User Management

Trakkit requires users to be set up in Trakkit Live to allow transactions (orders and restocking) to be attributed to users for reporting. Users dont have to be individual people, you can set up a crew, department or entire sites as a user. Depending on your use case and how granular you want to record transactions. Best practice is per individual. However large sites may elect to go with a different approach. Trakkit allows users to be allocated to supervisors, this is used in reporting to filter only transactions attributed to users allocated to their individual supervisors. This can also be used for reminder emails (if feature is enabled) for tooling to be put back in Trakkit.

Importing and Exporting users in bulk is also available. However this is normally used when setting up a new site or new machine.

On this page you can perform the following functions, 1. Adding, removing or editing users 2. Resetting user PINs 3. Adding phone numbers 4. Allocating users to supervisors

On the Location page click Users

Explanation of functions,

1. Edit, You are arequired to be in edit mode whenever changes are to made to any user details

2. Delete, removes user permanently

3. Add User, for adding new users to Trakkit

4. Is Supervisor, this must be True if other users are to be added to this as their supervisor

5. Email address, not a mandatory field but useful for notifications and reporting

6. Supervisor, if standard users are to be added to supervisor users. (To be added to added a supervisor then the supervisor must be enable as as supervisor user.)