Settings

User Accounts & Permissions

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

    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.

     

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    Full details of all User Accounts & Permissions can be downloaded by clicking here

     

     

    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)

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    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.

     

     

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    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.

     

    The user will no longer be able to log in but the account will remain for any previous bookings that were completed.  

     

     

    Last Updated [25/02/2020]