🛠️ What You Do in the User Tab
The User tab is where you:
- Create login credentials for a person
- Set user type (Admin, Standard, Reader)
- Define what parts of the system they can access
- Add a phone number for two-factor authentication (optional)
- Block or unblock user accounts
👥 User Types Explained
There are three types of users in Triark:
- Admin – Full access to all modules, including User Administration
- Standard – Access depends on the permissions you assign
- Reader – Can only view information but cannot change anything
🔧 How to Create a System User
- Go to the User tab for the person you want to give login access to
- Click on + User
- Enter their email address (this will be their username)
- Choose the User Type
- Add a phone number if required for 2FA (optional)
- Check the modules they should have access to
- Click Save and Close
🚫 Blocking or Unblocking a User
If someone should temporarily lose access:
- Use the Block User toggle to deactivate their login.
- To restore access, turn the block off again.
This does not delete the user or remove their information.
📥 Example Use Case
When onboarding a new team member, the administrator:
- Adds them in the User Admin Grid
- Goes to the User tab
- Assigns them the role Standard
- Gives access to CRM and Project
❓ FAQ
Q: Can I create a login for any person in the system?
Yes, but only Admin users can do this.
Q: Can I give someone access to documents but not products?
No, this is configured in the access tabs to the relevant project.
Q: What happens if I block a user?
Blocking disables their login but keeps their information in the system for future use.
Q: Is two-factor authentication required?
Yes.
