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How to add a user for ParaPlan for iOS

14 October

ParaPlan Mobile for iOS is our complimentary mobile app for iPhones and iPads. Drivers log onto the mobile device and their trips are automatically downloaded. As they perform their trips, the timestamps and odometers are automatically uploaded to dispatch computers running ParaPlan Desktop.

Now with 3rd party access, funding source stakeholders and clients can view GPS locations of the vehicles performing their trips on their personal iPhones or iPads.

Here is how ParaPlan users are granted iOS permission.

  1. In ParaPlan, click All Elements > Users > New User.
  2. Fill out the name and username, then grant ParaPlan desktop permissions.
     Screen Shot 2013 10 14 at 8 31 42 AM
  3. Create password
    1. Leave existing password blank
    2. Enter new password twice
    3. Click Change password
      Screen Shot 2013 10 14 at 8 33 41 AM 
       
  4. Click Apply Changes (ParaPlan username should now be populated in title bar and Save button should be disabled)
     Screen Shot 2013 10 14 at 8 34 21 AM
  5. Expand Convert for iOS
    • To Add driver:
      1. Click Collect GPS if GPS data should be collected.
      2. Click Can view GPS tab if they can see other driver’s location.
      3. Enter REST endpoint provided by EnGraph.
      4. Select Driver name from drop down list.
      5. Click Can Schedule Trips if they can change a trips assigned route (including trips assigned to other drivers).
      6. Click Can Call clients if they can have easy access to directly contacting clients.
      7. Click Create Global account.
         Screen Shot 2013 10 14 at 8 40 46 AM
    • To add 3rd party program administrator
      1. Click Collect GPS if GPS data should be collected (usually not).
      2. Click Can view GPS tab if they can see driver’s locations (only for the programs they are allowed to see).
      3. Enter REST endpoint provided by EnGraph.
      4. Check all the programs they can see trip and GPS details for.
      5. Check can request trips if they can directly request a trip (coming soon).
      6. Check can view Client details if they can also see additional information about a client including their future trips (only for the programs they are allowed to see).
      7. Click Create Global Account.
         Screen Shot 2013 10 14 at 9 05 16 AM
    • To add 3rd party Client access
      1. Check Collect GPS if GPS data should be collected (usually not).
      2. Check Can view GPS tab if they can see the vehicle that is coming to perform their trip.
      3. Select the client’s name from the drop down list.
      4. Check Can request trips if they can directly request a trip (coming soon).
      5. Click Create Global Account.
         Screen Shot 2013 10 14 at 9 09 29 AM

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