Users         

User Master Files are used to identify each authorized user of TeleTracker Online.

To access Users from the menu bar of the main TeleTracker Online screen, click Master Files, then Users.  To create a new User, click on New button located on the toolbar.  To open an existing User, select the User from the User Master File list and click the Open button.

General Information

ID:  This field is the unique name used to identify each individual TeleTracker Online User.  The User must provide this ID in order to access TeleTracker Online.

Name:  This field is used to enter the corresponding name of the User.

Password:  This field contains the Users case-sensitive, unique password.  The User must provide this password in order to access TeleTracker Online.

Security Level:  This box is used to identify the Users specific security level.  All security levels within TeleTracker Online are customizable and must be set up accordingly to your company’s policies and user regulations.  Exercise caution when assigning specific security levels to your various Users.  The levels chosen will directly and immediately affect the Users access to your company’s data.  Please visit the Security Levels page to learn how to set up your security levels.  

Salesperson Code:  If the User is also a salesperson, select the appropriate salesperson code for this field.  

Termination Date:  This field is used in the event of an employee or User termination.  The population of this field will disable the User from accessing TeleTracker Online.

Options

Force Clock-in at Login:  Place a checkmark in this box to require the User to clock-in upon the first login of the day.

Hourly Employee:  Place a checkmark in the box if the User is paid hourly.

Access Card Only:  Place a checkmark in this box to require the User to swipe an Access Card to login.  Contact the TeleTracker Online Sales Department @ 877-277-6810 ext. 2, for Access Card ordering information.

Biometric Only:  Place a checkmark in this box to require the User to provide a fingerprint scan to login.  To configure the Biometric Scanner, click the picture of the scanner to the right of the options box and follow the instructions.  Contact the TeleTracker Online Sales Department @ 877-277-6810 ext. 2, for Biometric Fingerprint Scanner ordering information.

Allow Time Clock:  Place a checkmark in this box to activate the Time Clock icon on the main TeleTracker Online toolbar.  This enables users to Clock-In, Lunch-Out, Lunch-In and Clock-Out.

Transfer Requests:  Place a checkmark in this box to notify the user upon login that there is a store transfer request pending for the location they logged into.

Location Restrictions

Home Location:  Select the appropriate home location for this User.  When logging into TeleTracker Online, the <Choose Location> window will default to the Home Location.

Allow login to::  Used to define and limit the specific locations the User is authorized to login to.

Allow inventory checks for::  Used to define and limit the specific locations for which the User can check inventory.

Allow reporting for::  Used to define and limit the specific locations for which the User is authorized to run reports.

Filter transactions for:: Used to define and limit the specific locations from which the User is authorized to view transactions.

Email Account Information

Fill in the fields with the User’s appropriate POP3 email account information.  This will enable the User to use the Email function located within TeleTracker Online.

--  Activation Types  --  Customer Status  --  Locations  --  Users  --  Disclaimers  --  Terms  -- Lead Sources  --  General Ledger  --  Reasons  --

--  Revenue Departments  --  Sales Tax  --  Salesperson  --  Coupons  --  Customers  --  Vendor  --  Service Provider  --  Product  --

--  Contact Us  --