Overview

This article shows you how to manage the user accounts for your Track & Trace tenant. 

Applicable to

Track & Trace Web Console

Information

Users Page Location 

1. Click on Settings at the bottom of the navigation menu on the left.

2. Click on Track & Trace which appears in the navigation menu. 

3. Make sure the Users tab is selected at the top.

User Page Layout

1. Search: Use this field to find a specific user.
2. Add User: Manually add a new user.
3. User list: A paged list of all of the Track & Trace user accounts.
4. User KPI: Quick overview of user related stats.

Click on any of the uesrs in the list to bring up its details panel on the right. The details panel allows you to view and edit all of the user's information.

Create a New User

You will need to complete the following steps to add a new user to Track & Trace:

1. Click on the New User button in the top right.

2. Fill in the Add New User form.
   1. User Name: the display name for this user account. 
   2. Email: The contact email for the user account.
   3. Role: Specify what the account holder will be doing. 
      1. Operators use the mobile app to work directly with the physical assets at a specific location.
      2. Site Managers primarily use the web console to manage a specific location. 
      3. Global Managers primarily use the web console to manage the supply chain across locations.  
   4. Site(s) assigned: Specify the location that this account is tied to. This does not apply for global manager accounts.
3. Click on the Add User button at the bottom to send an invite email to the user.
4. The user needs to click on the link in the invite email to specify a password and complete the account creation process.

2. If the user did not receive the invite email it can be resent by clicking on the Resend Invite button under Actions.