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OperationsCommander can be used to In this use case document we will show how you can useOperationsCommander to manage a Company’s lots and its Users. The Parking company, in this example will be referred to as ABC Parking, the client will be referred to as ACME. Some of the administrative management functionality is passed over to the company ACME.  The client company ACME is supplying parking to its employees and will be paying for the parking through the system via CC and/or invoicing. The payments will be made to ABC Parking from ACME.

Table of Contents

Create the Acme company on OPS-COM

  1. An Admin for ABC Parking must create a company entry for ACME in OPS-COM. Hover over Admin Options and click Users then User Companies.
  2. The Company Search page displays. Click the 'Create New Company' button
  3. The Company Edit page displays. For this example the Admin will enter the following information about the ACME company.
    - Account Number:19380688
    -Company Name: ACME Incorporated
    - Receives Invoices: Checked
    - Address (Company): 2946 Jerome Avenue
    - Invoice Emails:James.Rockwood@ACMEINC.com
    - Contact Name: James Rockwood
    - Address (Contact): 4777 Ersel Street
  4. Click the 'Add New Company' button to save the information. A green confirmation message displays that the company has been added.

Assign Users to the Acme company

  1. Search for the user profiles of the users you wish to add to the Acme company. Click User Management, User Search.
  2. Edit the User profile and indicate if the user is an individual or as a company member. In this case they are a Company Member for Acme Company.
  3. To designate a Company Manager, enable the Company Manager and Company Billing Account checkboxes. James Rockwood is the company manager for this example. He is the person who will pay for invoices for all users assigned to ACME.
  4. Click the Submit Registration Information for Processing... button to save this.
  5. In this example we added users Joseph Callaghan and Steph Jamieson to the company as well. They are regular users. These user accounts that are created for the Company will not be used by the end user and are only for the Company Manager to use.

Manage the Company Account

  1. The company manager (James Rockwood) logs into the OPS-COM user portal. Now he can manage permits for his users Stephanie and Joseph.  Click on the Company Users icon.
  2. James wishes to purchase a permit for Joseph Callaghan. He must login as the user to do so. Click the Login as User button to the right of Joseph Callaghan's name.
  3. A blue message appears telling James Rockwood that he is logged in as another user.
  4. Click the Parking icon to buy a permit for Joseph Callaghan.
  5. In this example we selected a Standard Parking permit in Red Student Lot West.  If the company is planning to pay for the permit through the user side (not using invoices) then James Rockwood (the company manager) would select the proceed to payment button.  In this example ACME company is using invoices to purchase permits. James Rockwood would logout of the User Portal at this point.

Prepare Invoices 

  1. The admin user at ABC Parking must create the invoice for the company. This is done by hovering over the Allocations menu and clicking Prepare Invoices.
  2.  Click the Prepare Invoices button beside the active sales window. The number of invoices that can be prepared for that time frame show as a number to the left of the button.
  3. The invoice for the ACME company will be displayed, including one permit (the one created for the user Joseph Callaghan). Click the Send Invoices button to send the invoice to the ACME company.
    NOTE: An invoice email template must be already in place prior to being able to prepare invoices. The email template can be modified by the Admin by going to System Config/ Email Templates.

  4. A green confirmation message is displayed indicating the invoice is scheduled.
  5. There will be an icon on the top right of the menu bar that will indicate the progress of the invoices being created. Once completed it will then be sent to the Company Billing Account designate.  
  6. In the event of an error, the Admin may opt to cancel the invoice, correct the error and then reissue the invoice. For more details about cancelling an invoice refer to this wiki article.

 Paying an Invoice as a Company Manager

  1. Once the company manager at ACME receives the invoice, they must log into the OPS-COM user portal and click the Payments icon. Joseph Callaghan's permit now available for payment.
  2. The Company Manager can Proceed to Payment and submit the payment in the method they prefer. This completes the cycle.

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