How to add a user to your account

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.



  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 the "Import to Table".

This will launch an Import process which 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 Tip


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




Feedback and Knowledge Base