Creating and Changing User Information

User information is important to set up so the proper users are able to access and use the TrailerCentral dashboard. 

1. First click on My Account at the top of the screen.

2. From here, select the secondary user's tab - this is where users’ login credentials, admin settings, and permissions are established.

3. Find an empty field and add their login credentials.

4. Once their credentials are in, establish their admin settings and permissions. Admin settings are in place to determine what users can do with the inventory.

5. Permissions:

• Super Admin - gives users the ability to change the true cost and establish floor plans with the inventory.
• Admin - restricts users from establishing floor plans, true costs, and bills associated with inventory.
• Marketing - cannot edit price; can only edit inventory descriptions and images. Notice how the price fields are grayed out.
• User - similar to marketing, however, cannot edit images. Notice in the image that the editing capabilities on each image have been removed.
• Not Visible - Completely removes the inventory tab. Notice in the image that the tab has been removed.

6. When the admin settings are set, you can establish the main permissions with the checkboxes. Checked boxes give access to the corresponding column.

• If you have multiple locations set up with your account, you can give the user specific access to items corresponding to those locations - such as inventory, quotes and POS sales.
• The additional permission tab works the same as the main permissions tab. An important note to make is the CRM setting will be established too.