This article will help you navigate your User Roles and Permissions.

Creating a New Job Title:

Step 1: After logging into your Ecotrak account, you will land on the main dashboard page. From here, locate and click on the Configuration tab found in the left menu bar and then click on User Management.

Step 2: Once you have clicked on the Users tab, you will be presented with a list of all existing users within your account. To create a new Job Title, click on the Job Titles tab.

(Note: Job titles drive a user's access in their account.)

Step 3: To create a new Job Title, click on +Add New. Enter in the Job Title you'd like to create in the required field.

Manage existing Job Titles:

Step 1: Click on the specific Job Title you'd like to manage, then the edit icon at the upper right hand corner.

Step 2: Make the necessary adjustments needed and click on Save.
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Managing Roles within a Job Title:

Step 1: To manage specific Roles within a Job Title, click on that Job Title.
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Step 2: Once the Job Title is selected, click on Roles.

(Note - Roles assigned to job titles will permit the actions the user can perform. Just like Access Permissions.)
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Step 3: In the Roles panel, you will see all the existing permissions that Job Title has. To add a new Role, click on the Edit icon and select whichever role you'd like to add.
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