Table of Contents
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Overview
Setting up users in TRX is a four step process. It involves first setting up the user in TRX and establishing groups that a user will belong to.
If you need to move one of the user licenses to a new user, you will need to delete the existing user before creating and setting up a new one.
A user should never belong to more than one group, if in the case of a manger over multiple departments that user should have their own user group with permissions to the menus that they will need. (It is not unheard of for each user to have their own group).
After setting up users and groups, you will need to assign each user to their group. (Each group can have multiple users)
The final step is to assign groups access to the menu’s that they need.
Deleting users in TRX
If an employee leaves the company, you will need .
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to delete that user to be able to use the license for a new employee.
Step-by-Step
Go the User Setup screen
SYS > User Setup
Double-click on the User to select
Hit the Delete Record Button
Hit Yes to the prompt
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Creating users in TRX
The user setup screen is used to set up each user that will need access to some or all of the areas of TRX Enterprise™. In this screen you set up the users ID, Password and company they will be working in, as well as contact info, settings, and some permissions.
Go the User Setup screen
SYS > User Setup
Enter user ID for new user
Example naming Conventions
[First Name][Last Initial] EX: JOHNS
[First Initial][Last Name] EX: JSMITH
[Last Name][First Initial] EX: SMITHJ
[First name] EX: JOHN
Enter the password for the user to initially enter TRX
Use ‘trx’ without quotes
Set expire password so they can choose their own
Re-enter the password for confirmation
Select the company the user will be working in
Enter Contact Info
Name/Address/Email etc.
Set the Branch
Set checkboxes based on your needs
Hit Save or F10
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Setting User Company Access
Now that the user is created, we need to create a Company/Branch record for them.
Go under User/Company Access Screen
SYS>User/Company Access
Select User from Dropdown
Enter at least one Company and Branch for the user
Only one Branch per Company
Hit Save or F10
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Managing TRX Enterprise User Groups
Next step is creating groups that your user will work in. You can have as many groups as you would like and each group will be assigned a working set of menus. You would probably not want your inventory stocker have the ability to write checks so you would create an inventory stock group and assign them only the ability to look up inventory items and not AP privileges. No user should be assigned to multiple groups so create as many as needed to assure a unique and controlled working environment.
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**Note** Groups are by Company. To create groups in another company, you must change the company you are in.
Assigning a User to a Group
Once you have established your groups and set up your users it will be time to assign the users to groups. A list of available users will be on the top left. Choose the group you will be populating with the pull down menu on the right and move users into or out of that group by highlighting them and using the arrows in the middle to move. If you need to see what if any groups the user belong to you can do that on the bottom of the screen by selecting the users name from the drop down menu.
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**Note** Groups are by Company. To assign users to Groups within another company, you must change the company you are currently working in.
Group Access
It is this screen that allows you to control exactly what each group will have access to. You can turn off a complete module by un-checking the box near the module title. Or just turn off banks of screens and reports by un-checking the yellow header box. And of course you can turn off any individual screen or report you like for a user group.
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