Each person using FastTrack needs a unique UserID. New user records should be created when a new staff member comes onboardon board, or when any staff member requires access to FastTrack.
Below are the steps required to create a new user record within FastTrack360;
Step-by-step guide
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- go to maintenance > user
- click add
- new step
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Note: the steps below are the minimum required in order to create a new user, you may wish to enter more details when creating your user
- Log into FastTrack360
- Navigate to Maintenance > User
- Click Add
- System defined mandatory fields are outlined in red
- Select User Type. Options are;
- Agency User - all staff members
- Candidate - enables creation of candidate portal user
- Client Contact - enables creation of client portal user
- Enter First Name
- Enter Surname
- Select Agency Type. Multiple selections can be made. This field is typically used for User reporting.
Options are;- C-Level (CEO/CFO/CIO/COO)
- Sales
- Operations
- Payroll
- Finance
- System Administrator (FTA)
- IT
- Select applicable Office
- Navigate to Login Details section
- Enter User Name - this must be unique
- Enter Password
- Re-enter in Confirm Password
- Move down to the Contact Details section
- Enter Email One
- Navigate back to top of record
- Click Save
- Navigate to Security and Permission section
- Click Add
- Select applicable Security Role and Data Group
- Click Save
New user has been created
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