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

PART ONE

Log into FastTrack360
Navigate to Maintenance > User
Click Add
System defined mandatory fields are outlined in red
Select User Type. Options are;
1. Agency User - all agency staff members
2. Candidate - enables creation of candidate portal user (this is normally done from the Candidate record)
3. Client Contact - enables creation of client portal user (this is normally done from the Client record)
Enter First Name
Enter Surname
Select Agency Type. Multiple selections can be made. This field is typically used in User reporting.
Options are;
1. C-Level (CEO/CFO/CIO/COO)
2. Sales
3. Operations
4. Payroll
5. Finance
6. System Administrator (FTA)
7. IT
Select applicable Office
Navigate to Login Details section
Enter User Name - this must be unique and cannot be edited once saved
Enter Password
Re-enter password in Confirm Password
Move down to the Contact Details section
Enter Email One
Navigate back to top of record
Click Save

PART TWO

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

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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