User Management
Managing users and team members in Tracksales allows you to control access and delegate tasks. This guide covers user management features.
1. Adding New Users
To add a team member:
- Go to Settings → Users
- Click "Add User"
- Enter user information:
- Full name
- Email address
- Phone number
- Password
- Assign a role
- Set permissions
- Send invitation email
2. User Roles
Tracksales offers different user roles:
- Admin: Full access to all features and settings
- Manager: Access to most features except sensitive settings
- Staff: Limited access for day-to-day operations
- Custom Roles: Create roles with specific permissions
3. Setting Permissions
Control what each user can do:
- Grant or restrict access to modules (Sales, Inventory, Reports, etc.)
- Set permissions for creating, editing, or deleting records
- Control access to financial information
- Limit access to specific locations (multi-location)
- Set approval requirements for certain actions
4. Managing User Access
Control user accounts:
- Activate or deactivate user accounts
- Reset user passwords
- Update user information
- Change user roles
- View user activity logs
5. Activity Tracking
Monitor user activity:
- View login history
- Track actions performed by each user
- See who created or modified records
- Audit trail for compliance
💡 Pro Tip
Follow the principle of least privilege - only grant users the minimum permissions they need to perform their job. This improves security and reduces the risk of errors.