Trek U Admin: User Management

Written by Jake Whitaker

Last published at: March 2nd, 2026

Table of Contents

Creating a new user Important Password requirements Choosing the correct role type Trek U Employee Purchase Basic+ or Admin Roles Important Not Sure Which Role to Choose? Edit and inactivate a user Moving a user to a different location Important

Creating a new user

Step 1: Log in to the store’s TrekBikes.com B2B admin account.

Important

Do not use your personal Trek U B2B account

 

Step 2: From the B2B homepage, click the store icon and select Edit Users.

Step 3: On the Users page, click + Add New.

Step 4: Complete all required fields for the employee.

  1. Use their personal email address.
  2. Select Trek U Employee Purchase.
  3. Click Save.

 

Using a personal email ensures that if the employee moves stores, they keep access to their Trek U account and training history.

 

 

Step 5: The new user will receive an email to verify their account and create a password.

 

Password requirements

  • At least one capital letter
  • At least one number
  • At least eight characters
  • At least one special character such as ! @ # $ % ^ & *
 

Choosing the correct role type

When creating a new user, you must select a role type. The role you choose determines what the employee can access in B2B and whether they can access Trek University.

You can view a full list of role permissions by clicking User Roles on the Users page or by visiting the User Roles overview in B2B.

Trek U Employee Purchase

This is the most common role for store employees.

This role:

  • Creates a Trek University user account
  • Allows Employee Purchase

This role does not allow the user to:

  • Place store inventory orders
  • View store order history
  • Create warranty claims
  • Manage other users
  • Edit store profile information

If the employee only needs Trek U access and Employee Purchase, this is the correct role.

Basic+ or Admin Roles

If an employee needs access to store-level functions such as:

  • Placing store orders
  • Viewing order history
  • Processing warranty claims
  • Managing users

They must have a Basic+, Admin, or Owner account.

Important

  • Trek U Employee Purchase accounts are separate from store-level Admin or Basic+ accounts.
  • If an employee needs both Trek U access and store ordering access, they may require two separate B2B accounts using different email addresses.
  • The employee must log out of one account and into the other to switch between Trek U access and store-level functions.
 

Not Sure Which Role to Choose?

Review the User Roles overview in B2B for a full breakdown of permissions.

If you are unsure which permissions an employee needs, have a conversation about their job responsibilities before assigning a role.

Employees who believe they need additional permissions should speak with their store manager.

 

Edit and inactivate a user

Step 1: On the Users page, click the employee’s name.

Step 2: Click Edit User.

 

Step 3:

  1. Update any necessary information or permissions.
  2. To remove access, toggle the user to Inactive.
  3. Click Save.

Moving a user to a different location

Moving a user is similar to creating a new user, with one important confirmation step.

Step 1: Log in to the new store location’s TrekBikes.com B2B admin account.

Important

Do not use your personal Trek U B2B account.

 

Step 2: Click the store icon and select Edit Users.

Step 3: Click + Add New.

Step 4: Enter the employee’s information.

  1. Use the exact same name and personal email address as their previous store.
  2. Select Trek U Employee Purchase.
  3. Click Save.

Step 5: A pop up will appear stating the user can only be tied to one store at a time. Click Confirm to move the user.

The employee will continue using their existing username and password. They will now appear under the new store location.

Moving a user’s TrekBikes.com B2B location automatically updates their Trek U store location as well.

 

 

 

Related Articles