You can give your team access to Trexity by adding users to your Merchant Portal. There's no limit to how many users you can add, and you can add, edit, or remove them at any time.
Choose the right user type
- Staff users are for team members who handle day-to-day deliveries. They can create and upload deliveries, and manage and track orders. Each staff user can access one location only.
- Accounting users are for team members who handle finances. They can review invoices and manage billing information.
Picking the right type makes sure each person sees only what they need for their role.
How to add a user
- Log in to your Merchant Portal.
- Go to Admin > Profiles & Users and select the Other Users tab.
- Click Add Staff User or Add Accounting User, depending on the type of user you need.
- Enter the user's name, email address, and default location.
- Click Create.
The new user will receive an email asking them to set their password. The email may be titled "Forgot Password," which is expected.
How to remove a user
- Go to Admin > Profiles & Users and select the Other Users tab.
- Find the user in the Staff Users or Accounting Users list.
- Click Edit to update their details, or Delete to remove their access.
If you need to give them access again later, just add them back.
Still need help?
If you have questions about adding or managing users, our support team is happy to help.