Sites: Client Portal Access

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Client Portal Access allows you to grant your customer access to the TrackTik system. The customer will only see data related to their site. In the case of a primary site with child sites, the customer will have the option to see either aggregate data for all sites or each site’s data individually.

  • Click the Client Portal Access link to grant your customer access to their site(s).
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  • Click Create A Client Access. Fill out the form to create the access.
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First Name: First name of the client you are granting access to.

Last Name: The client’s last name.

Picture: Add an optional photo of the client.

Phone: The client’s phone number.

Choose a Password: Set a password for client access.

Confirm Password: Enter the password again.

Force to Change Password: The customer must change the password on the next login when this option is checked.

Permissions: Select the role you would like to assign to the client.

Status: Select from the drop-down to either grant or revoke access.

  • Click the Save button.
  • Click the Edit button to edit the client access.
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  • Click the Sub-Sites button to grant access to specific groups of subsites.
Operation Dashboard - Google Chrome
  • To attach a subsite to a site, click the Attach a Subsite button.
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  • Start typing the name of the site to assign it as a subsite.
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  • Click the Save button to assign the subsite.
  • Click the Remove Relation button to remove the subsite.
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If you have multiple regions, you can establish a multi-site in one region, subsites in different other regions, and establish a client portal access for all.

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