Creating a Child User Group in MZone: A Step-by-Step Guide
Step 1: Logging
into the MZone Parent Group Begin by accessing the MZone parent group using the
designated credentials. This login provides you with access to the main
account.
Step 2: Creating a
Child User Group Navigate to Configuration: After logging in, access the
"Configuration" dropdown menu located on the left-hand side of the
interface.
- Select Users: From the dropdown menu, click
on "Users".
- Choose User Groups: Within the Users
section, select "User Groups" to initiate the creation of a new user
group.
Step 3: Adding a
New User Group
- Initiate Addition: Click on the "Add
User Group" button, usually positioned at the top-right corner.
- Enter Details:
- Description: Provide a clear description for
the new user group.
- Currency: Specify the currency settings
applicable to this user group.
- Fuel Reporting Start Date: Set today's date
as the start date for fuel reporting.
- Custom theme: Here, you can customize your interface preferences and choose how you want everything to be displayed according to your personal preferences.
- Timezone: Select the appropriate timezone
for the user group.
Step 4: Configure
Modules and Features
- Module Selection: Choose the specific
features and tools that you want to make available to this user group within
MZone.
Step 5: Creating an
Administrator Assign Administrator: It’s important to assign an administrator
whenever creating a new user group:
- First Name, Last Name: Enter the
administrator’s details.
- Language: Select the preferred language for
the administrator.
- Email: Input the administrator’s email
address.
- Username: Enter the administrator’s
username.
- Password: Enter a password.
- Confirm Password: Confirm the password.
Step 6: Rules
(Rules Engine Configuration)
- The rules used for MRM can be either kept as
the default settings or customized. These rules allow you to set thresholds for
different categories, such as early arrival. For example, if you set an early
arrival threshold of 30 minutes, any arrival 28 minutes before the scheduled
time will be categorized as "early".
Step 7: Settings
- You can choose to keep the notifications or
alerts as pop-ups that appear at the bottom of the screen, or you can make them
non-intrusive. To disable them (make them non-intrusive), simply toggle on the icon.
- Location Description Format: This allows you
to customize how the address appears in MZone.
- Rules Engine: This section can be left
blank and configured at a later stage.
- The first three options are
used to set up how you want the MRM solution to work.
- If the customer wants Google
Maps in MZone, they can provide an API key. You can then set it up under
"Map View - Google API Key.
Step
8: Security
- Session Time Out: Activating this feature
will automatically log you out of MZone if it remains idle for an extended
period.
- Regular Password Change: Enable this option
to enforce periodic password changes for users, such as every 30 days.
- New User Password Change: Enable this to
prompt users with default passwords to change them upon their first login.
- Disable Users for Inactivity: Enabling this
will automatically deactivate users who have been inactive on MZone for the
specified interval period.
Step 9:
Integrations
- The first two parts of this section are for
CIPIA, and the other two are for configuring Fleet Drive.
- If you wish to modify the terms and
conditions displayed on the mobile app, click on the circle icon next to
the T&C section. This will allow you to enter a URL.
After completing
all of the above steps, you can click 'Save' to finalize the creation of the
User Group.
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