Users Admin

When you log in to Trippus, you as an administrator with authorization can add, delete and edit users in your TriAd/database via the Users menu (if you don't see it in the left menu, you don't have the authorization).

Display the list of all existing users

1. Log in to Trippus system
2. Click on Users of the homepage sidebar menu
3. You will see all Users segmented by Active and Inactive users

Add New User

1. Click on Users on the homepage sidebar menu
2. Click on the Plus sign to the right of Users.
3. Fill in the fields:
   Name: first- and lastname (or the name you want to be shown for the user, for ex "Economy dep.")
   Email - an existing e-mail address to the user you are creating
   Password - set a password for the user (see info on Password requirements under the password fields). The user can, after the account is created, choose to reset the password on the login page to change to their own password.  Password Reset Instructions Here
4. Click Save. The new User is now created. Now you have to set the permissions.
5. Click Edit next to the User's name you just added
6. Click Permissions
7. Select which Permissions you want this User to have (More info below on Permissions)
8. Click Save

Change User Permissions

1. Click on menu Users on the homepage sidebar menu
2. Click Edit next to the User's name you wish to change Permissions for
3. Check or Un-Check Permissions
4. Click on Save

• Permission Descriptions 

  • Bookings and statistics – is suitable so that you see these in the Triad menu to extract data.
  • Customer Admin – under the Settings menu you access Customers, which is an internal directory, you can say if you have your own sub-customers, so you can then, for example, post information about Volvo and then in the event settings select under “Customer”.
  • Customer Register Admin – if you have imported a customer register for invoicing, it will be visible under Settings Customer register.
  • Event Template Admin – allows the user to see events that have the status Template.
  • Events (Add/edit) – requires that one of the two below is selected first, then Events + will be visible so that you can create your own.
  • Events (List all) – shows all events, so you can then search on Show all.
  • Events (List your own) – only shows events where the logged in User is set as a user on the event.
  • Integration Admin – only visible if Triad has integration of some kind and then gives permission for this.
  • Organisation Images Admin – under the Settings menu you can access WebTriad Images, which you may not want many people to access, as it is visible on all new events that are set up and is located there.
  • Payment Client Admin – activates so you can work with Payment Clients for payment solutions.
  • Tag admin – the Settings menu is activated and under it Tags if you are going to work with tags on activities.
  • User Admin – you see the User menu and can create and edit Users.
  • User role (Check-in user) – activates so you can set permissions for the Check-in function.
  • User role (Triad admin user) – activates so you can set permissions for the Check-in function.

For some Triads, additional permissions may appear depending on what functions you have. If you have questions about things that are not mentioned here, contact our support.

Events (List your own) is the minimum to check to see "Events" in the Triad menu.
If the User is to have the authorization Events (List all), then Events (List your own) must also be ticked.

If a new User should have access to events and create new ones, the following should be selected:
Events (List your own) and possibly Events (List all), Events (Add/edit), Bookings and statistics.

Restrict access to a specific web

If the user should only have access to specific websites, for example if you set up a User for Check-in, you mark which website the User should have access to. Then they only see these regardless of whether you have selected Events (List all).
Regardless of which access points you have selected - if you select a specific web/s, they will be disabled, so you will only see the selected webs, Add/Edit web will also disappear then.

Disable/enable users

1. Click on Users on the homepage sidebar menu
2. Click Edit next to the User's name you wish to remove
3. Uncheck the "Active" box and Save.
4. The User will now be moved to the Inactive section on the Users List
5. To activate - do the same for the user under Inactive that you want to activate and then check the Active box.

You can not delete a created User.