ThriftTrac User Permissions

Permissions are granted at the User level so every individual in your organization is equipped with the right tools for their unique job. Admin and employee users must be assigned to a location to access data associated with the specific location.

How to Setup a User

In order to setup a ThriftTrac user, first login to ThriftTrac with a user that has admin level access. Select the users option from the administration tools dropdown. Once on this screen, to setup a new user select new admin user in the top right corner.

You are now ready to setup a new user. First provide their email address and name. The next selection will be regarding their role. You have two options for roles (see more information below on selecting the appropriate role for each team member): admin or employee.

Next you will need to add a business assignment according to the individual’s role. Each user can have multiple business assignments if needed. The options are wholesale, retail, processing, transportation, benevolence, and donations.

You will need to give the user access to the appropriate location. If you have multiple locations, a team member can have access to any location(s) they work.

Finally, you will provide a password that the user can use for their initial login.

Admin 

In addition to gaining exclusive access to the Administration Tools tab in ThriftTrac, individuals with the User Role of admin inherit full functionality in every business module across every location they’re assigned. Permissions include:

• Create
• Read
• Update
• Delete

Employee

Individuals with the User Role of employee must be assigned to an appropriate business module(s) (e.g., processing, retail) to access specific functions across every location they’re assigned.  Permissions per business role include:

• Director
  • Create
  • Read
  • Update
  • Delete
• Manager
  • Create
  • Read
  • Update
• Team Member
  • Create
  • Read

Definitions:

• Create – The ability to create a new record
• Read – The ability to read existing records
• Update – The ability to update or edit existing records
• Delete – The ability to delete or remove existing records