This article will provide you a step by step walk though on how to add and manage users.

Your ability to add users and manage users will be contingent on the Roles that your Job Title has been assigned. For more information on Job Titles and Roles, please see the following article:

How to Manage Users:

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.

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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'.

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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. Roles are the driving force of user permission assignment in Ecotrak 2.0. For more information on Job Titles and Roles, please see the following article:

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How to Add a New User

1. First, you will want to 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".

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.

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

4. Upon clicking the '+ Add New' button, the add user pop up window will appear from the right side of the webpage. Here, you will fill out all of the user details for this new user, including:

Name
Email
Phone Number
Job Title
Password
Time Zone

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Once you are done filling out the New User information, you will click the Save button at the bottom right corner of the top up window.

Enabling Users to Receive Direct Comments (Service Provider)

Update User Notification Settings (for Service Providers)

Service Provider User Roles and Permissions

Update User Notification Settings (for Customer)

How to Add & Manage Users