Unless you’re a one-man show, Trade Trak is best used collaboratively. Add an extra user for each member of staff so that they also have access to their Scheduler and job details.
To view the users that are currently linked to your account, go to your dashboard, click on your profile name or picture in the top right-hand corner, and select 'Users'.
Here you're able to view all of the users connected to your account, their status, email, first and last name, date of registration, last activity and their role. If there are many users in your company, you can use the search tool to find someone by name, or click 'Show Filters' to limit results by either date of registration, last activity or status, or any combination of the three.
Super admins also have the ability to edit or deactivate users by clicking on the '...' button next to a person’s name.
Adding New Users
To add a new user to your company, click 'Create' at the top right of the page.
A new pop-up will appear where you will need to enter the details of the person. All mandatory fields are marked with asterisks.
The creation page is broken up into seven sections.
1. User Avatar
Drag files to upload or browse from your device’s files.
2. User Profile
Enter details pertaining to the user, including:
- First name *
- Last name *
- Email *
- Phone number
- Status (active/inactive/not activated)
3. Notification Settings
- Email notifications (yes/no)
- SMS notifications (yes/no)
- Hide user from scheduler (yes/no)
- Super admin (yes/no)
- Send email (yes/no)
- Send SMS (yes/no) Note: Sending an email or SMS will inform the user of creation.
5. Password *
Enter and confirm a password for the user or leave this field blank.
If the textboxes are left bank, the app will auto-generate a password for the user.
Select from drop-down menus the options you would like to set.
- Default Dashboard (Trade Trak/Burdens)
- Role Name (admin/supervisor/user)
- Time Zone
- Base Rate
- Overtime Rate
Press 'Save' once done and the user will be created.