Create new Users

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

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