In order for a users of Kura to be able to see information within the app or the management website they need to have the following configured:
All User types:
All user types are required to have a login account, and for that login account to be 'linked' to a person profile within the organisation. Each user account can be linked to only one person profile per organisation, the person profile within the organisation defines what the user is able to see and do with the web and mobile applications. A single login account can be linked to multiple person profiles across organisations, provided that there is only one in each organisation.
For a user to be successfully linked, they will need to have completed the account creation and link process set out in the welcome email.
You can confirm if the linking process has been successful by going to people> search for the person> click person card. This will open the person detail view, The detail view will show which login account they are linked to
If they are not linked, please ask the user to complete the welcome process again, you may need to select re-invite to send them a new welcome email. If they have already created a login account, then they will need to select the option that they already have a login account and should use the email and password they previously set
Part of the linking process will check that the user has some access rights assigned to them, if the linking process fails then the following will need to be confirmed
Observer User Type:
An observer needs to be observing a passenger
This can be confirmed as follows:
go to people> search for the person> click person card. This will open the person detail view
Check that the person profile has an observee configured. If no observee has been configured, you will need to go to the passenger profile, ensure that is passenger is selected, and configure an observer
Web User or Driver User Type:
Access is controlled through an auth group, and a auth group with the relevant rights must be assigned to the person profile. Multiple auth groups can be configured under auth groups to define the roles that you require.
This can be confirmed as follows:
go to people> search for the person> click person card. This will open the person detail view, click EDIT PERSONPROFILE
Check that an Authorisation group has been assigned by looking for Remove, if no Authorisation Group has been assigned then select add on the relevant Authorisation Group. You may want to check the roles and rights within the auth group prior to assigning, this can be done within the auth groups section on the home screen