Skip to main content
Sign in

Person detail screen

Marisa Potgieter
  • Updated

People - Person Detail Screen - People Search

Follow the steps below to access the Person Detail Screen:

  1. Log in to Unity Warehouse IoT

  2. From the Navigation Panel at the top, click the People module

  3. Click the name to open its detail screen

The left side of the People profile screen includes a people list and search bar, letting you jump directly to another person record without returning to the main list. Click any name to open that record, or use the search bar to find a specific vehicle.

  1. Enter text in the Search for People field to locate a person

  2. Or search the people list to locate the desired person

People - Person Detail Screen - Options: Add, Duplicate, Edit

The person detail screen includes action buttons in the bottom right: Go Back, Delete, Add, Duplicate, and Edit.

  1. Click Go Back to return to the people list

  2. Click Delete to remove the current record

  3. Click Add to create a new record

  4. Click Duplicate to create a new record based on the current one

  5. Click Edit to modify the current record

People - Person Detail Screen - Expand/Collapse Sections

The person detail screen sections can be expanded or collapsed via the arrows in each section header — changes made within collapsed sections will still be saved.

  1. Click the arrow in each section to expand or collapse the section

Note: Changes made within a collapsed section will still be saved when the record is saved.

People - Person Detail Screen - Personal Information

The first section of the person detail screen displays personal identifying information, which can be edited by clicking the Edit button in the bottom right.

  1. Click the Edit button

  2. Update the following fields: individuals Name (required field used to identify the user across screens and reports), Login Email Address, Job Title, Organization, Alternate Email Address, Mobile Phone, Mobile Phone Carrier (optional to receive SMS notifications)

Note: Email Address is a required field used as the user's unique login and for system-generated emails. If the same email address is associated with multiple client accounts, the user will have access to the assets and features of each account.

Tip: Reminder to click the Save button.

Click the edit icon next to the profile image to upload a photo from your device. ​User-added image

People - Person Detail Screen - Driver Credentials

Driver Credentials

This section displays the driver credential information. Click Edit to make changes.

  1. Update the following fields: 

  • Credential — select Not Licensed, Suspended, or Licensed. If Licensed is selected, the Access ID Card number is required.

  • Access ID Card — enter the individual's Access ID Card number.

  • PIN — optional 4-digit PIN required after presenting a user ID to operate a vehicle.

  • External ID — used to link the individual to external databases such as HR systems.

  • Authorization — select Standard, Master, or Maintenance.

  • Labor Rate — enter the individual's labor rate.

  • Certification Expiration Date, Medical Expiration Date, and License Expiration Date — enter the relevant expiration dates.

​

Tip: Reminder to click the Save button.

People - Person Detail Screen - Group Assignment

This section determines the individual's vehicle access based on their group assignments. Click Edit to make changes.

  1. Click the + Add Group button

  1. In the window that opens, browse or search for a group and click to select it

  2. Optionally, set an expiration date and, if the individual is licensed, select a Skill Level (Not Used, Expert, Intermediate, or Novice)

  3. Click Add to confirm

Tip: Reminder to click the Save button.

Note: You can also edit existing Group Assignment information.

People - Person Detail Screen - Software Access

This section manages the individual's software access settings. Click Edit to make changes.

  1. Select the individual's Software Role and Language from the respective dropdowns

Tip: Reminder to click the Save button.

People - Person Detail Screen - Subscriptions

This section manages the alert notifications the individual receives. Click Edit to make changes.

  1. Click + Add in the section header to set up a new subscription

  1. In the window that opens, select an alert from the left side

  2. Configure the following preferences:

  • Notifications — choose email, SMS, or both

  • People — select all users or only users within assigned groups

  • Vehicles — select all vehicles or only vehicles within assigned groups

  1. Click the Add button

Tip: Reminder to click the Save button.

Click Edit to make changes.

  1. To copy subscriptions from another person's profile, click Copy in the section header

  1. select the individual from the dropdown

  2. Click the Copy button

Tip: Reminder to click the Save button.

People - Person Detail Screen - Add a Person

You can add a new person from an existing individual's profile screen.

  • Click Add in the bottom right of the screen to create a new person's profile, enter the required details, and click Save when finished.

People - Person Detail Screen - Duplicate a Person

You can add a new person by duplicating the record of another.

Click Duplicate in the bottom right of the screen to create a new profile based on the current record.

Enter the new person's name, email address, and phone number — all other field values will be carried over. Update any other fields as needed, then click Save when finished.

People - Person Detail Screen - Edit a Person

Click Edit in the bottom right of the screen to make the profile fields editable.

The following fields can be edited: Personal Information, Driver Credentials, Group Assignment, Software Access, and Subscriptions. Click Save when finished.

Related articles