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First Time Users (Getting Started)

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If you are a first time user of HireTrack NX, there are some basic settings you will need to configure before you begin using HireTrack in a live environment. Most of these general settings are accessed through the Software Configuration tab. However, where the information is closely tied to a specific Job function such as Inventory or Accounts, the information is directly accessed through the relevant Books for those functions.

 

We suggest you work through the Configuration in the following order:

1.Upon starting the software, create a System Administrator Password and be sure to write it down and keep it nearby. DO NOT LOSE THIS PASSWORD as you cannot recover it until you have configured the email settings.
 
Admin-Login
 
This HireTrack_Admin account is also called the SYSTEM ADMINISTRATOR account and is used in login for certain administrative functions.
You will access this account by clicking the System Administrator radio button: Admin-Login2

 

2.Enter your company details (Follow this link to see how)
 
3.Setup your Administrator Email settings
 
4.Configure your email setting so HireTrack NX can send emails for password creation
 
5.Add User Groups to select which modules of the program are accessible by the user's job responsibilities.
 
6.Then add additional Users setting their email, access rights and whether they are Salesman or Job Handlers
 
7.Import your Equipment into HireTrack NX Database (this step not required, but importing your data is easier!)
 
8.Import your Customers, Vendors, Venue and People address Information (this step not required, but importing your data is easier)

 

9.Set up accounting functionality such as Tax Codes, Payment Terms, Job Types and Nominal Codes
 
10.Add Types of Crew (if you are wishing to use crew)
 
11.Select people from the Address Book to be available as Crew (if you are wishing to use crew)
 
12.Add different generic types of vehicle that can be used (if you are wishing to use the transportation module)
 
13.Add specific vehicles that you use (if you are wishing to use the transportation module)