Add new user.
You may add as many users to Tank Track as you want. There is no additional fee for additional users.
TIP: 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.
To add a new user:
STEP 1: Click the ADD NEW USER BUTTON to add a new user to Tank Track.
STEP 2: Enter the new user's information.
Field Name | Explanation |
Full Name | The user's full name. |
User Name | The user's shorter (or abbreviated) name. |
Email Address | The user's email address. IMPORTANT: Each user must use a unique email address. |
Cell Phone | The user's cell phone number. Click the TURN ON TEXTING BUTTON to activate the ability to text daily schedules and routes to the user. |
Change Password | The user's password. |
Repeat Password | The user's repeated password, to ensure accuracy. |
Color | The user's assigned color. |
Technician | Whether the user is a field technician. Leave unchecked if the user is not a field technician. |
Send Routes by Email | Whether the user is a field technician who should receive daily route information emails. |
Include Phone Numbers | Whether the user is a field technician who should receive daily route information emails that include customer phone numbers. |
Date User Created | The date the user was created (non-editable). |
STEP 3: Set the new user's access permissions.
Access Permission | Options |
Own Schedule and Invoices (View-Only Property Invoice History) | View/Edit allows a 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 allows a 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 prevents a user from viewing his or her own schedule, invoices, and related property information. |
Create and Schedule their own Appointments | View/Edit allows a user to create and schedule his or her own appointments. None prevents a user from creating and scheduling his or her own appointments. |
Pricing | View/Edit allows a user to view and edit pricing information on accessible invoices. View Only allows a user to view pricing information on accessible invoices. None prevents a user from viewing pricing information on accessible invoices. |
Contacts, Properties, Service Due, and Estimates | View/Edit allows a user to view and edit contacts, properties, estimates, and service due notices. View Only allows a user to view contacts, properties, estimates, and service due notices. None prevents a user from viewing contacts, properties, estimates, and service due notices. |
All Schedules, Invoices, and Service Contracts | View/Edit allows a user to view and edit all schedules, invoices, and service due notices. View Only allows a user to view all schedules, invoices, and service due notices. None prevents a user from viewing all schedules, invoices, and service due notices. |
See Invoice List | View/Edit allows a user to view the invoice list. None prevents a user from viewing the invoice list. |
Send Emails and Text Messages | View/Edit allows a user to send emails and text messages. None prevents a user from sending emails and text messages. |
Manage Payment Methods | View/Edit allows a user to manage payment methods. None prevents a user from managing payment methods. |
Payment Due Dates | View/Edit allows a user to view and edit payment due dates. None prevents a user from viewing and editing payment due dates. |
Company Reports and Payments List Page | View/Edit allows a user to view the payments list and company reports. None prevents a user from viewing the payments list and company reports. |
Export Company Lists and Backup Files | View/Edit allows a user to export company information and generate backup files. None prevents a user from exporting company information and generating backup files. |
Settings | View/Edit allows a user to access Tank Track's settings. None prevents a user from accessing Tank Track's settings. |
Add/Edit/Delete Users (Within Settings) | View/Edit allows a user to add, edit, and delete other users. None prevents a user from adding, editing, and deleting other users. |
Access Private Notes | View/Edit allows a user to access private calendar notes. None prevents a user from accessing private calendar notes. |
STEP 4: Set the new user's delete permissions.
Delete Permission | Options |
Invoices and Waste Manifests | Yes allows a user to delete invoices and waste manifests. No prevents a user from deleting invoices and waste manifests. |
Service Due, Estimates, and Service Contracts | Yes allows a user to delete service dues, estimates, and service contracts. No prevents a user from deleting service dues, estimates, and service contracts. |
Payments | Yes allows a user to delete payments. No prevents a user from deleting payments |
Contacts, Properties, and Waste Sites | Yes allows a user to delete contacts, properties, and waste sites. No prevents a user from deleting contacts, properties, and waste sites. |
STEP 5: Click the SAVE BUTTON.
Edit existing user.
To edit an existing user's information or access or delete permissions:
STEP 1: Click the user to edit.
STEP 2: Edit the user's information, access permissions, and delete permissions, as desired.
STEP 3: Click the SAVE BUTTON.
Remove existing user.
To remove an existing user:
STEP 1: Click the user to remove.
STEP 2: Click the DELETE BUTTON.
IMPORTANT: If the user is designated as a default technician of a truck in the Trucks Settings, you'll first need to remove the user as a designated default technician before being able to remove the user from Tank Track.
STEP 3: Click the DELETE BUTTON in the confirmation window.