In TruckIT, there are several different types of viewing possibilities for projects. A customer is simply a word to keep track of the customer. The customer that you assigned will show up on tickets and is for tracking purposes for your company's back office. Customers are added in the settings under Settings > Customers. Select + Add Customer.
A restricted customer is a customer with view-only privileges.
Making a restricted customer is also something done in the settings under Settings > Customers and selecting the box that says MAKE RESTRICTED. When you make a customer restricted, you will need to log in to their account through the settings. Select the RESTRICTED CUSTOMERS tab shown in the image below. Click the two arrows circle button under OTHER ACTIONS.
This is the sign-in button. You will be prompted with a question, select yes.
Once in the account, you can add a team member by selecting My Company and + ADD USER shown in the image below. When adding a user, you can put a fake email and phone number; the username and password are the only items that are important for logging in.
Once you have added that user, tell your restricted customer their login info (username and password). Password and username do not need to be complex.
Now they can log in to our web portal/mobile app and view the project that they have been assigned to as a restricted customer. This is view-only, they can not change anything or dispatch. The restricted customer can only view the project they are assigned to and see the tickets coming through on that project.
Granted Access is only available if the company you are granting access to has a paid TruckIT account. They can get a paid account by contacting our sales department at (404) 900-7750. Pricing is provided based on a project and per-user model.
This puts your project inside their projects folder and allows them to add payloads. They can dispatch and have all the functionality as if they had created the project themselves.
You can tell below that a project is granted access because it will say Granted By: and the parent company. Other than that, the project will look identical to how projects usually look, and you will have the same functionality that you usually do with projects.
So, when would you use granted access? Maybe a customer wants to be able to order more materials and dispatch them themselves.
In summary:
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A customer is simply a name that gets added to projects and tickets.
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A Restricted Customer is a customer with view-only privileges.
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When a company is Granted Access, that company can do anything with that project, dispatch, and add payloads. It is as if the project is their project.