Internal Yard user roles and setup

There are two main Yard user profiles - Yard worker and Yard operator.

Yard operators can control every aspect of the yard - edit and create yards, create tasks, appointments and fleet objects. Any admin user is by default a Yard operator, however, a separate Yard operator role can be created.

Yard workers only complete tasks assigned by the yard operator, yard worker roles have to be assigned to an employee by admin users. Without a role, this user type cannot work with the system. You can learn about Yard worker view here.

Creating and assigning the Yard worker role

1) In order to create the role, navigate to your general system settings and enter the “Roles and permissions” section.

2)Click “Create a new role”. A system dialog box will appear which will allow you to name the newly created role, after naming, click “Create”. The Yard worker role will then appear on your menu.

3) Scroll down to the Yard(Tasks) part of the permission menu and tick “Access own tasks” and “Update own tasks” next to the Yard Worker role. 

4) Scroll up and click “Apply Changes”. After this, the role settings are updated.

5) Assign the role by navigating to the “Company employee” section of general settings. Find the employee that you wish to act as a Yard worker and tick the “Yard worker” role next to their name. The settings will then be saved automatically.