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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

  1. Log into FastTrack360
  2. Navigate to Maintenance > User
  3. Click Add 

  4. System defined mandatory fields are outlined in red
  5. 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)
  6. Enter First Name
  7. Enter Surname
  8. 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
  9. Select applicable Office
  10. Navigate to Login Details section
  11. Enter User Name - this must be unique and cannot be edited once saved
  12. Enter Password
  13. Re-enter password in Confirm Password
  14. Move down to the Contact Details section
  15. Enter Email One
  16. Navigate back to top of record
  17. Click Save
  18. Navigate to Security and Permission section
  19. Click Add
  20. Select applicable Security Role and Data Group (mulitple selections can be made however Data Groups cannot have any overlapping entities)
  21. Click Save
    New user has been created

 

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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