How to create booker/passenger accounts

What is a booker/passenger account?

Booker/ passenger accounts are individual accounts created with the sole purpose of creating and managing bookings for themselves or other passengers.

Creating a booker/passenger account:

Go to Masters - Employees - click on Add Employee - enter a name and unique email id - scroll to the bottom and tick the checkbox for Is Passenger? - you will see a list of settings that can be customised for this passenger login

1- Employee Band:

Just like permission profile you can create a preset permission in Bands. Once you select a band it will automatically set the permissions. To create bands go to passenger/employee - click on manage bands - Add Band - select settings - save

2- Allowed Vehicle Groups:

Select the vehicle groups that the passenger can create bookings for

3- Extended Vehicle Group:

In case the selected vehicle group is not available, you can select additional vehicle groups that should be visible

4- Allowed Duty Types:

Select the duty types for which this passenger can create bookings for

5- Allowed cities:

Select the cities for which this passenger can create bookings for

6- Base City:

Select a default city that should be visible in From service location while creating a booking

7- Visible Customers:

Select customer entity of the corporate that this passenger can create bookings for

8- Selection:

Here are a list of permissions that you can select for this passenger

A- Allow Custom passengers while adding a booking - This will allow this passenger to add other passengers to their booking

B- Allow supplier selection for allotment - If you have multiple suppliers this will allow your passenger to select which supplier will perform duty

C- Enable auto allotment - This will allow the duty created to be automatically allotted

D- Show supplier pricing to this passenger - This will allow supplier to see pricing of the passenger

E- Enable strict auto-login data validation This is for API purposes and will be covered in Booker/passenger through API

9- Booking approving manager:

If the bookings created by this passenger requires an approval you can enter manager email id here

10 - Send booking intimation:

Whenever a booking is created by this passenger, an intimation email should be triggered to the corporate. Enter the email id of the employee here.

11- Skip approval during this time:

Enter a time period during which booking approval is not required

12- Restrict duty type based on time range:

Enter a time period during which duty type should be visible

13- Duty Types- Vehicle group mapping:

Select a duty type and vehicle group that will automatically be selected

Once you have created the booker/passenger account, you need to create a user that enables them to log in. To create a user, move your mouse over the small gear icon and click on Create user.

Creating a user will send an email to the email ID used while adding the employee. The email will contain a link to set a password and gain access to Indecab.