In this article we will look at the Client/Account Mgmt. portal levels and define where certain functions are "nested" in the hierarchy.
Client - Level 1
Client can refer to the Trackforce client, but more often this is the Trackforce client's customer, the company they are providing security for.
For Example: XYZ Security has their own Guardtek.net web portal and has their own Client/Account Mgmt. internal hierarchy built out, but they will also have many customers as well. Very commonly the client name will be listed by the umbrella management company or the property management company that signs the checks.
Site - Level 2
The Site normally refers to a specific property, by address, that is in the management company's portfolio.
Hypothetical Example #1: ABC Property Management is a large apartment management company and has 4 properties in it's Anytown portfolio that XYZ Security provides security for.
XYZ Security would likely build out the Site hierarchy like this:
Hypothetical Example #2: Global Cola provides their own internal security using Trackforce Valiant for all of it's North American bottling plants. Their hierarchy might look like this:
- Activity Template
- NFC Tags
- Keys & Assets
- Visitor Setup
Location - Level 3
Location - level 3 allows you to add and individually name a single or multiple Locations under a Site.
Post - Level 4
The Post - level 4 is where you can add or enable:
- A phone number
- Post interface code
- Specify a Minimum number of officers on post
- Attach it to a Master Site
- Enable mandatory breaks for guards assigned to this post
- Enable equipment checklist
- Input Address for GPS map Guardroom coordinates
- Enable emergency button on ActiveGuard devices
- Enable "Call Me" button on ActiveGuard devices
- Access Scheduling Options