User Accounts & Permissions

Trekksoft has multiple types of user Accounts & Permissions to provide to your users, agents, accountants, etc. Click to read more...

Last update [Dec 4, 2022]

---

Here's an overview of what we cover in this article:

• Overview
• User role and permissions
• Add user account
• Remove user account

________________________________________________________________________

Overview

The TrekkSoft system has the option to create a multitude of User Accounts. The benefit of this is your employees, agents, accountants, editors, etc can all have their own individual access. Having their own individual access also means they will only be able to access the sections they require. We have the following roles that you can setup for the users:

• Administrator (aka mandator)
• Employee
• Technical Employee
• Accountant
• Agent
• Editor
• Guide
• User without password
  
  

________________________________________________________________________

User role and permissions

Find the user descriptions and access permission to the system for each user role below: 

 

 

________________________________________________________________________

Add A User Account

1. Go to your Admin Desk (e.g. yoursite.trekksoft.com).
2. In the main navigation, click on Settings> Users & Employees.
3. Next, on the right-hand side click the 'Add User' button

(Below is a screen recording of the steps mentioned above)

 

 

Complete each of the fields mentioned below to add a new user into the TrekkSoft system:

(Note: Only fields with a * are mandatory although we recommend filling in as much as you can)

Role*	From the dropdown menu, select the Role you would like the new user to have (There is a full list of the roles and descriptions in the download at the top and bottom of this page)
Agent	If you wish to associate an agent, select the agent here (More information on agents can be found here)
Gender	Enter the user's gender
First Name	Enter the user's first name
Last Name	Enter the user's last name
Street	Enter the street address of the user (You may use the company address)
Zipcode	Enter the user's zip code/postcode (You may use the company address)
Place	Enter the user's city
Phone	Enter the user's phone number
Birthday	Enter the user's date of birth
Company	Enter the user's company name (if applicable)
Comments	If you wish to add any additional comments or useful information, enter it into this field
Full Name of the Buyer*	Enter the full name of the user
Preferred Language*	Enter the user's preferred language
Email	Enter the email address of the user
Password	Enter a password. It's recommended to use a strong password such as using 1 Uppercase letter, 1 lowercase letter, 1 digit and a symbol. This will make the password more secure.
Password Confirmation	Repeat the password entered above (do NOT copy & paste the password!)

 

Once completed, click the 'Save' button.

 

________________________________________________________________________

Remove A User Account

It is not currently possible to physically remove a user from the TrekkSoft system. If you no longer need a certain user in the system, you can: 

• Edit the user's details and replace them or
• Add an email that does not exist e.g. delete@mycompany.com

 

To edit the email of a user, follow these steps:

1. Go to your Admin Desk (e.g. yoursite.trekksoft.com).
2. In the top right corner, click on Merchant Settings> Users & Employees.
3. Next, click the 'Edit User'.
4. Scroll down to the user's email address and enter 'delete@mycompany.com'
5. Click the 'Save' button.