User Setup

Overview

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 and edit the users ID, Password and company they will be working in, as well as the report mode and time zone.

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Field Breakdown - Header

Basic Info

• Userid - The User name used throughout the system and at login

• Power User - This checkbox grants the user extra Enterprise privileges

• Password/Confirm Password - The password for the user. Fill out to change

• Expire Password - This checkbox will have the user reset their password on the next login.

• Company - The Company the user is in

• First/M/Last - First name, middle initial and last name of the user

• Address 1&2 - Address of the User

• City/State/Zip - City, State, and Zip of User

• Email - The user’s Email

• UPS Station - If you use the UPS integration, you can assign them to a Station

Online Support Controls (JIRA)

• Activate Support Tickets - Allow the user to create JIRA Support tickets through TRX

• JIRA User ID - The User ID for their Jira Account

• JIRA Password - The password for their Jira Account

User-Company Controls

• Branch - The Company Branch they are in. If you have one location, then use the one for all

• Salesperson List - Salesperson lists can be saved. You can set a saved list as the default for this user

• Lock List - This checkbox will force the saved Salesperson list to be used by the user

Save Search Criteria

• Save Find Item Criteria - This Checkbox will save the last search in Item find

• Save Find Customer Criteria - This Checkbox will save the last search in Customer find

• Save Find Vendor Criteria - This Checkbox will save the last search in Vendor find

Multiple Sessions

• Allow Multiple Sessions - This checkbox will allow the user to be logged in on more than one tab/browser/machine

  • Warn on Session Kill - This checkbox will warn when you are killing a session when there are multiple

Field Breakdown - Footer

User ID Search/Select

• USERID - The white field will search the list of Users, the Gray field is displaying the Userid

• Company - The Company info is spread between two fields

  • Company # - The Company Number/Code of the User

  • Company name - The full Company Name of the User

Licenses

• Licensed Users - Number of total users you can have in TRX

• Named Users - Number of users currently in use

• Available - The number of users still available

Create New User

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. This may need to be done by a user with Enterprise access.

For complete User Setup Guide, see Setting up users in TRX

1. Go the User Setup screen

   1. SYS > User Setup

2. Enter user ID for new user

   1. Example naming Conventions

      1. [First Name][Last Initial] EX: JOHNS

      2. [First Initial][Last Name] EX: JSMITH

      3. [Last Name][First Initial] EX: SMITHJ

      4. [First name] EX: JOHN

3. Enter the password for the user to initially enter TRX 

   1. Use ‘trx’ without quotes

   2. Set expire password so they can choose their own

4. Re-enter the password for confirmation

5. Select the company the user will be working in

6. Enter Contact Info

   1. Name/Address/Email etc.

7. Set the Branch

8. Set checkboxes based on your needs

9. Hit Save or F10

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SYS>User Setup

Repurpose/Delete Existing User

If you need to give a user to someone else, you will need to delete the existing user and create a new one. This will need to be done by a user with Enterprise access.

1. Go the User Setup screen

   1. SYS > User Setup

2. Select your User at the bottom

   1. Double-click on user name

3. Hit the Delete button at the top

4. Hit ‘Yes’ to prompt

Now, you can just follow the Create the New Users to create your new User.