Users are people who access the Tap Trackers system via their email address.
Each user has a Role.
Each Role has different permissions - what they are allowed to do/see and what they can not.
See Roles. Only Service Manager + and Clients can create users.
Creating A User
Click on Users on the right menu, then +Create.
Enter the new user’s name and email address.
Password:
Check the box under Password and the system will create a random password for the new user (they will receive it in a welcome email). Alternatively (Not Recommended), you can enter what you want the person’s password to be.
Location:
This section is optional.
User Profile:
Each user must have at least one profile. A profile includes their role and the establishments, breweries, or territories they are linked to.
Create New Linked Profile
Enter the user’s name (first last) and select their role from the drop-down list, and select Client (that is your company) from the drop-down list. Finally, select what they are linked to (Client (all establishments), a Territory, specific establishment(s), or a brewery. Note that a user linked to Client is linked to every establishment you have now and in the future.
Emails:
Check off which emails they should receive.
Save:
Click +Create
Updating A User
On the Users page, click the user’s first name or the gear icon to the right of the user and select Update User.
Social Media Links
These are not currently being used for anything, but may be in the future.