Users are people who can sign into the Tracker. Employees are people you want to track in the system (for example, you want to assign items to them). An employee can be a user but doesn't have to be. Similarly, a user can be an employee but doesn't have to be.
Users can be assigned fine-grained capabilities with user groups (listed and defined in User groups).
Every organzation using Tracker 8 has at least one organization manager. Only organization managers can add users and assign them to user groups.
Depending on the groups they're assigned to, users are classified as editing or view-only.
When you license Tracker 8, you specify the number of editing and view-only users you want. This doesn't limit the number of users you can add to the system (you can add as many as you like). Rather, it limits the number of editing and view-only users who can sign into the application at the same time.
When a user signs in, the Tracker checks (1) the user's type (editing or view-only) (2) how many users of that type are licensed and (3) how many of that type are already signed in. If the licensed quantity has been reached, the new user isn't allowed into the application.
Train your users to sign out of Tracker 8 when not using it. If they don't sign out, they may prevent another user from signing in.
ADD, EDIT AND DELETE USERS
View-only users can be in any or all of the FIND, ORDER and VIEW groups. Field users are generally in the FIND group (which allows them to search for items in the Find and add to cart screen) and are often in the ORDER group (which allows them to order items in that screen). Users in a VIEW group can see (but can't edit) jobs, items and other data.
Users in any of the SHIP, ADD AND EDIT or DELETE groups are editing users.
'Ship from home base' and 'Ship to/receive at home base' haven't been implemented (yet).
Duplicating an existing user with the same (or almost the same) user groups is faster than entering a new user from scratch.
DUPLICATE AN EXISTING USER
EMAIL A TEMPORARY PASSWORD TO A NEW USER
RESET A USER'S PASSWORD
Users can reset their own passwords with the Change password option in the main Utilities menu or by clicking Forgot your password? in the Sign in screen. But, if necessary, an organization manager can reset a user's password.