4) Creating a User
'Users' are employees, sales reps, or technicians who work for your company and need access to SecurityTrax. In order to create a new user, follow the steps below:
If a user doesn't work for your company exclusively, they should be paying for their own instance of SecurityTrax.
Account Information Section
- Click on the Administration tab
- Click on Users under the Organization section
- Click Add User
- Fill in the fields in the Account Information section
Selecting a Carrier next to the Cell Phone number enables free texting from SecurityTrax via email. If a Carrier is not selected there will be a $.05 charge per SMS message sent through SecurityTrax.
Marking a number as 'Private' will block that number from showing up in the Employee Directory (See Employee Directory in Onboarding: Definitions.
- Check or uncheck the boxes in the Preferences section
Allows the user to receive reminders for appointments via email through SecurityTrax.
Will load the same window that was displayed in the event a user is disconnected from SecurityTrax.
- Check all of the boxes in the Password section when setting up a new user. This will email the user their username and a random temporary password. Upon login the user will be required to change their password.
Checking this box is required if a new password is manually entered in the fields below.
New Password / Confirm Password
Manually change then confirm a new password after the initial creation of a user.
Checking this box will send an email to the user with their login credentials.
Generate Random Password
The Notification Email and Change Password checkboxes will automatically be checked when this check box is used. A temporary random password will be created and sent to the user.
Force Password Change
Checking this box will force the user to change their password during their next login attempt.
HR Settings Section (Optional)
- Fill in the fields in the HR Settings section
Date hired for the user at your company.
Start date for the user at your company.
Last Day With Company
Will allow funding on jobs completed by that user to still take place.
Links the new user to an existing user. This can be used to easily determine which existing user has referred the most new users.
Is used to capture the unique number a 3rd party payroll company may assign to a user. This number can be used to push or pull information from/to your payroll company if necessary.
Select the Title from the drop down menu (You can easily create Titles by heading to Administration > Organizational Structure > Add User Title). Ex: VP, CEO, Manager, Sales Rep, etc.
Allows you to avoid having to create 'VP of Sales', 'VP of Marketing', etc. Use 'VP' in Title drop down. Designation would be 'of Sales'.
The reason for leaving the company.
The date the user transferred to your company.
This is the hierarchy indicator for which this user reports to.
Administrator Settings Section
- In the Administrator Settings section select the Employee Directory Access using the drop down menu and check or uncheck the boxes.
Gives user no access to the Employee Directory
Allows user to see all Employees (users) in the directory
Allows user to see Employees (users) in any Office Location to which the user is assigned.
Hierarchy - Reports to below
Allows user to contact their manager and Employees (users) at their same hierarchy level or lower.
Descriptions of the checkboxes are below.
Can SMS Users
Allows the user to send SMS messages through SecurityTrax to other users.
Turns the user account on and off.
Allows the user to login or not.
User Card Access
Mouse over the small circular picture by a Sales Rep's or Technician's name on a Sales or Tech Schedule to see a user Card. They contain contact, company position, and tag information.
It's recommended to never delete a user. Instead, mark them as inactive. This maintains their Customer history for future reference if necessary.
- Click Save & Stay
- Complete the rest of the user setup using the new set of buttons that show up just under the tabs in the center of the window. Brief descriptions of each button are below.
Where you'll assign to which Permissions Group a user will belong per Office Location. SecurityTrax is heavily permission based, and we will walk you through how to set up your permissions when you Schedule a Training Webinar. For now, simply remember this location!
Allows you to upload any document related to the user (For example, licenses, certifications, etc.) Upload files and click Save.
Allows you to see a history of when the user has logged into SecurityTrax. This is for reference only.
Opens a separate window where you'll designate what types of messages you want the user to receive, broken up into 3 subsections: Tech Notifications, Sales Notifications, and User Notifications. (See Notifications Management in Onboarding: Definitions.)
Complete the steps listed in this section for each user. It may take some time to enter the first few users, but once you get the steps down it won't take long.
Customer View Limit for Sales Reps and Technicians
SecurityTrax now gives you control over how long a Sales Rep or Technician can view a customer record. For example if you would like to limit your Sales Reps from viewing the customer record for a certain number of days after the sale date now you can. To use this feature go to:
- Select the user you would like to restrict
- Scroll to the bottom under Settings
- Input the number of days after the sales date to restrict viewing
- Click Save
Now this user will be restricted from viewing the customer record the number of days specified from the date of the initial sale date.
NOTE: Be aware that Technicians may need access to customer records due to Service Calls so give them more days to view the customer record or don’t restrict them at all.