User profiles contain the login data and permissions for each person from your company who has access to Tres. Using unique user types and permissions allow agency owners to decide what functionality and areas of program each user has access to.
Users are found in the Settings folder and then under User Profiles.
Quick Links:
Search Users
Search for users using the search bubbles for Login Name, Name, Branch, or User Type. Results are sorted in ascending or descending order by clicking on the arrow buttons to the right of any column headers. Clicking on a line item will take you directly to the user details screen in a new window.
Add a New User
To add a new user, click on the + Add User Profile at the upper right corner of the screen.
Create a Login Name and New Password. Re-enter the password in the Confirm Password field.
- Passwords must be a minimum of 8 characters and contain one upper case, one lower case, one numerical digit, and one special character.
- Passwords expire every 60 days.
- If you get locked out of your account after 4 failed login attempts in one month, wait 60 minutes before trying again. You may also reset your password.
Enter the new user's full name under Name.
Set the Status to Enabled, and Locked to No.
If your agency uses branches, assign the user to a Branch available in the dropdown menu.
Enter the user's Email and Phone .
Note: The email address is very important, as any password reset information will be sent there.
If you would like to send e-mails directly from Tres to your clients, your mail server and E-mail settings must be configured for SMTP, Gmail or Office365. Email configuration is unique to each user, and has to be set up on an individual basis.
Office365:
- Mail Server: Select Office365
- SMTP Server Name: smtp.Office365.com
- Mailbox User Name and Mailbox Password: Enter your user name and password to your email account.
- Users will be prompted to select an email account each time they send an email from Tres.
Gmail:
- Mail Server: Select SMTP.
- SMTP Server Name: smtp.gmail.com
- Mailbox User Name: Enter your user name to your Gmail account.
- Mailbox Password: Gmail requires an App Password. You cannot use your normal password that you use to log into your Gmail account. Click here for directions on obtaining an App Password. Once you obtain the App Password, enter it in the Mailbox Password field.
Other Mail Server's SMTP Settings
For SMTP (Like Yahoo):
SMTP Server Name = smtp.mail.yahoo.com
Mailbox User Name = email address (example: test123@yahoo.com)
Mailbox Password = Yahoo email password
For AOL:
SMTP Server Name = smtp.aol.com
Mailbox User Name = email address (example: test123@aol.com)
Mailbox Password = AOL email password
For Hotmail:
SMTP Server Name = smtp.live.com
Mailbox User Name = email address (example: test123@hotmail.com)
Mailbox Password = Hotmail email password
Select a User Type (User, Manager or Admin). Admins are generally agency owners and have access to all parts of Tres and can see all users' data. Managers are generally office staff or assistants that work with multiple advisors and need access to more data in Tres. Users are individual booking advisors who generally only need access to their own data.
If you select User from the dropdown menu, a new field for Role will appear. This field further defines the user type. Current roles available are Advisor, Independent Contractor, Back Office, and Blank.
Choose Permissions for each area by clicking on the down arrow. Permissions should reflect accessibility appropriate for individual users. Below is a table outlining the details of each permission setting. Clicking the Set Default Permissions button will auto select permissions based on the user type and role you selected.
| Select | User can view a record in search results. |
| Read | User can open a record's full details, but cannot make changes. |
| Insert | User can add new records. |
| Update | User can view and make changes to a record. |
| Delete | User can delete a record. |
| Import | User can import a record with profile import. |
| Export | User can export data from an area. |
| All Users | User can view and access the records created by all users. |
| All Branches | User can view and access the records created by all branches. |
| Decrypt | Users can view encrypted data (credit cards numbers). |
Click on + Add Additional Advisor and select and advisor name from the drop-down menu or add a new advisor by selecting Add New Advisor. Associating a user to an advisor allows the user to view all data associated with that advisor in Tres such as Travelers, Clients, Trips, Reservations, and Payments. Associating multiple advisors to a user will allow a single user to view data from multiple advisors. This can be useful if you have an assistant who is working with multiple advisors in your agency and needs access to their data, or if an advisor traveling and another advisor is covering for them.
Add additional details about the user in the Remarks section.
Click Save All.
Admins may update the user profile at any time.
Records of any changes made by the user or Admin are listed under History. Click on User History to expand the full details.
Gmail App Password
Go to the Security section in your Gmail account and make sure Two step verification is turned on.
Log into the user’s Gmail account and select the Google Apps icon located in the upper right hand corner of the screen. Next, select Account.
On the left hand side, select Security.
Move down to 'Signing in to Google'. Two step verification must be turned on.
After you turn on 2-Step Verification, you will be able to create an app password for Tres. Click on App passwords.
Choose Other and then type Tres, then click on GENERATE.
Copy the app password, and paste it in the password field in Tres.
