Roles in HDisi1 allow users to access different features within the application. Roles are assigned to users to ensure that only authorised individuals can view and action information in an account.
Available roles:
- Executive
- Accounts
- Fleet
- Fleet + Invoices
Executive Role
The Executive role gives the user a full access to all of their customer data.
Features included:
Profile
-
Personal and company information
Assets
-
Fleet list
-
Fleet map
-
Key asset information
-
Request connect machine
-
Fault codes
-
Service History
-
Service history export (pdf document)
Finance
-
Finance invoices list
-
Request Invoice
-
Finance History
-
Request statement
-
Credit information
Parts Tracker
-
List of parts orders
-
Search by sales order and purchase order number
- Bookmarking Sales Orders
- View invoice linked to parts order
Outstanding Cores
-
List of cores nearing expiry
-
List of processed cores
Homepage
- Access to parts online shop, service requests and equipment catalogues.
- Access to quick links and news
- Invite others to join HDisi1
Fleet + Invoices Role
The Fleet + Invoices role gives the user access to all of their customer data related to asset information including telematic information transmitted from VisionLink and Cat Daily. The user also has access to view and request invoices.
Features included:
Profile
-
Personal and company information
Assets
-
Fleet list
-
Fleet map
-
Key asset information
-
Request connect machine
-
Fault codes module
-
Service History
-
Service history export (pdf document)
Finance
-
Finance invoices list
-
Request Invoice
Parts Tracker
-
List of parts orders
-
Search by Sales order and Purchase order number
-
Bookmarking of Sales orders
-
Viewing parts orders
Outstanding Cores
-
List of cores nearing expiry
-
List of processed cores
Homepage
- Access to parts online shop, service requests and equipment catalogues.
- Access to quick links and news
- Invite others to join HDisi1
Fleet Role
The Fleet role gives the user access to all of their customer data related to asset information, including telematic information transmitted from VisionLink and Cat Daily.
Features included:
Profile
-
Personal and company information
Assets
-
Fleet list
-
Fleet map
-
Key asset information
-
Request connect machine
-
Fault codes module
-
Service History
-
Service history export (pdf document)
Parts Tracker
-
List of parts orders
-
Search by sales order and purchase order number
- Bookmarking of Sales orders
Outstanding Cores
-
List of cores nearing expiry
-
List of processed cores
Homepage
- Access to parts online shop, service requests and equipment catalogues.
- Access to quick links and news
- Invite others to join HDisi1
Accounts Role
The accounts role gives the user access to all their customer data related to finance, including requesting invoice, statements and viewing credit information.
Features included:
Profile
-
Personal and company information
Assets
-
Fleet list
Finance
-
Finance invoices list
-
Request Invoice
-
Finance History
-
Request statement
- Request credit limit increase
-
Credit balance
Parts Tracker
-
List of parts orders
-
Search by sales order and purchase order number
- View invoice linked to parts order
Homepage
- Access to parts online shop, service requests and equipment catalogues.
- Access to quick links and news
- Invite others to join HDisi1
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