Overview

This article will guide you through the process of providing Move Portal product access to your end customers. It is divided into three parts: the first covers creating contracts, the second addresses editing existing contracts and setting up usage limits, and the third discusses assigning users to your contracts, whether they are existing or completely new accounts.

The Move Portal "contracts" feature allows you to create users and manage their access more conveniently and quickly by setting global rules for each contract and then assigning new users to them. With "contracts", you can:

• Assign consumption limits that multiple users will share.
• Set product access in advance (schedule it for the future).
• Manage expiration dates with a single action for multiple users on the same contract.
• Provide additional information and context through contract names or notes.

Creating product contracts in Move Portal

To create a new contract:

A. Click the New contract button in the upper-left corner of the Contracts list.

B. Select the products that should be related; Provide all the necessary information, and then click Create.

Field information:

1. Product icons. Select the products that the contract should provide to all users assigned to it.
2. Contract ID. Enter a number to identify the contract. This field is optional.
3. Name / legal number. Give the contract a name so it appears clearly in the "contracts" list. You can name it after a company or project to make it easier to identify when browsing contracts. This field is optional, but if left empty, the contract will appear as an "unnamed contract."
4. Start and end date. Specify when access to the selected products should begin and end for users included in the contract. You can select the current day for immediate access, or choose a future date for access to begin.
5. Contract type. Choose the type of access to provide to all users in the contract. The Evaluation type grants trial access to test Move products, while License provides full, paid access according to customer agreements.
6. Organization. Specify the organization associated with this contract. You can select an existing organization or create a new one by entering its name.
7. Notes. Use this field to add optional comments, remarks, or other helpful information to make the contract easier to identify.

At this point, you can decide if you want to create another contract, assign users to the newly created one, or just view the contract you just added.

The following images show the result of the contract creation:

• Contact added with all related information.

• Detailed contract view where it's possible to manage all its settings and users.

Editing contracts and setting the usage limits

If you need to make adjustments to the contract, such as changing its name, product access dates, or any other information entered during its creation, press the pencil button next to the contract name.

Editing contract details

Note
It is not possible to change certain values if there are users already assigned to the contract.

Editing contract information

The following example represents editing contract information:

Adding new users

After creating a new contract, no limits are set, or there may be some default limits in place. You can either change them by setting a package limit (between Traffic Stats and O/D Analysis only) or by using the pencil button next to each product.

Note
Before adding new users to a contract, it is always a good idea to ensure that all product limits are set as intended. Keep in mind that these limits will apply globally to all users assigned to the contract.

Example of setting a package limit:

Route Monitoring

When setting up the limits for Route Monitoring application usage, you can specify the following values:

A. Number of routes available for a single account. Total number of routes a user can create in the account.

B. Maximum route length. Maximum distance, in kilometers, that a single route can cover.

C. Geographical limit. Load a GeoJSON file with predefined limitations or draw a specific region where the user
can analyze road network data. The geographical limit can also be exported for reuse across multiple applications.

Example of Route Monitoring usage limits imposed on the user account:

Junction Analytics

When setting up the limits for Junction Analytics application usage, you can specify the following values:

A. Number of routes available for single account. Total number of routes a user can create in the account.

B. Geographical limit. Load a GeoJSON file with defined limitations or draw a specific region where the user can analyze road network data. The geographical limit can also be exported and reused in multiple applications.

O/D Analysis

When setting up the limits for O/D Analysis application usage, you can specify the following values:

A. Number of reports to create. The total number of separate analyses that can be created per account.

B. Number of kilometers to consume. The total number of kilometers within the Road Network Coverage used for pricing purposes.

C. Number of square kilometers to consume. The total area (in square kilometers) that the user can analyze across all O/D Analysis reports.

D. Geographical limit. Load a GeoJSON file with predefined limitations or draw a specific region where the user can analyze road network data. The geographical limit can also be exported for reuse across multiple applications.

O/D Analysis example

Example of O/D Analysis usage limits imposed on the user account:

Traffic Stats

When setting up the limits for Traffic Stats application usage, you can specify the following values:

A. Number of kilometers to consume. The total length (in kilometers) of the road network that the user can analyze in reports.

Note
Segments with no data will not be counted toward the consumption limit.

B. Number of reports to create. The total number of separate analyses that can be created per account.

C. Maximum route length. The maximum distance (in kilometers) that a single route can cover in the analysis.

D. Traffic Density only. Restricts the user to creating Traffic Density reports only.

E. Geographical limit. Load a GeoJSON file with predefined limitations or draw a specific region where the user can analyze road network data. The geographical limit can also be exported and reused across multiple applications.

Traffic Stats example

Example of Traffic Stats usage limits imposed on the user account:

If you’re unsure what a specific limit value means, you can use the tooltips available in the user account settings. A brief explanation will appear in a pop-up message when you hover your pointer over the item. For example:

Limits example

Let’s assume you’re providing access to a 4,000-kilometer road network package for Traffic Stats only. In this case, simply set the Number of kilometers to consume value to 4,000.

Traffic Stats + O/D Analysis package

In the case of a bundle sale, where you want to grant access to, for example, a combined total of 4,000 kilometers, you need to select “Add TS + OD package.” This option is available only for contracts that include both O/D Analysis and Traffic Stats access and is located above the Contract products section.

Traffic Stats + O/D Analysis limits

Adding users to contracts

Once you’ve confirmed that the usage limits are set correctly, you can begin assigning users to the contract. To do this, click Manage users in the contract view.

• Example of a list with all the users assigned to the contract and a button to add more users to it.

• A window for assigning users will open. You can either select an existing user from the list and add them to this specific contract or create an entirely new user.

Note: You cannot assign users who are already linked to other contracts with conflicting settings (e.g., overlapping date ranges). Users can only be assigned to multiple contracts if the values specified do not conflict.

• Example of assigning users to an existing contract.

• To create a new user, simply enter the email address and click Add new user.

• The newly added user will appear above the list of existing users. Select this user and click Save to complete the process.

• A notification will confirm whether the process was successful via a pop-up message in the upper-right corner.

• You can now click on the user's email address to see a summary of that account, including account status, access status, product access, and usage limits defined in the contract.

Note: If a new user is created, the status of the user’s account will be “inactive” because the email address needs to be confirmed on their end.

The newly created user will receive two emails:

Contact information

If you encounter any difficulties during the contract or account creation processes, please do not hesitate to contact us at MoveSupport@tomtom.com.