* * * * ALL CHANGES MUST BE APPROVED BY HERM GOTH * * * *
User Administration URL for the IT HelpDesk:
User URL to Login to Arcadium:
https://jxpete.truckcrm.com/arcadiumcrm/
Log in using the credentials found in Keeper
Creating a New User:
CONFIRM WITH HIRING MANAGER IF THE ACCESS IS NEEDED
- This is best done by doing a "copy new" from an existing account with the same job title
- Go to the User Management section
- RIGHT click on the record of a similar user that you will be copying from and select "Copy User"
- From here, you will change the Name, Password, and Username (Initials) field, and then click "copy" to finish
- The new user record is now created. Email the credentials to employee and their manager too
Let Macy Hendrixon (mhendrixon@jxe.com )know the account is created so that she can assign the correct profile, if needed- Work with Arcadium to ensure that the permissions are set correctly:
- Send an email to >>> support@atcrm.com letting them know the account has been created.
- Most often if you need a new user, you can simply request it and say "create permissions like another specific user".
- James Phillips @ Arcadium is also helpful in getting support or answering question about Arcadium.
- Go to the User Management section
Terminating a User:
- Go to the User Management section
- RIGHT click on the user's record in the list, and then select "Delete"
- *NOTE* If on a leave of absence instead, only LEFT click on the checkbox in the "Active" column. This will disable logins to their account