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Each person using FastTrack needs a unique UserID. New user records are created when a new staff member comes on 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

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. Complete Part One and Part Two

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  1. Navigate to Security and Permission section
  2. Click Add
  3. Select applicable Security Role and Data Group - mulitple selections can be made however Data Groups cannot have any overlapping entities
  4. Click Save

 


Info

Tips:

  • Password must be compliant with your Password Policy - ie. meet minimum character requirements
  • In addition to the above, selecting the Default Country in the Agency Other Details section will ensure that the country is auto-populated on all addresses when the user is creating records

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