👤 Who Belongs Here — Users vs. CRM Persons
Use this module only for people who need to log in. CRM Persons are used for linking contacts to documents and projects, without giving them access.
This distinction is important:
- User Administration = login access
- CRM Persons = linked to project data, no login required
Use the User Administration module only when someone needs an account and access to Triark Cloud.
🔐 Step-by-Step: How to Create a User
- Go to “User Administration” from the side menu.
- Find the person you want to enable as a user.
- Double-click their name to open the details view.
- Select the “User” tab.
- Click “+ User” to open the create user form.
You’ll now see the slide-in user form.
📝 Fill Out the User Form
- Username (email): This will be the user’s login.
- 2FA Phone Number: Required for two-factor authentication.
- Usertype:
- Standard: Regular access with customizable permissions.
- Reader: Read-only access.
- Admin: Full access to manage everything.
You can also control:
- System Access (e.g., Standard, CRM Company, CRM Person)
- Access Level (Read / Write / Delete)
- Create Project toggle (available for Standard users)
Once you’ve filled in the form, click “Save and Close.”
📩 What Happens Next?
The user will receive an email with a login link. They need to follow the instructions in the email to activate their account and set a password.
👥 Role Comparison
| Usertype | Permissions | Use Case |
| Reader | View-only access | Auditors, external consultants |
| Standard | View and edit (with scoped rights) | Engineers, document owners |
| Admin | Full system access and settings | System administrators, power users |
You can tailor Standard access with exact Read/Write/Delete rules, and even allow project creation if needed.
📌 Note on Permissions
This section only defines the global user access. More detailed project- and document-specific permissions are managed later in the setup. You’ll be able to assign roles within projects and restrict or expand access based on specific team needs.
✅ Tips and Common Questions
Can I remove a user later?
To revoke someone's access (block a user), follow these steps:
- Go to the User Administration module.
This is where all registered users with login access are managed. - Find the user in the list.
Use the search bar if needed to quickly locate the person. - Open the user’s detail view.
Click on their row to open their user profile. - Navigate to the "User" tab.
This is where login credentials and access settings are managed. - Click “Block user.”
This immediately disables their access to Triark. They will no longer be able to log in.
✅ Note: You can unblock the user at any time if their access needs to be restored later.
Do I need to enable all persons as users?
No — only enable those who need to log in.
What if someone didn’t get the activation email?
- Ask the user to check their spam or junk folder.
Sometimes the email may be flagged by their email provider. - If they still didn’t receive it:
- Go to the Triark login page.
- Click “Forgot your password” and follow the reset steps using their email address.
- Still not working?
Contact Triark Support for help verifying the account.
