How to Add a User to Your Account

Adding users to your account is a quick and easy process. Follow the steps below and others will be using your app in no time!

 

1. From the User Menu, select Manage Users.


 

2. Click Add New User from the button at the top of the page. 

3. After you enter the new user's email address, they will receive an email inviting them into the app.

NOTE: The link in the invitation email will EXPIRE after 24 hours. If the user has not accepted the invitation within that timeframe, you can open their user profile and click the "Resend verification email" link to send them a new invitation link.

4. Clicking on the "Accept Invitation" link will redirect the user to a screen where they can set their password.  After they have chosen a password, they will be logged into TrackVia.

Troubleshooting a new user not receiving the invitation email to join your account

• Have the user search their email inbox for "TrackVia" and make sure that it wasn't routed to a spam folder.
• If they still can't find the email, it is likely that their email address was added to a "bounce list", and it will need to be removed from the list in order to receive future emails sent from TrackVia. This typically happens if the new user is a new employee with your organization, and you may have sent the invitation email to their email address before it had actually been set up to receive emails.
• To remove an email address from the bounce list, contact TrackVia Support. Once it has been removed from the list, they should be able to receive emails sent from TrackVia again.

Add Users in Bulk

To add multiple users at one time, it may be easier to bulk import users. To import users, click the options menu in the Manage Users screen and then select "Import to Table".
 

1. As a Super Admin, you can also access a User's Profile page by clicking on their Record ID from the Manage Users page discussed above.