FAQ - Creating a New User Account
This article explains how to create a new CommTrak user.
Create a New User
Settings > User Settings > Users
In the Add a new user section, click
Once the mandatory fields (detailed below) have been entered, the new user record can be saved by clicking .
Mandatory User Fields
The following fields must be completed before the new user account can be added:
Username
The name the user will use to sign-in to CommTrak. Examples of usernames are:
- sam
- sam@yourorg.com.au
- SamC
Usernames are case-sensitive.
Password
The password that the new user will use to sign-in to CommTrak.
It is strongly recommended that the new user should change their password the first time they sign-in to CommTrak. Please direct new users to the Start Here - My Details article, and the Getting Started section of the CommTrak Support Centre.
Staff Name
Typically the user's given and family names. For example:
- Sam Cookson
- Marty Hanlon
This Staff Name field is used in CommTrak communications, such as emails to customers, notes, and internal messages.
The new user's email address.
Optional Fields
The following three fields are optional, but recommended, and can be used as placeholders in some email templates, and will also be displayed on the main CallTrak screen;
- Extension Number
- Mobile Number
- Job Title
Other Fields
- Start Date - the date on which the user started working for your organisation
- State - defaults to the CommTrak system's state, but can be overridden for users located in another state
- Font Size - options are Normal, Large, Largest
- Receive Workflow Emails - options are Company-wide default, Yes, No
- Telesales Working Minutes Per Day - For Telesales team members, providing the duration of the standard working day (in minutes), enables the provision of statistics for reporting Telesales activities.
Assigning a Staff Role
A Staff Role such as Office, Sales Person, Supervisor, etc., should be assigned to the user by selecting the required role from the Staff Role field.
The Staff Role determines the level of access that will be provided to the user when they sign-in to CommTrak. For example, a Supervisor can access every record and almost every setting (including user settings) within CommTrak.
Restrictions
The user can be restricted from accessing customer records for which they are not a Relationship Manager.
The options available are restricted to either one, or both, of:
- To customers where user is Sales Rep or Relationship Manager
- To customers where Sales Rep or Relationship Manager is not allocated
Tick the options as required.
Sales Manager
The user can be allocated to an existing Sales Manager, by selecting the list of names in the Sales Manager drop-down list.