Addding a User Profile

To access the USER PROFILES screen: Go to the ADMIN menu → USER PROFILES screen

To add a new user profile to your company, click Add User Profile from the Screen Actions.

The User Account screen will appear where you can enter the details about the new user account.

Fields appearing in pink are mandatory, and must be entered:

Name: The name of the user you're creating the profile for.
Email: The email address of the user you are adding.

Note: An @ symbol is required for the email address.

Role: Select the role this user will be fulfilling.

Note: A list of all user roles and the features they have access to can be found here.
Once a user profile is set to the "External Sales" role, it cannot be changed to another role.

SMS Number: The user's cell phone number. This can be used for sending work orders assigned to the user directly to them by text message.
Switchable Companies: Allows company admins to specify which companies the user should be able to access.

Note: Other companies will only appear if your company is linked to them. This is set up by the Seedtrakr support team at the request of both companies.

Customer Access: The type of access to customer information that the internal sales user should have.

Note: This option will only appear if the selected user role is "Internal Sales".

Customer Groups: The customer group that the internal sales user should have access to.

Note: This option will only appear if the selected user role is "Internal Sales" and customer access is set to "By Customer Group".

Assign Customers (Not a broker): Indicates that the selected external sales user should be able to be assigned to manage multiple customers.

Note: This option will only appear if the selected user role is "External Sales".

Assign Customer Tags: The customer tags that the external sales user (non-broker) has access to. Any customers with the tags that are selected here, the user will have access to.

Note: This option will only appear if the selected user role is "External Sales" and the "Assign Customers (not a broker)" option is enabled.

Active: This specifies if the user profile is active or not. This is always set to active during the creation process.

Note: See Editing a User Profile for information on setting a user profile as inactive.

To complete the user creation, click Save.

The new user will now appear on the USER PROFILES page and the user will receive an email with their login details.

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