Administrator overview

As an administrator, you can customize and manage most of the features of Trimble Web Products to match your company’s needs. The general process you will follow when setting up the application is outlined below. The links direct you to the help for the specific tasks.

Review modules and their pages.

Each of the modules in Trimble Web Products contains a specific set of functions and pages. As you review them, consider the different tasks and responsibilities your users must perform. For example, you may want to provide administrators access to a larger set of pages than the set you provide to non-administrators.
Review existing roles and, if necessary, create new roles.

Trimble Web Products is a role-based application. Roles determine the types of pages, features, and data that are available to users. Basic roles are provided for all modules. You can use them as is, modify them as needed, or create new roles entirely.
Create user accounts.
- For creating individual user accounts, see Creating a primary user account.
- For creating multiple user accounts at one time, see Creating user accounts from an import file.
Set up themes to customize the appearance of your website.

Trimble Web Products includes the necessary tools to customize the look and feel of your website. You can customize almost every aspect of it.
Customize and update website pages.

You can:
- Manage global Quick Links.
- Add, edit, or delete pages and subpages.
- Customize menus.
- Customize pages to reflect your company’s own terminology and control which elements appear on the page, which text will appear for field and button labels, and how that text will be formatted.
Manage global settings.

Settings are tied to roles. They allow you to specify the types of features, actions, and data users can access.
Manage login security.

Trimble Web Products provides several options for managing how usernames or passwords are changed or reset.

You can:
- Create a template for the e-mail message that is sent to users when they forget their password and request that it be reset.
- Change the standard security questions that users must select and answer when they register as a new user or when they have forgotten their username.
- Prevent users from ever changing their passwords, or require them to change their passwords at regular intervals.
- Define password format requirements to ensure that users create secure passwords.
- Set the number of failed login attempts allowed before the system locks out a user.
Manage data grids.

You set up data grids to show specific data in the format you need to maximize efficiency. You assign data grids to roles to control who has access particular boards and configure grids.
Manage the mapping feature.

ALK® Maps functions within Trimble Web Products to generate interactive graphical maps. You can use maps to track resources, view routes, and show stop and company locations.
Manage event notifications and logs.

You can set up CarrierHub and eStat to generate an e-mail notification or a log file automatically, each time a specific event occurs.
Manage SQL reports.

Trimble Web Products provides you with a web-based reporting interface that uses SQL statements to develop ad hoc or regularly-generated reports from information in databases to which you have a connection. You can configure roles to define who has access to certain reports.
Manage SSRS reports.

Trimble Web Products provides you with access to the SSRS Report Library, a package of canned reports and report templates for SQL Server Reporting Services (SSRS). You can customize any of the library’s canned reports to view information important to your business. You can also configure roles to define who has access to certain reports.
Schedule reports.

You can create schedules to automatically run SQL and SSRS reports daily, weekly, and monthly at a specific time. You can also have them e-mailed to a list of recipients.
Use imaging.

To allow your users to view and upload documents associated with their orders, administrators can set up the Trimble Web Products to use the TMW imaging web service interface to your imaging system. Currently, imaging functionality is available for eStat, CarrierHub, and DriverSeat.
Manage communications.

Administrative procedures allow you to provide information to users so they can keep up with company and industry news. You can configure roles to determine the types of information users receive.

You can customize and manage:
- News items
- Surveys
Monitor website usage.

Administrative procedures enable you to manage the features that allow users to access the site and help you monitor it.
Continue with: