Roker Permit Quick Start Guide

Roker Permit Quick Start Guide

Overview

As an administrator, here you will find a "Quick Start Guide" with an overview of basic functions to get start within the Roker Permit system.

Book a permit 

For more information on how an admin can book a manual permit, click here. 




Search for Permits
Admins can login and search for specific permits for review to check the status, find more information, or make changes to the permit.
For a step-by-step guide on how to do this, click here.


How to Edit Permits

To edit permits, you can look up permits by going to permits & sessions, and clicking the magnifying glass icon to look up the permit you want to manage/revise. You then select the "edit" icon where you can review details of the permit, revise information, and register vehicles. 




Generate/Review Permit Reports

To generate/review all permits within a specific range, you can pull a report within our system.
When you navigate to the analytics section, you can select the report category, report type, and the start and end dates for the report you'd like to view. You then select "generate" to formulate the requested report. 

To learn how to do this, click here.


How to Edit Facilities

Admins will need to add facility locations to begin using the system.
For steps on how to edit a facility location, click here.



Managing Users

If you have 2+ users that need to be uploaded, the admin can use the template provided to bulk upload multiple users.
A step by step guide on how can be found here.



Update Permit Location Pricing

You can manually update permit pricing based on location within the admin portal.
Find a step-by-step guide here.


Create and Manage E-mail Templates

Within the admin portal you can create and manage e-mail templates to be used to notify permit holders.
A step by step guide can be found here on how.

Add and edit FAQ articles 

For more information on how to add FAQ articles for your users, click here. 



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