Fleetrun
Hecterra
NimBus
Other apps
Wialon for Android/iOS
Logistics
Wialon Local
Wialon Hosting
Distance Tag
WiaTag
Configurator
LeaseControl
Contents
Working with Accounts and Resources
  • accounts
  • resources

You can work with accounts and resources only in the management system (CMS Manager). To get started, open the Accounts section in the navigation panel.

In the section, you can perform the following actions:

Accounts and resources are shown in standard tables. Working with them is described in detail below.

Table of accounts

By default, the section shows the table of all the available accounts. To open the table of resources, use the switch in the Search block.

To show or hide columns, click on the icon in the heading of the table with accounts. In the menu, the following columns are available:

ColumnDescription
#The sequence number of the account in the table.
NameThe name of the account in the system.
CreatorThe user on whose behalf the account was created. See more about the creator.
AccountThe parent account.
Billing planThe billing plan assigned to the account.
Dealer rightsThe dealer rights, if granted. The lines of accounts with dealer rights indicate Dealer.
UnitsThe total number of all activated and deactivated units belonging to the account and its subordinate accounts, if any.
Activated unitsThe total number of all activated units belonging to the account and its subordinate accounts, if any.
BalanceThe current balance of the account.
Days

The number of days before the account is blocked, if blocking by days is configured for it. To see the date, point to the number of days.

The days can be highlighted in two colours:

  • black if the Block by days option is activated in the account properties;
  • grey if the Block by days option is activated in the properties of the account's billing plan.

Status

The status of the account: active () or blocked ().

If you have the required access rights, the icons also allow you to block or activate the account directly from the table.

BlockedThe blocking date of the account, if it is currently blocked.
Contents

The icon which allows you to run a quick report on the account contents.

Log

The icon which allows you to open the log of the account.

Delete

The icon  which allows you to delete the account. The icon is inactive if you don’t have access rights to delete it.

To open the properties of an account, click on its line in the table. Depending on your access rights, the window of the account properties may contain up to seven tabs.

Batch editing of accounts

You can edit some settings in the properties of several accounts at once. To do this, follow the steps below.

  1. Click on the icon  in the tool panel below the list of accounts.
  2. In the left list, select the account the properties of which you want to edit. To search for them, use the dynamic filter. To search by the name of creator, account, billing plan, custom or administrative fields, select the corresponding option in the list above the search.

  3. Move the selected accounts to the right list by double-clicking them or using the icon .
  4. Select one or more required actions from the three available ones:
    • Add payment or days. Allows you to change the balance of the accounts or add days (a comment is required).
    • Block/Activate. Allows you to block or activate the accounts.
    • Change billing plan. Allows you to assign another billing plan to the accounts.
  5. Click ОК.

Table of resources

The table of resources contains all the available resources created manually. To open it, activate the Resources switch in the Search block and click on the Search button.

To show or hide columns, click on the icon  in the heading of the table with resources. In the menu, the following columns are available:

ColumnDescription
#The sequence number of the resource in the table.
SelectThe selection of the resource.
Name The name of the resource in the system.
CreatorThe user on whose behalf the resource was created.
AccountThe account to which the resource belongs.
Log

The icon which allows you to open the log of the resource.

To delete a resource, select it in the table and click on the icon  in the tool panel.

To open the properties of a resource, click on its line in the table. If you have the required access rights, you can work with the General, Access, and Custom fields tabs.

You can save the contents of any resource to a file or copy the required objects to another resource. Read more here.

If you find a mistake in the text, please select it and press Ctrl+Enter.
Thank you for your feedback!
Report a mistake
Text with the mistake Comment
Maximum 500 characters