You can manage XTruLink users and user roles via System > Users. We encourage you to keep this up to date as staff roles and involvement change.
Users List
The Users List contains all XTruLink users. XTruLink users are separate from Altru users and must be invited manually. From the Main Menu, navigate to System > Users.
To add a new user:
- Click Invite New User on the top-right corner of the page
- Add Name and Email Address
- Click Invite User
To edit an existing user:
- Click the Edit icon next to the user's name
- Under Information on the left, you may adjust name, status, email, title, and phone. The Status field includes 'Inactive' or 'Locked' properties for employees that have left the organization or have revoked access.
- Under Roles on the left, you may update user permissions. Please see the User Roles section below for more detail.
User Roles
User Roles are access permissions. From the Main Menu, navigate to System > Users. Within a specific user's settings, you can select from a list of permissions to define access for your staff members. The following roles are available:
| Role | Description |
|---|---|
| Access Control Setup | Manages configuration for XTAC Mobile and Web (i.e. Access Control setup on handheld and desktop). This includes configuring access profiles for memberships and programs. |
| Access Control User | Access to XTAC Web and download the iOS app. |
| Account Administrator | ACCESS TO ALL BACK OFFICE FUNCTIONS |
| B2B Affiliate Company Admin | Applied to users added for B2B sales within an Affiliate company. |
| B2B Consigner Company Admin | Applied to users added for B2B sales within a Consigner company. |
| B2B Reseller Company Admin | Applied to users added for B2B sales within a Reseller company. |
| Cloud Setup | Full access to Ticketing Setup, Membership Setup, and Donation Designations tabs in the Main Menu. This is where you can view all programs, memberships and designations syncing from your Altru database. Tasks in this section include:
|
| Constituent & Membership Information | Access to both Constituents and Memberships tabs in the Main Menu. This includes access to list of Online Portal Users. |
| Digital Membership - View Only | Access to Constituents and Memberships tabs along with a list of all Digital Passes generated. |
| Digital Membership Setup | Full access to Digital Passes tab in the Main Menu. This allows users to:
|
| Kiosk Setup - Full Access | Full access to Kiosk tab in the Main Menu. This allows users to:
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| Kiosk Setup - Kiosk List & Schedules Only | Access to Kiosk Profiles and Schedules from Kiosk tab. This allows users to:
|
| Messages |
|
| Online Setup - B2B | Ability to add/edit B2B Program Lists and B2B Companies under Online Sales tab. |
| Online Setup - B2C | Ability to edit Web Portal under Online Sales tab. This allows users to:
|
| Orders List & Order Details | Full access to Orders tab in the Main Menu. This includes viewing details within a specific order. |
| Reports | Full access to Reports tab in the Main Menu. This allows users to run a variety of canned reports. |
| User Management | Ability to add/edit users and user groups (permissions). What this whole page is all about! |
| XTruLink System Setup | Full access to System tab in the Main Menu. This allows users to:
|