking "Keys" --> "Create new key" from Operator home.

Alternatively, you can create a new key from the main Access Management dashboard, and assign it to an operator from there (see "How do I create a key and assign it to an operator" further down in this article).

To create multiple operators (bulk upload):

Sign in to Trackunit Manager

  1. Go to the Access Management app on the left side menu

  2. Click Upload operators

  3. Drop a CSV or EXCEL file in the drop zone (you can download data format templates using the Download CSV Template or Download Excel Template)

  4. Select the operators you want to import in the left hand column or select all by clicking the top box

  5. Click Import selected (your can send SMS invites to all the imported operators, if you click the Send SMS invitation to selected operators after creation)

How do I create a key and assign it to an operator

Sign in to Trackunit Manager

  1. Go to the Access Management app on the left side menu

  2. Click Keys

  3. Click Create new key


    Note: To assign Operators to keys, you need to select Personal key.
    Non-personal keys will not be assigned to any specific operators.


  4. Select an operator from the list

    Add key and operator.png

  5. Click Next

  6. Select from the list which assets the operator is permitted to access, then click Next

  7. Select which key type the operator should use to access the asset and set From and To dates

  8. Click Next

  9. Review and click Create key

key type and assets.png

How do I edit or delete a key

Sign in to Trackunit Manager

  1. Go to the Access Management app on the left side menu

  2. Click Keys

  3. Select the key(s) you want to edit and click Edit in the appearing action bar

  4. In the dialog box you will be able to edit:

    • End date

    • Description

    • Company name

  5. To delete a key, select the key(s) you want to delete and click Delete in the appearing action bar

operator keys 2.png


💡 Tip:

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