Adding the “Task desk” page for a customer

Prerequisites
  • The Tasks module is enabled for the customer.
  • The customer user has been created in Wialon Platform Studio and has permissions to view tasks.

You can configure workspaces in Wialon Platform FleetSpace to display the Task desk for your customer users. This process involves adding the Task desk page to a workspace and then ensuring that the customer user is associated with that workspace in Wialon Platform Studio.

Configuring a workspace

Who can do it: Service provider
Where: Wialon Platform FleetSpace

To make the Task desk page available to a customer user, you need to add it to a workspace within Wialon Platform FleetSpace. You can do it by logging in as the customer.

  1. Log in to Wialon Platform FleetSpace as customer for configuration proposes.
  2. Click on the service provider name in the left bottom corner.
  3. Ensure the required workspace is selected. If you need to create a new workspace, see the guide on setting up a workspace.
  4. Enable the editor mode.
  5. Click Menu.
  6. Click on the icon plus icon in the Menu item row to add a new page.
  7. In the Page route field, select Task desk.
  8. Modify the icon and name of the page if needed.
  9. Click Create.
  10. Click Save to apply the changes to the workspace.

Assigning the configured workspace to a customer user

Who can do it: Service provider
Where: Wialon Platform Studio

After configuring the workspace, you must ensure that the customer user is associated with this workspace.

  1. Log in to Wialon Platform Studio.
  2. Navigate to the Customers page from the main menu.
  3. Select the relevant customer from the list.
  4. Go to the Users tab within the customer’s details.
  5. Click on the user’s row to open their details.
  6. Go to the Permissions tab.
  7. Click on the Workspaces section.
  8. Ensure that the workspace you configured in Wialon Platform FleetSpace is selected for this user.
  9. Click Save to apply any changes to the user’s permissions.

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