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How to Edit User Permissions or User Permission Template

Edits to the permissions of a logged-in user(s) will not be applied until the user(s) have logged out and logged back in.

  1. Go to Maintenance > Users.

  2. Click the user you would like to edit or click the action menu at the end of the row and select Edit

  3. Click the save button at the bottom.

Tip

Quick Tip

You can open 2 edit forms by selecting the checkboxes of the users and clicking the edit pencil icon in the top right.

Excerpt
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nameEnable permission

Please go to Maintenance > Users to enable the permission.

How to View the Audit Log for a User Permission Set or Template

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Tip

Quick Tip: Click the documentation icon to view documentation related to the section that the permission applies to or see User Permissions - Definitions for more information.

Field Name

Description

User Name

The user ID, or username, that the permissions are for.

User Type

Inherit Permissions From

Allows a user to inherit permissions from a template or an existing user. 

Users who inherit permissions from a template or another user have an identical set of permissions. If a change is needed, edit the parent template and those changes are seen in all users who inherit those permissions. To remove inheritance and create an individual user setting, click "Inherit Permissions From" button, and select the blank option at the top of the drop-down selection.

Setting Inherit Permissions From will remove any record of previous permissions for this user. 

Password

Password for all web services. For example X Tracking and the API. 

Confirm Password

Search

Seach form to help easily find permissions.

Permissions

Update permissions by checking boxes for functions the user needs to access, and unchecking boxes for functions the user cannot access. To view, select, or deselect permissions for the users, click on the plus sign next to each section to expand the view and drill into each permission category.

  • Always Start at Home URL - Left blank in order to conserve resources.

  • X Dispatch Functions - These function permissions are for the On-Demand section in the Classic Operations App.

  • Allowed Fleets - The selected Fleet(s) that the user has access to. 

  • Visual Dispatch - Permission to access the Visual Dispatch Board. 

  • Route Functions - These function permissions are for the X Route section of the Classic Operations App. 

  • X Stream - This is an area that holds data for integrations, posting, and mappings. By unchecking this permission, a user will not be able to access the X Stream tab. Permissions in this section should be enabled for technical staff only to ensure crucial settings are not accidentally disabled or changed.

  • Maintenance Functions -  These function permissions include sections in the Maintenance section, excluding Business Units and Fleets, which have separate permissions settings. 

  • Allowed Custom Procedures - The selected custom procedures that the user has access to. 

  • Business Units - Permissions for the Business Units section. If a new business unit is created, all users will need to have their permissions updated with the new business unit.

  • Fleets - Permissions for the user to add/edit Fleets in the Maintenance section. 

  • Actions - Permissions for actions performed from the Action menu in Classic Operations App menu bar.

  • Tools - Permissions for actions performed from the Tools menu in the Classic Operations App menu bar.

  • Reports - Permissions for actions performed from the Reports menu in the Classic Operations App menu bar, as well as report and find features.

  • Allowed Query Groups - The selected query groups that this user has access to view/perform in the Find Tool. 

  • User Preferences - Permissions for user preferences.

Page Properties
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Related pages

Users (Classic Operations App)

CXTU Courses/Lessons