TexConnex is TexTrail’s user-friendly, online ordering platform that lets you buy trailer parts on your schedule. The platform puts you in control of your inventory via real-time product details, a Quick Order tool for large orders, multiple payment options, and more. 



Got questions? Visit our policy library or contact customer support.

You can set up your TexConnex account directly from the TexConnex Portal. All requests to create a company account must be reviewed and approved by TexTrail’s system administrator before your account goes live. 

After the request to create a company account is approved, your company administrator will be asked to set an account password and log in to their company administrator account.

 1.   At the landing page banner, click Indentify your company administrator. 

2.   In the Register Company form, provide the following information about your company administrator:

Remember: this person will assign roles and set permissions for your company’s other TexConnex users.

After your company’s account and company administrator are approved, your company admin will be able to set an account password and log in.

Got questions? Visit our policy library or contact customer support.

TexConnex lets your company administrator organize your staff according to their individual purchasing responsibilities and permissions. The admin can dictate who has access to store services and resources. These features offer you flexibility and control as you streamline your organization’s purchasing on your terms.

Company users are assigned by the company administrator and are visible from the Admin in the Customers grid. 

For each user, the company administrator first sets up the company structure and then completes the following tasks, as needed:

• Create company users and assign users to teams
• Define roles and permissions, and assign users to roles

Please note: Company users can be added, edited, or removed only by the company administrator. 

Removal cannot be reversed because the user is removed from the company structure.

1.   Sign in to your account as the company administrator.

2.   In the left panel, choose Company Users.

 3.   Click Add New User and do the following: 

By default, the Status of the account is Active.

• When complete, click Save.

• Repeat the process to create as many company users as needed.

The new users appear in the Company Users list, along with the Company Administrator.

1.   Sign in to your account as the company administrator.

2.   In the left panel, choose Company Users.

3.   Find the user record to be updated, and click Edit.

4.   Make the needed changes.

5.   When complete, click Save.

1.   Sign in to your account as the company administrator.

2.   In the left panel, choose Company Structure.

3.   Select the company user in the company structure.

4.   Click Delete Selected.

Got questions? Visit our policy library or contact customer support.

TexConnex can accommodate your company’s org chart (and corresponding purchasing needs) with different teams for each division and subdivision of the company.

If your company employs multiple staff members with purchasing responsibilities and permissions, your company administrator should establish the company structure shortly after the account is approved. In the company account, the structure of the company is represented as a tree with the company administrator at the top.

 1.   Sign in to your account as the company administrator.

 2.   In the left panel, choose Company Structure.

 3.   Under Business Structure, click Add Team and do the following:

 4.   Enter the Team Title and Description
 

The Team Title can be anything that represents the structure of the company, such as a team, office, or division within the company.

 5.   When complete, click Save.

 6.   Repeat these steps to create as many teams as you need.

1.   To create a hierarchy of teams, do the following:

• Select the parent team, and click Add Team.

○      Enter the Team Title and Description.

○      Click Save.

Repeat these steps to create as many teams, or divisions and subdivisions, as you need.

As you work on the company structure, you can drag teams or divisions to other locations in the company structure.

1.   Locate the team to be moved.
2.   Click and drag the team to a new position in the company structure.

Before deleting a team, make sure that the correct team is selected. Deleted teams cannot be restored.

1.   Select the team to be deleted.
2.   Click Delete Selected.
3.   When prompted to confirm, click Delete.

As you work on the company structure, you can collapse or expand the tree:

●      Click Collapse All or Expand All.

●      Click up arrow to collapse a team or down arrow to expand a team.

After creating the account, the company administrator must define the company structure of teams, set up the company users, and establish roles and permissions for each.

Got questions? Visit our policy library or contact customer support.

Roles for company users can be set up with various levels of permission to access sales information and resources. By default, the company administrator is a “super user” with full permissions. The Access Denied page appears if the user does not have permission to access the page.

The system has one predefined Default User role, which you can use “as is” or modify to suit your needs. You can create as many roles as necessary to match your company structure.

●      Default User — The default user has full access to activities related to sales and quotes, and view-only access to company profile and credit information.

●      Example 1: Senior Buyer — A senior buyer might have access to all Sales and Quotes resources, and view-only permissions to the Company Profile, User and Teams, Payment Information, and Company Credit.

●      Example 2: Assistant Buyer — An assistant buyer might have permission to place an order using Checkout with Quote, and to view orders, quotes, and information in the company profile.

 1.   Sign in to your store account as the company administrator.

 2.   In the left panel, choose Roles and Permissions.

 3.   Complete any of the following tasks.

1.   Click Add New Role.

2.   Enter a descriptive Role Name.

3.   Under Role Permissions, do one of the following:

• Select the checkbox of each resource or activity that users assigned to that role will have permission to access.
• Select the All checkbox. Then, clear the checkbox of each resource or activity that users assigned to the role do not have permission to access.

 4.   Click Save Role

 5.   Repeat these steps to create as many roles as necessary.

  1.   For the role to be modified, click Edit in the Actions column.

  2.   Make the necessary changes to the name and permission settings.

  3.   When complete, click Save Role.

 1.   For the role to be duplicated, click Duplicate in the Actions column.

 2.   Make the necessary changes to the name and permission settings.

 3.   When complete, click Save Role.

 1.   Find the role to be deleted In the list of roles.
        Note: Only roles without assigned users can be deleted.

 2.   Click Delete in the Actions column.

 3.   When prompted to confirm, click OK.

TABLE:

Actions                      Descriptions
Duplicate         -           Creates a copy of the selected role. The name of the duplicated role has -Duplicated added to the end.

Edit                  -           Change the name and/or set of permissions

Delete             -           Delete the role. Only roles without assigned users can be deleted.

• All
  • Sales
    • Allow Checkout (place order
      • Use Pay On Account method
    • View Orders
      • View orders of subordinate users
• Quotes
  • View
    • Request, Edit, Delete
    • Checkout with quote
    • View quotes of subordinate users
• Order Approvals
  • View My Purchase Orders
    • View for subordinates
    • View for all company
  • Auto-approve POs created within this role
  • Approve Purchase Orders without other approvals
  • View Approval Rules
    • Create, Edit and Delete
• Company Profile
  • Account Information (View)
    • Edit
  • Legal Address
    • Edit
  • Contacts (View)
  • Payment Information (View)
  • Shipping Information (View)
• Company User Management
  • View roles and Permissions
    • Manage roles and permissions
  • View users and teams
    • Manage users and teams
• Company Credit
  • View

Got questions?  Visit our policy library or contact customer support.