Purpose
The Users/Access module serves as the central hub for managing user accounts, permissions, and system-wide access controls in TRUE. Administrators can create and configure user accounts, set granular permissions, and manage access profiles through three primary components: Users, Access, and Profiles.
Users List View
Search & Filter Options
| Search Bar | Search for specific users by name or account details |
| "+" Button | Create new user account |
| "↻" Button | Refresh the user list |
| Export Button | Export or share user list |
Selected User View
Access Tab
Details
| Name | Displays the User Account name. Select the pencil icon to edit login details. |
| Personnel Link | Select the Pencil icon to relate a “Personnel” record to this User Account. Used for TRUE Time and other features. |
User Access Type
Displays user's system access level (TRUE, TRUE Limited, TRUE Field). Use the “?” icon > “Setup/Subscription” > “Manage My Subscription” feature to add additional seats or packages.
| TRUE Field | Requires TRUE Field package. Enables TRUE Field mobile app access |
| TRUE | Full system access (shows current access count, e.g., "18/91") |
| TRUE Limited | Restricted access TRUE user seat (shows current access count, e.g., "6/11") |
Access Roster
List of assigned module permissions
"≡" Icon Options
| Access Wizard | Guided permission setup |
| Duplicate | Duplicate the User Account, copying access permissions. |
| Enable/Disable | Toggle user access. Use to enable or disable the User Account. Used when deactivating an existing account. |
| Delete | Delete the user account. This action is irreversible. |
Preferences Tab
Settings
| Show Introduction Help | Toggle help prompts |
| Language | Set interface language |
| Dashboard Type | Configure default dashboard view |
| Calendar View | Set default calendar display |
| Time Clock Method | Configure default time tracking method |
| Work Ticket Type | Set default ticket format |
| Force Custom App | Default to open a custom built application. |
| Facility Counts | Show/hide facility statistics |
| Branding: | User's Company branding preferences |
| Read-Only Calendar Link | Display the shared calendar access link |
| QB Sales Rep | QuickBooks integration settings |
Alert Notifications
| Mobile Number | For SMS notifications |
| Method | Select notification delivery |
| For email notifications | |
| Manual Email | Manual notification controls |
Usage Tab
| Date Range Selection | Filter by date |
| Timestamp | When action occurred |
| Description | Details of user activity |
| Filter | Select to Filter data |
| Clear | Select to clear filters |
Alerts Tab
| Date Range Selection | Filter by date |
| Filter | Select to Filter data |
| Clear | Select to clear filters |
Column Headers
| Module | Source of alert |
| Time | When alert was generated |
| Access ID | Related permission |
| Description | Alert details |
Access List View
Search & Filter Options
| Search Bar | Find specific access settings |
Filter Button
| Only Modules | Show module-specific access permissions |
| Only Alerts | Display alert permissions |
| Specific Package | Filter permissions by package |
| Specific Workflow | Filter permissions by workflow |
| Specific Module | Filter permissions by module |
| Only Deny | Show deny permissions that disallow access. |
Selected Access
Details Panel
| Title | Access ID name |
| Description | Short definition of the Access ID |
| Reference ID | System identifier |
| Type | Access IDs category |
| Module | Selected IDs associated system module |
| Workflow | Selected IDs related TRUE workflow |
| Package | Selected IDs related TRUE package |
Users Tab
Displays the current users assigned to this access ID.
Profiles Tab
Displays the current Profiles that contain this access ID.
Profiles Module
List View
| Search Bar | Find specific profiles |
| "+" Button | Create new profile |
| "↻" Button | Refresh profile list |
Selected Profile
Details Panel
| Name | Profile identifier |
| Description | Profile purpose and scope |
Users Tab
The list of users currently assigned to this profile.
Access Tab
The list of active permissions for this profile.
Common Workflow Questions
- How do I create a new user account?
- Navigate to Users List View
- Click "+" Button
- Fill required user information
- Select appropriate access level
- Assign necessary permissions
- How do I modify user permissions?
- Select user from Users List
- Navigate to Access tab
- Use Access Roster to modify permissions
- Or use Access Wizard for guided setup
- Save changes
- How do I set up a new access profile?
- Navigate to Profiles tab
- Click "+" Button
- Name and describe profile
- Configure access permissions
- Save profile for future use
- How do I manage user notifications?
- Select user from Users List
- Navigate to Preferences tab
- Configure Alert Notifications
- Set preferred contact methods
- Save notification preferences
- How do I track user activity?
- Select user from Users List
- Navigate to Usage tab
- Set desired date range
- Review activity timestamps
- Export records if needed
- How do I disable a user account?
- Select user from Users List
- Click "≡" Icon
- Choose Enable/Disable
- Confirm action
- System preserves user data