Tradesimple: Creating and Deleting Users

Overview

This article covers the required steps to take for a new user to be created in Tradesimple.
It will also go over the different levels of access and permissions that can be assigned to each user (new or existing). Please see the end of the article for guidance on deleting users.

The tasks detailed in this article should ideally be carried out by a system administrator.

Creating a New User

• Log in and go to Membership > My Business on the left-side menu

Fig.1 - The 'My Business' button

• Search for the unit that the user in question belongs to. There may only be one unit visible, in which case no searching is required

The unit searched for will be the new user's 'parent' unit and the one that they will log in as. 

• Select Manage against the desired unit

Fig.2 - Selecting Manage against a user

• Go to Manage Users

A list of all existing users at that unit will be displayed. 

• Select Click here to create a new user

Fig.3 - Click here to create a new user 

• Fill in the fields accordingly. Mandatory fields are marked with emboldened text

Though not mandatory, filling in the Email Address field is recommended. If the user ever needs to use the 'forgotten password' functionality or run reports from Tradesimple, this is the email address that will be used.

The Effective Start Date and/or Effective End Date fields can be used to control when the user profile starts/stops being active.

When setting the Username and Password, certain requirements may be in place (number of characters, upper case, numbers, special characters, etc). This will depend on settings put in place by the System Administrator. Usernames always have to be unique and a message will display if the username already exists. 

• Select Save

Fig.4 - Fields for creating a new user

The newly created user will then appear in the list of existing users.

Assigning Permissions

If the newly created user logs in at this stage they will see the homepage and only have the ability to log out of the system. This is because no permissions are assigned to new profiles when they are created.

The following instructions require the Administrator to have 'can assign' access to the required roles. 

• Go to Membership > My Business on the left-side menu
• Search for the unit that the user in question belongs to
• Select Manage against the desired unit
• Go to Manage Users
• Select Roles against the user in question
• Tick the boxes against the required roles

In Role? will give the user that role. Can Assign? will give the user the ability to assign the same role to other users. Both boxes can be ticked if wished. 

• Use the Save changes button once all required boxes are ticked - changes must also be saved before going to a new page of roles (if applicable)

Fig.5 - Assigning roles to a user

After the roles are assigned, the user will see additional options available when they log in.

Assigning Proxy Roles

It may be necessary for a user to be able to 'switch' between units once logged in. Typically this would be for a Head Office worker or perhaps someone in an Area Manager position.

The following instructions require the Administrator to have 'can assign' access to the required roles. 

• Go to Membership > My Business on the left-side menu
• Search for the unit that the user in question belongs to
• Select Manage against the desired unit
• Go to Manage Users
• Select Proxy Roles against the user in question
• Type the name of the unit that the user requires access to in the Business Field
• Type the name of the role that the user requires when logged in as that unit
• The In Role drop-down can be changed accordingly. Kept as Show All is recommended
• Tick the necessary boxes and repeat the above steps for any additional roles/units
• Save changes

Fig.6 - Assigning proxy roles to a user

Deleting a User