Trident1POS Customer Service

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Overview

This Article will inform the Business on how to create a User in Trident1.

Note: The User performing these actions will have to be an Admin in the system.

Process

Navigate to the Users Module

1. Hover the mouse over Personal & Admin

2. Then hover over Users & Access Management

3. Click on Users

To show all of the Users currently created

4. Click on Show All

How to Create a User

  1. Click on New User

  2. Under 1. Login & Role fill out the following fields

    1. Login Name - Enter the login name for the user
      **Note: Login name is case sensitive.

    2. Password - Create password for the user
      **Note: There are no specific password requirements, but is case sensitive

    3. Confirm Password - Re-type password

    4. Default Location - Enter the location the user will be logged in under

    5. First Name - Enter the first name of the user

    6. Admin - Select this if user will be creating other users

    7. Role - Select the security role for the user (this is the access rights the user has to Trident 1)

    8. Personal Email - Enter the company email or personal email for the user

  3. Under 2. More Information fill out the following fields

    1. Allow User to Change Photograph - Specify if user will have access to change customer photographs

    2. Trainer - Specify whether user is a trainer (This is for use in the Event module)

    3. Range Safety Officer - Specify whether user is a Range Safety officer (Also for use in the Event module)





  4. Click Save to finish

VIDEO

DanO_CreateUser.mp4

-THE END-

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