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How to Add & Manage Users (SP)

This article will provide you with a step-by-step walkthrough on how to add and manage users.

Written by Max Stone

Your ability to add users and manage users will be contingent on the Roles that your Job Title has been assigned.

How to Manage Users:

Step 1

After logging in to your Ecotrak account, navigate to the User Management module by clicking on Configuration > User Management found in the left menu bar.

Step 2

Once in the User Management module, you will see a list of all users currently active on your company's account. From here, you can Search specific users, toggle the Inactive users list, Download a list of your users, and Add New users.

Step 3

You will also see the Job Title tab at the top of the page. Here you will be able to create a new Job Title as well as assign Roles to Job Titles.

How to Add a New User

Step 1

First, log in to your account and navigate to the User Management module. The User Management module can be found under the Configuration tab in the left Menu Bar.

Step 2

After you have logged in, you will want to verify that you have the Access Permissions to add users to the company account. You can verify this by locating the '+ Add New' button. If you have access to this button (as shown below), then you have the ability to add users.

If you do not see the '+ Add New' button and believe that you should have access to this feature, please have your company admin contact us to have the permission added to your user profile.

Click the '+ Add New' button found at the top left side of the User Management module to add a new User profile.

Step 4

Upon clicking the '+ Add New' button, the add user pop-up window will appear. Here, you will fill out all of the user details and assign their roles.

Once you are done filling out the New User information, click the Save button to finish.

NOTE: Please keep in mind that after you add the user, you'll need to make sure to add their Location Assignment. Please refer to the article here on How to Assign Locations to Users

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