You can manage XTruLink users and permissions under System setup. We encourage you to keep this up to date as staff roles and involvement change.
User List
The User List contains all XTruLink users. From the Main Menu, navigate to System > User List.
To add a new user:
- Click Add User on the top-right corner of the page
- Add Name, Title and Email Address
- Click Add User
To edit an existing user:
- Click the Edit icon next to the user's name
- Under Tasks on the right, you have the following options:
- Reset Password - sends a password reset email to the user
- Update Information - allows you to change Name, Title, User Group(s) or Email Address
- Remove User - deletes user from the system and removes access
User Groups
User Groups allow you to define permissions for your various staff roles. From the Main Menu, navigate to System > User Groups. Within a User Group, you can select from a list of permissions to define access for your staff members. The following permissions are available:
| Permission | Description |
|---|---|
| Access Control Setup | Manages configuration for access control devices. This includes adding users and configuring attendant modes. |
| Cloud Setup | Full access to the Cloud Setup tab 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. |
| 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:
|
| Kiosk Setup - Kiosk List & Schedules Only | Access to Kiosk List and Schedules from Kiosk tab. This allows users to:
|
| Messages | Ability to add/edit system receipts and messages under Cloud Setup tab. This includes both emails and texts. Also includes the ability to create internal Notifications for staff members when a donation, membership, other purchase is made via an XTL sales method. |
| 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 running an order report and 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. |
| Text Messaging | Full access to Text Messaging tab in the Main Menu. This allows users to:
|
| User Management | Ability to add/edit users and user groups (permissions). What this whole page is all about! |
| XTruLink Administrator | FULL ACCESS TO ALL BACK OFFICE FUNCTIONS. |
| XTruLink System Setup | Full access to System tab in the Main Menu. This allows users to:
|
By default, your system will contain four user groups. These are:
| Default User Group | Included permissions |
|---|---|
| Back Office Administrator | XTruLink Administrator |
| Marketing Department | Text Messaging, Messages |
| Visitor Services Director | Access Control Setup, Cloud Setup, Constituent & Membership Information, Digital Membership Setup, Kiosk Setup - Full Access, Messages, Online Setup - B2B, Online Setup - B2C, Orders List & Order Details, Reports |
| Visitor Services Manager | Access Control Setup, Cloud Setup, Constituent & Membership Information, Digital Membership View Only, Kiosk Setup - Kiosk List & Schedules Only, Orders List & Order Details, Reports |
You can also create your own user groups by clicking Add Group on the User Groups page and selecting the permissions to include.