NOTE: 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 module by clicking on Configuration > Users found in the left menu bar.
2. After navigating to the User 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'.
How To Add a New User
1. First, you will want to log in to your account and navigate to the 'User' module. The 'User' 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.
NOTE: 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. If you encounter a 'User Not Found' error, ensure that the email address you are using is registered with Ecotrak and that the registration process has been completed. If you encounter a "This User Does Not Belong to Any Organization" error, that means there is no location assigned to their profile. Please access their User ID and Add a Location within the Location Assignment Tab. For further assistance, check in with your Site Admin or contact Ecotrak support.
3. Click on the '+ Add New' button found at the top left side of the 'User' 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
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. If you encounter a 'User Already Exists' error while saving, try logging out, clearing your browser cache and cookies, and then logging back in to refresh the account information. If the issue persists, contact Ecotrak support for assistance.
How To Inactivate a User
Navigate to the Users section under the Configuration module.
Locate the User ID of the individual whose status needs updating.
2. Click the Edit icon (pencil) at the top-right corner of the screen.
Note: If you are unable to see the Edit icon, you may not have the necessary permissions to make this adjustment. Please reach out to your site administrator for further assistance.
3. Toggle the State from Active to Inactive (or vice versa, depending on your desired status change).
Click Save to apply the changes
How to Resolve Common Ecotrak Account Registration and User Creation Issues
When using Ecotrak, you may encounter issues during account registration or user creation. This guide provides solutions to common problems such as 'user not found' or 'user already exists' errors.
Common Issues
1. 'User Not Found' Error This error typically occurs when the email address provided is not registered in the Ecotrak database. Additionally, if the company name is not found during a search, it indicates that the registration process has not been completed. 2. 'User Already Exists' Error This error may appear if the account creation process was incomplete or due to caching issues. Even if the user does not show up on the list, the system might still recognize the account as existing. Please reach out to Ecotak Support for further assistance.
Troubleshooting Steps
Resolving 'User Not Found' Error
Ensure that you have completed the full registration process with Ecotrak.
Verify that the email address you are using is the one registered with Ecotrak. Resolving 'User Already Exists' Error
Log out of your Ecotrak account.
Clear your browser cache and cookies to refresh account information.
Log back into your account and check the user list again.
Additional Tips
Double-check the email address and company name during registration to avoid errors.
If issues persist, contact Ecotrak support for further assistance. By following these steps, you can resolve most account registration and user creation issues in Ecotrak.
