About User Types
PanatrackerST has three user classifications.
System User
This user has access to the system to view details about the units tracked in the system and can complete transactions based on their role. System users are assigned to at least one team but can be assigned to multiple teams with different roles within each team. System users have access to view details about the units in custody or owned by the teams that they are assigned as a member. System users have access to view details for units owned by the organization. System users will be set up to use an email for their login. An invite will be sent to the system user to create their password and then access the system based on the team assignments.
Community User
The community user type is created to take custody of items tracked in the system through a check out. This user type does not have access to view any details about the units in the system or ability to complete transactions.
Customer User
The customer user type is assigned to external users (customers) that have items that are owned by their organization tracked in the system. This customer user can only be assigned to the customer roles which gives access to the customer portal. The customer portal will provide views for information related to those units owned by the customer team they are assigned.
Adding System Users
Under the Settings section on the left menu, select Users. The grid view for the users will be presented. The user grid view has 3 tabs to access the current list of users under each user classification: System, Community, and Customer. You can have any tab view open to access the [New User] setup.
- Select the user type System User from the dropdown list.
- Enter the user’s First Name and Last Name. The first name and last name is displayed in lookups and on reports.
- Enter the user’s Email. The email will default as the user’s login/user ID. Keep the email as the default for the login.
- Assign the user’s Organization Role.
- Phone Number, Department, Job Title, and Notes are all optional fields for entry.
- Assign the user to at least one team. Users can be assigned to multiple teams. Assign the Team Role for each team added. Note that the Team Role selected for the first add will remain defaulted. This is to support the ability to assign the user to multiple teams with the same role. You may change the Team Role at any time.
- When the required fields have been entered, the [Send Invite] button at the top right will be enabled. When the invite is sent, the user will receive an email to complete the registration and create their password. Once they are registered, they will be prompted to log into PanatrackerST under any of the teams’ facilities they have been setup to access.
Adding Community Users
Under the Settings section on the left menu, select Users. The grid view for the users will be presented. The user grid view has 3 tabs to access the current list of users under each user classification: System, Community, and Customer. You can have any tab view open to access the [New User] setup.
- Select the user type Community User.
- Enter a User ID. The ID can be an employee badge ID that is barcoded for scanning or other related ID. This will be the ID that is selected on check out transactions. A community user can also be set up to represent a group of users, such as Project Team or Maintenance when items may not necessarily be checked out to one specific person.
- Enter any additional details. The First Name and Last Name entry will also be visible in the user look up lists and often added to reports. These fields are not required fields.
- When all required fields have been entered, the [Create User] action will be enabled at the top right and used to add the user to the Community User list.
Edit Users
- The user grid view has 3 tabs to view the users under each classification.
- Select the user and select Edit to open the user record to view and edit. [Update User] to save any changes. Use the delete action button to delete a user.
