How to add a user to your account

Adding a Single User

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. Navigate to 'manage users' (from the drop-down below your email address in the upper right hand corner).

  2. Click on the 'Add New User' from the button at the top of the page. 
  3. After you enter the new user's email address, they will get 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.

  5. When logged in, a user will be able to click their email in the upper right hand corner of the window and select "My Profile" to update their information.  

Adding 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 will allow 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