Configure Managed Users

Set up portal-wide Managed user settings, including the short code and username format.

You must have the Manage Users permission.
  1. In Traqspera, navigate to Settings > User Management.
  2. Select Managed Users Settings.
  3. Enter a Short Code.
    A Short Code is a unique 4–9 character code that identifies your portal. This code is prefixed to all Managed users' usernames and applies to all companies across your portal. For example, if your short code is acme, a username might be acme.jsmith.

    For more information, see Short Code for Managed Users - Video.

    Important: Short Code cannot be changed once saved.
    Important: Only one Short Code can be set up across all of your Traqspera systems, regardless if they are associated with different companies in Spectrum.
    If your portal short code is already saved, the Short Code field is locked and cannot be changed.
  4. Select a Username Format Setting.
    This required setting determines how Managed users' usernames are auto-generated. Options include:
    • First initial, Last name (e.g., jsmith)
    • First initial, Middle initial, Last name (e.g., jasmith)
    • First initial, Employee number (e.g., j1234)
    • Employee number (e.g., 1234)
    • Phone number (e.g., 1234567890)
  5. Select Save.
  6. Traqspera presents a confirmation dialog. Select Yes.
Your portal's Short Code and Username Format Setting are established for all Managed users across your portal.