Local Users allow you to assign individual logins to staff members using a simple 6-digit passcode. This helps track who made each booking or purchase, improving accountability and visibility across your team.

Local Users

• Each staff member gets a unique Local User profile and PIN code.
• After a period of inactivity, the system logs them out automatically.
• When they return, they re-enter their code to continue.
• This ensures every action - like creating a booking or processing a payment - is tied to the correct staff member.

Why Use Local Users

• Tracks exactly who made each booking or sale
• Helps manage staff accountability
• Works with existing Permission Groups to control access

How to Enable Local Users

This feature must be activated by our team. Please contact Trackman Support to get started.

Once enabled:

1. Go to "Settings" > "Miscellaneous"
2. Toggle Local Users ON.
3. Two new settings will appear:
   • Local User Inactivity Logout – Set how long a user can be inactive before being logged out.
   • Generate New Passcode – Creates a 6-digit login code for each local user.

Adding Local Users

1. Go to "Settings" > "Users"
2. Click "Add Local User"
3. Fill in:
   • First Name and Last Name
   • Role (select a Permission Group)
   • Click Generate Passcode to create their login code

Each local user will log in using this code when the system times out.

Switching Between Users

• A small user switcher bubble appears on the left side of the screen.
• Click it to switch users.
• You can drag the bubble up or down if it blocks your view.