Before the below steps can be completed, the drivers must be added in Encompass as Employees. See: Adding an Employee/Driver
Before a driver is able to login to KellerMobile for the first time, they will need to be provided a username, password, and activation code. These are setup in Encompass via Setup.
Once in setup, scroll down to the bottom and in the right column, there is a box titled J.J. Keller Mobile Settings. Here, there are three links of interest: Mobile Company Settings, Mobile User Logins, and Mobile User Logins - Add Multiple.
Mobile COmpany settings
If this is the drivers first time logging in, they will need to enter in an Activation Code before getting to the screen to enter in their username and password. The purpose of the Activation Code is for Keller Mobile to identify the appropriate Encompass account to send and receive data from. The Activation Code is found in Mobile Company Settings. The first field on the Mobile Company Settings page is for the Activation Code. If the field is blank, please enter an activation code for your company and click Save at the bottom of the page.
Note: The Activation Code code must be unique as it is used to distinguish your company from all other companies.
Best Practices: This should be something related to your company name or location (i.e. Company name is ABC Trucking so a possible activation code could be 'abc'). Make the activation code something simple for your drivers.
Mobile User logins
In order to login to KellerMobile, drivers are going to need a username and password. Usernames and passwords are found in Mobile User Logins. Any existing logins will be shown here. To add a new login, click Add New Login at the top of the list.
Select the employee in which the KellerMobile login should be created for.
Note: Only employees that have been added to Encompass will be shown here. If the employee has not been added to Encompass yet, please see this article: Adding an Employee.
Enter in a Username and Password for the driver; re-enter the password to confirm. If you would like the driver to change their password the next time they login, check the box to the right of that option. Is Active should remain checked. Enter the driver's license information for the driver, and click Save.
Mobile user logins - add multiple
KellerMobile usernames and passwords can be mass produced by using the Add Multiple tool. The first page allows for the filtering of particular employees added to Encompass. For all employees, leave the filter options set to Include All... for each of them, and click Get List at the bottom.
Here, the usernames and passwords are generated based on the information entered for the employee. Leave the box checked if the driver should change their password the next time they login.
A list is provided at the bottom of the drivers that were returned based on the filter used (or not used) on the prior page. Either select the particular drivers or use the link at the top of the list Select All to select all of the drivers.
Note: Drivers license information must be entered for the employee in the Employees area in order to be able to generate a username and password for them.