Settings: 04. Users

You may add as many users to Tank Track as you want. There is no additional fee for additional users.

⚠️ We strongly encourage each user to have his or her own login credentials. Please do not allow users to share login credentials, as that practice creates critical security risks.

👆 Click the ADD NEW USER button to add a new user to your Tank Track account.

— Full Name Field

⌨️ Enter the full name of the user.

— User Name Field

⌨️ Enter the user name of the user.

🎯 Most Tank Track subscribers enter an abbreviated name or even the full name of the user.

— Email Address Field

⌨️ Enter the email address of the user.

ℹ️ Because a user needs an email address to log into Tank Track, each user is required to have his or her own unique email address. This means that a common or shared email address cannot be used.

— Cell Phone Field

⌨️ Enter the cell phone number of the user.

👆 Click the Turn On Texting button to activate the ability to text the user daily schedules and routes.

— Choose Password Field

⌨️ Enter a password for the user.

— Repeat Password Field

⌨️ Re-enter the password for the user.

— Color Field

🔘 Select a color to assign to the user.

— Technician Field

✅ Check the "Technicians will appear in the drop down menus..." option to designate the user as a driver or field technician.

— Send Routes by Email Field

✅ Check the "Check to authorize this driver to receive daily schedule info..." option to enable the driver or field technician to receive daily schedules and routes.

— Include Phone Numbers Field

✅ Check the "Include phone numbers for each customer..." option to include customer phone numbers in the driver or field technician's daily schedules and routes.

You may customize a user's ability to view and edit information.

— Own Schedule and Invoices/View-Only Property Invoice History

🔘 Select:

• View/Edit, to allow the user to:

  • view only his or her own schedule;

  • view and edit only his or her own invoices; and

  • view the related property information, including its invoice history.

• View Only, to allow the user to:

  • view only his or her own schedule;

  • view only his or her own invoices; and

  • view the related property information, including its invoice history.

• None, to restrict the user from:

  • viewing his or her own schedule, invoices, and related property information.

🎯 Most Tank Track subscribers select the View/Edit option because it allows the user to modify his or her own invoices to include additional required work.

— Create and Schedule their own Appointments

🔘 Select:

• View/Edit, to allow the user to create and schedule his or her own appointments.

• None, to restrict the user from creating and scheduling his or her own appointments.

— Pricing

🔘 Select:

• View/Edit, to allow the user to view and edit pricing information on accessible invoices.

• View Only, to allow the user to view pricing information on accessible invoices.

• None, to restrict the user from viewing pricing information on accessible invoices.

— Contacts, Properties, Service Due, and Estimates

🔘 Select:

• View/Edit, to allow the user to view and edit contacts, properties, estimates, and service due notices.

• View Only, to allow the user to view contacts, properties, estimates, and service due notices.

• None, to restrict the user from viewing contacts, properties, estimates, and service due notices.

— All Schedules, Invoices, and Service Contracts

🔘 Select:

• View/Edit, to allow the user to view and edit all schedules, invoices, and service due notices.

• View Only, to allow the user to view all schedules, invoices, and service due notices.

• None, to restrict the user from viewing all schedules, invoices, and service due notices.

— See Invoice List

🔘 Select:

• View/Edit, to allow the user to view the invoice list.

• None, to restrict the user from viewing the invoice list.

🎯 Most Tank Track subscribers restrict non-administrative users from viewing the invoice list because it reveals company revenue.

— Send Emails and Text Messages

🔘 Select:

• View/Edit, to allow the user to send emails and text messages.

• None, to restrict the user from sending emails and text messages.

— Manage Payment Methods

🔘 Select:

• View/Edit, to allow the user to manage payment methods.

• None, to restrict the user from managing payment methods.

— Payment Due Dates

🔘 Select:

• View/Edit, to allow the user to view and edit payment due dates.

• None, to restrict the user from viewing and editing payment due dates.

— Company Reports and Payments List Page

🔘 Select:

• View/Edit, to allow the user to view the payments list and company reports.

• None, to restrict the user from viewing the payments list and company reports.

🎯 Most Tank Track subscribers restrict non-administrative users from viewing the payment list and company reports because those reveal company revenue.

— Export Company Lists and Backup Files

🔘 Select:

• View/Edit, to allow the user to export company information and generate backup files.

• None, to restrict the user from exporting company information and generating backup files.

🎯 Most Tank Track subscribers restrict non-administrative users from exporting company information and generating backup files because of the proprietary nature of the information.

— Settings

🔘 Select:

• View/Edit, to allow the user to access Tank Track's settings.

• None, to restrict the user from accessing Tank Track's settings.

🎯 Most Tank Track subscribers restrict non-administrative users from accessing Tank Track's settings for security reasons.

— Add/Edit/Delete Users (Within Settings)

🔘 Select:

• View/Edit, to allow the user to add, edit, and delete other users.

• None, to restrict the user from adding, editing, and deleting other users.

🎯 Most Tank Track subscribers restrict non-administrative users from adding, editing, and deleting other users for security reasons.

— Access Private Notes

🔘 Select:

• View/Edit, to allow the user to access private calendar notes.

• None, to restrict the user from accessing private calendar notes.

🎯 Most Tank Track subscribers restrict non-administrative users from accessing private calendar notes for privacy reasons.

You may customize a user's ability to delete information.

🎯 Most Tank Track subscribers restrict non-administrative users from deleting information.

— Invoices and Waste Manifests

🔘 Select:

• Yes, to allow a user to delete invoices and waste manifests.

• No, to prevent a user from deleting invoices and waste manifests.

— Service Due, Estimates, and Service Contracts

🔘 Select:

• Yes, to allow a user to delete service due, estimates, and service contracts.

• No, to prevent a user from deleting service due, estimates, and service contracts.

— Payments

🔘 Select:

• Yes, to allow a user to delete payments.

• No, to prevent a user from deleting payments.

— Contacts, Properties, and Waste Sites

🔘 Select:

• Yes, to allow a user to delete contacts, properties, and waste sites.

• No, to prevent a user from deleting contacts, properties, and waste sites.