Our subscription is not licensed-based, so Fastrak allows you to add as many users as you require.
Create a New User
1. Navigate to Setup à New Users, to set these up or speak to your Fastrak office administrator if you cannot access this area
2. Click on the icon, located on the top left-hand side of the screen
3. The following window will open with the following fields to complete:
The following fields when selected will enable certain functionality:
Adviser – Creates the user as an Adviser, enabling Clients to be associated to them for Reporting and Client Portal purposes
Planner – Enables users to run reports and access the system
Setup – User has access to areas of the system where fundamental changes are made. If a User has been given access to this area, please raise a Fastrak Support Ticket detailing the access area required.
Suspend – If a user no longer requires access to Fastrak
If you are using our client portal – Details completed in the following fields will appear on the Client Portal- Display Name
- Job Title
- Initials
- Telephone
- Mobile
4. Select ok - The new User will automatically receive:
An email containing the URL
Web address for Fastrak
Confirmation that their email address is their Username
A temporary password to access Fastrak for the first time. Users will be prompted to change their temporary password.
User maintenance
Once a User has been created you can:
- Adjust access rights
- Edit details
- Reset password
