TradeSchool Admin Account

Manage your staff's TradeSchool admin accounts easily within the Users Module.

Find all Accounts

To quickly find all Users who have access to log in to TradeSchool, go to the Security > Access tab.

Do a find for those that have a “1” in the Allow TradeSchool Access box.

The found set of Users is all those granted with an Account.

Set up a New Account

Follow the directions below or watch the help video:

1. Make sure this person has a User record.

2. Find their User record.

3. Under the Security > Access tab, check the Allow TradeSchool Access box.

   This will prompt you to set up their Username and a temporary password. Upon their first login with that username, they can use the temporary password to then set up their new password.

4. Go to the next tab over, Security > Modules. Click the double plus button to grant the user access to all modules.

   You will see all the modules added to the list on the right.

5. To restrict access to a certain module, select it from the list on the right and then click the minus button.

⚠️ A user must always have access to the Users module at a minimum. If you take away the Users module, they will be locked out of the entire database.

6. Tab over once again to the Security > Privileges tab. Click the Double Plus button to add all privileges for all modules.

7. To inspect the privileges for a given module, select the module.
Select the privilege to see the details populate below.

Similar to the modules, select a privilege and click the minus button to revoke it.

Remove Account

To remove an account, simply uncheck Allow TradeSchool Access under the Security > Access tab. You may also want to archive this user.