Add a new 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.
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".
This will launch an Import process that allows you to upload an .xlsx or .csv file with user information. The import requires a valid email address in the "Email" column. Other optional data columns which can be imported are "First Name", "Last Name", and "Time Zone".
Additional Tips
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.
2. Since Super Admin users have access to ALL resources in your TrackVia account, and App Admin users have access to ALL resources in any apps that they are assigned to an App Admin role, for security reasons, it is best practice to limit the number of Super Admin and App Admin users in your account as much as possible. We strongly suggest only giving Super Admin privileges to one or two users, and App Admin privileges to a select few users as necessary.
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