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How to Add & Manage Users
Sean Courey-Pickering avatar
Written by Sean Courey-Pickering
Updated over a week ago

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

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.

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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'.

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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' module. The 'User' module can be found under the 'Configuration' tab in the left "Menu Bar".

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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.

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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.

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