Subordinate
  • 13 Feb 2023
  • 4 Minutes à lire
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Subordinate

  • Sombre
    Lumière
  • PDF

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Résumé de l’article

Subordinate role is created by the platform operator. The platform operator shares his/her responsibilities with the subordinate(s) to get assistance in configuring the platform. Subordinates and Operators have similar access to the platform, except a few restrictions that a platform operator holds to manage the subordinate(s).


Create

To create a subordinate user:

  1. Login to the DL Asset Track™ platform with your Platform Operator credentials.
  2. Click on the Profile name / Profile photo / Role at the top right corner of the screen.
  3. Click on the Subordinate from the list of available options.

Subordinate_Profile - Subordinate.jpg

Profile - Subordinate

  1. On the next page, click on + Subordinate at the top right corner of the screen.

Subordinate_Subordinate.jpg

+Subordinate

All the users on this page are Subordinate users.

  1. On Create page, enter the Name and Email in the respective textboxes.

Subordinate_Create subordinate account.jpg

Create Subordinate Account

The email ID must not exceed 80 characters.

  1. Choose a preferred language from the drop-down list.

The platform supports English, Japanese, Thai, French, and Spanish languages.

Subordinate_Language selection dropdown.jpg

Language Selection Drop-down

  1. Check the Create Another checkbox to stay on the Create page if required to create more subordinates.

  2. Check the Retain Data checkbox to retain the current data for the next subordinate user to be created.

To enable 'Retain Data' checkbox, ‘Create Another’ checkbox should be checked.

  1. Next, click Save.

Once saved, a notification 'Subordinate created successfully.' displays at the bottom left of the screen.

Subordinate_Subordinate creation-success notification.jpg

Subordinate creation – Success notification

Now, the new subordinate details are saved on the DLAT platform.

If there is a problem with your internet connection, a notification displays "Your web browser may have encountered an issue. Please try again." It means the Subordinate is not added.

Subordinate_Subordinate creation-failure notification.jpg

Subordinate creation – Failure notification

  1. In this case, repeat steps in this section to add subordinate(s).

Update

To update the details of an existing subordinate user, follow the steps:

  1. Click on Profile name / Profile photo / Role at the top right corner of your screen.
  2. Next, click on the Subordinate from the list of available options.

Subordinate_Profile - Subordinate.jpg

Profile - Subordinate

  1. Now, click on the Pencil icon to edit the details of a subordinate.

Subordinate_Edit Subordinate.jpg

Edit subordinate

  1. Next, the Update window appears from the right-hand side of the screen. View the details to update.

  2. To update the subordinate's Name or Email, click on the respective field(s) and edit.

  3. To update the preferred language, select the language from the drop-down list.

Subordinate_Update Subordinate details.jpg

Update Subordinate details

  1. Click on Update at the bottom right side of the screen, to save the updated data.

Once updated, a notification appears "Subordinate updated successfully" at the bottom left of your screen.

Subordinate_Update notification.jpg

Update notification


Awaiting Activation

Once subordinate is created successfully, the platform sends an automated email for account activation to the subordinate registered email id. If the subordinate is not activated within the stipulated time, the platform operator must resend the email to activate the subordinate manually.

Follow the steps to activate the subordinate user(s) manually:

  1. After login to the DL Asset Track platform, click on your Profile name / Profile photo / Role from the top right corner of your screen.
  2. Click on the Subordinate from the list of available options.

Subordinate_Subordinate option.jpg

Subordinate option

If the subordinate activation is still pending, the status column shows Awaiting activation.

  1. Click on the Mailbox icon under the actions column to resend an activation link to the subordinate user.

Subordinate_Subordinate mailbox.jpg

Subordinate Mailbox

Once clicked on the Mailbox icon, a notification "Account activation link has been resent" at the bottom left of your screen.

Subordinate_Account activation link notification.jpg

Account activation link notification

  1. Now, subordinate can check the activation link on the registered email account and activate the account.

Activate and Deactivate

Follow the steps to deactivate and activate subordinate user(s):

  1. After login to the DL Asset Track platform, click on your Profile name / Profile photo / Role at the top right corner of the screen.
  2. Click on the Subordinate from the list of available options.
  3. Click on the Activate icon at the Actions column to activate an inactive Subordinate user.

Subordinate_Activate Subordinate.jpg

Activate subordinate

  1. Once clicked on the Activate icon, a confirmation pop-up “Are you sure you want to continue?” appears, click Yes to proceed.

Subordinate_Activation Prompt Message.jpg

Activation prompt message

Once clicked on the Activate icon, a notification appears "Subordinate activated successfully" at the bottom left of your screen.

Subordinate_Activation notification.jpg

Activation notification

  1. Next, click on the Deactivate icon at the Actions column to deactivate an active Subordinate user.

Subordinate_Deactivate a Subordinate.jpg

Deactivate a Subordinate

  1. Next, a confirmation pop-up “Are you sure you want to continue?” appears, click Yes to proceed.

Subordinate_Deactivation Prompt message.jpg

Deactivation prompt message

  1. Similarly, to deactivate multiple users, check the boxes of the required subordinate names and click on Deactivate at the top right corner of the screen.

Subordinate_Deactivate multiple subordinates.jpg

Deactivate Multiple Subordinates

  1. Next, a confirmation pop-up Are you sure you want to continue? appears, click Yes to Proceed.

Subordinate_Deactivation Prompt message.jpg

Deactivation prompt message

  1. Once deactivated, a notification appears "Subordinate deactivated successfully" at the bottom left of your screen.

Subordinate_Deactivation prompt message_1.jpg

Deactivation notification

  1. Similarly, to activate multiple inactive subordinate users, select more than one checkbox of the subordinate names and click on Activate from the top right corner of the screen.

Subordinate_Activate multiple subordinate user.jpg

Activate multiple subordinate user

  1. Once activated, a notification appears "Subordinate Activated successfully" at the bottom left of your screen.

Subordinate_Multiple subordinates Activation  notification.jpg

Multiple subordinates Activation notification

The status of that subordinate changes to Inactive once it's deactivated and vice versa.

Activate or deactivate icon appears depending on the status of the Subordinate's account. If the Subordinate is active, the icon shows deactivate it and vice versa.


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