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. And a user can be listed as an employee but doesn't have to be.
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.
A user with editing rights can only sign in as an editing user. A user with view-only rights can only sign in as a view-only user.
You can give users who sometimes need to edit and sometimes only need to view data 2 accounts, one of each type.
Organization managers are editing users (an organization can have more than 1) with special, organization-wide capabilities. Among other things, they can add users and assign them to user groups.
Users can be assigned more fine-grained capabilities with user groups (listed and defined in User groups). User groups are also used to control access to Tracker 8's optional modules. You won't be offered the user groups associated with modules you haven't licensed.
ADD, EDIT AND DELETE USERS
Field users are generally assigned to the 'Find' and/or 'Order' groups ('Find' allows them to look items up, 'Order' allows them to order items) but not the 'View' group (which allows them to look at but not edit jobs, items, etc.). The 'View' group is generally assigned to office personnel. All are considered view-only users.
Users in one of the ADD AND EDIT or DELETE groups are editing users. Only editing users can add and edit views, sorts, searches and reports.
DUPLICATE AN EXISTING USER
Duplicating an existing user with the same (or almost the same) user groups is faster than entering a new user from scratch.
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.