My Speedy My Speedy Users
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- Gyles Beasley
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1 My Speedy My Speedy Users This facility is only available to My Speedy Administrators and is used for the following: Creating a new user Amending existing user details/permissions Disabling users If you need to Create/Amend or Disable a user, and you do not have a link on your homepage, please contact your Account Administrator (details on Account Home>Account Details) User Details Tab 1 of 3 Enter all of the details (including the password) into the user details screen. This includes the password for you to set against their account, which can be amended once the user has logged in.(the account administrator can reset the password) Issue Date: 23/05/18 v2 UNCONTROLLED IF PRINTED Owner: One Way
2 Accounts & Sites (tab 2 of 3) Select the relevant account numbers and site addresses your user will require access to (or Select All to allow full access to all accounts/site addresses) Note: If any of your account numbers/site addresses are missing from the list, please contact our Customer Services department on Issue Date: 23/05/18 v2 UNCONTROLLED IF PRINTED Owner: One Way i
3 User Permissions (Tab 3 of 3) By selecting/deselecting, this updates the user permission to the relevant information.. Select/Unselect the relevant option When all 3 x tabs have been completed, click Submit Allowed to see Pricing Information - This controls whether the contract/rental order number and Invoice is a clickable link on the screen. It also shows/hides the "Net value" and the "Discount" column Allowed to Hire/Buy This controls whether or not the user can place an order via MySpeedy on desktop or through the Speedy mobile app. Allow order collection from depot This controls whether or not the user can place an order for depot collection (not delivered to site). Allow new delivery address entry This controls whether or not the user can enter a new site address instead of using an existing site address. Allowed to Off Hire - This controls whether or not the user can see the off hire tick box in the live hire report on MySpeedy desktop. This also controls whether or not the user can off-hire equipment using the Speedy mobile app. Allowed to see Delivery Collection Report This controls whether the Damage & Collection report is available Allowed to see Invoices- This will show or hide the Invoices & Statements screen Issue Date: 23/05/18 v2 UNCONTROLLED IF PRINTED Owner: One Way ii
4 Allowed to see Total Spend Report - This controls whether the Spend Report is displayed. Allowed to see Age Debt Summary - This controls whether the Aged Debt summary on the Invoices & Statements screen is displayed to the user Allowed to Query Invoices - This controls whether the "Query" button is displayed on the Invoice screens. Allowed to see Secure File Library - This controls whether or not a user can access the "My Documents" We recommend you check your My Speedy Users on a regular basis, to ensure it is up to date with new employees, and employees who no longer work for your company When the User permissions tab has been completed and all settings are selected, the Save Profile can be used to Save the permission settings for future selection, if required. (This facility is only available in the User Permissions tab, and will not save login info or Available accounts/sites settings) Enter a Profile Name into the New Profile box - click Save Profile This will then be available to select in the Saved Profiles box for other users (to delete a saved profile, please use the Contact Us icon on the homepage with the details) Issue Date: 23/05/18 v2 UNCONTROLLED IF PRINTED Owner: One Way iii
5 Disable User access From the My Speedy Users, click on the relevant user details to open the form and confirm the details. Tick the Disable User Account box (you can re-enable by un-ticking this box, if applicable) your user their login details including the password you have set. Audit Log Select your user and from the Audit Log tab, enter from and to dates, then select Submit This will provide details of the login/logout information for this user, between the dates selected Issue Date: 23/05/18 v2 UNCONTROLLED IF PRINTED Owner: One Way iv
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