What Are The Types Of User Rights
You can add multiple users with varying rights on Detrack for your managers, sales support staff, customer service officers, packers or any person who can benefit from the data fed into Detrack. Below is a quick summary of the user types you can add and their rights: Owner Able to change Settings Able to add […]
How To Add Sub-Users
You can add multiple users with varying rights on Detrack for your managers, sales support staff, customer service officers, packers or any person who can benefit from the data fed into Detrack. Note: Once the sub-user has been added into Detrack, he / she will receive an invite email sent from Detrack with the URL […]
How To Use The Address Book / Contacts
Address book / Contacts allows you to store customer names, company names, addresses, emails, phone numbers, instructions, zone as well as the items and quantity that are usually delivered to your regular customers. This feature is useful for companies doing milk runs or delivering to fixed customers. To use the Address Book / Contacts, begin […]
How To Add / Edit / Remove A Contact
The Add Contact feature as a mini-database to store the details of your customers. Thereafter, when creating a delivery / collection job through the dashboard, the respective information can be retrieved for auto completion, when either the Name of the contact is entered into the Deliver To field or when Company Name is entered into […]
How To Create A Login For Your Client
Note: This process can only be performed by the Detrack Owner account. Creating a Login for your Client Steps Log in to your Detrack dashboard. Click on the Users tab and click on Add Users. Enter their Name, Email, Group (Optional) and Role. Set the Permissions and click Save. Creating a Group for each of […]
