Managing users and team members in Tracksales allows you to control access and delegate tasks. This guide covers user management features.

1. Adding New Users

To add a team member:

  1. Go to Settings → Users
  2. Click "Add User"
  3. Enter user information:
    • Full name
    • Email address
    • Phone number
    • Password
  4. Assign a role
  5. Set permissions
  6. Send invitation email

2. User Roles

Tracksales offers different user roles:

  • Admin: Full access to all features and settings
  • Manager: Access to most features except sensitive settings
  • Staff: Limited access for day-to-day operations
  • Custom Roles: Create roles with specific permissions

3. Setting Permissions

Control what each user can do:

  • Grant or restrict access to modules (Sales, Inventory, Reports, etc.)
  • Set permissions for creating, editing, or deleting records
  • Control access to financial information
  • Limit access to specific locations (multi-location)
  • Set approval requirements for certain actions

4. Managing User Access

Control user accounts:

  • Activate or deactivate user accounts
  • Reset user passwords
  • Update user information
  • Change user roles
  • View user activity logs

5. Activity Tracking

Monitor user activity:

  • View login history
  • Track actions performed by each user
  • See who created or modified records
  • Audit trail for compliance

💡 Pro Tip

Follow the principle of least privilege - only grant users the minimum permissions they need to perform their job. This improves security and reduces the risk of errors.