Users
- Oz Akman
- Anthony Pepe
Users Overview
Overview
The Softrip Security screen allows users to add internal user information. This includes setting up the username, passwords, and assigning permission levels to the users. It is suggested to provide a handful of employees access to screen to control internal employee access and usability of the application. This will help streamline active and inactive users and ensure the correct profiles and access levels are provided to each employee.
To access security users, hover over the security menu in the action toolbar and select "user."
Creating internal users vs external users
Note: In order to create external users, such as travel agents, use the Softrip CRM.
In order to create internal users for employees/staff, access the Security Users screen.
Creating new users
In order to create new users, select the plus sign in the middle of the screen and begin filling in the details. There are a variety of fields that are available for users to enter details regarding their employees. Of these fields, only a few are required and will support overall system functionality.
User ID
The User ID field allows users to create a login. The login is typically the first initial and last name of the individual. This user ID will be used to log into the application.
User Name
The full name of the employee/user should be entered into the User Name field.
Password
The password field allows users to enter a password for the user to access the application. Because the password is not stored, if a user forgets their password, a system admin will need to access the users screen, enter a new password, and provide the information to the user.
Active checkbox
In order to allow users to access the system, users must select "yes" under active.
Note: The search bar provides users with the opportunity to search for active and inactive users. To ensure a user is active, search for the user after they are created.
Removing Users
Removing a User can be done several ways. A user can select the checkbox beside the user record and select the Trash Can icon:
This will prompt a warning message alerting the user that once this record is deleted it cannot be undone.
Users can also select the arrow button and select “Delete”:
This will also prompt the user to confirm they want to delete the record.
Once the users selects “Yes” on either of these warning prompts the system will delete that User record.
A User record can only be Added, Edited, or Deleted by a User whose User Profile has the following Security Checkpoints to do so:
Profile
The profile field drives the the users ability to utilize the application. These profiles are set-up under security profiles. The functionality capabilities are assigned to the profile under the security profile checkpoints screen.
Note: Once a user is created in the application, users can verify the profile they are assigned to and the associated checkpoints by right clicking the user name and selecting "view user profile" as seen in the video below.
To view the differences between profiles and checkpoints, vew the "profiles vs profile checkpoints" article.
The email address associated to the user will be entered under the email field.
Department
Designate the department that a user is associated with under the departments drop down.
Subsystems
Users can control which screens users will have access to by selecting the sub systems check boxes.
For example, if a user should not have access to the marketing screen, then users should not check "Marketing" under the sub systems. If that user attempts to access the marketing subsystem, they will be presented with an error message.