The user list contains the following key columns:
- Full Name – Displays the user's first and last name.
- Information – Optional notes about the user, such as "Tech", "Temporary Email", etc.
- User – Indicates whether a system user has been created for the person.
- User Type – Shows if the person is an Admin, Standard User, or Reader.
- Actions – Allows you to edit, manage, or view detailed information about the user.
➕ How to Add a New User
- Click + Person at the top of the list.
- Fill in the first name, last name, company, and additional information.
- After saving the person, go to the User tab to create their system login.
🚫 Person vs User
Triark separates Persons and Users for security reasons.
Here’s the difference:
| Term | Purpose |
|---|
| Person | Stored as a contact in the system. No login. |
| User | Person with system access and defined permissions. |
❓ FAQ
Q: What is the difference between Standard, Admin, and Reader users?
- Admin users have full access, including managing other users.
- Standard users have permissions set by the admin.
- Reader users can only view data and cannot make changes.
Q: Can I delete a user from the list?
Users cannot be deleted but can be deactivated by removing login information or blocking the user in the User tab.
Q: Do I need to create a new person every time I make a user?
No, you can use existing persons and just add user access in the User tab.
