This short video will walk through the steps outlined below to add a new user to the TRACK system.
To add new users to access your system, go to Configuration > Company Setup tab > Users. Once on the Users & Staff page, click the '+ User' button in the top right corner to add a new user.
Step 1. From the configuration screen, click ‘Users.’
Step 2. Click ‘+User' to enter the new users information.
Step 3. To make the user active in Pulse, check the ‘Active’ box.
Step 4. Enter the user’s name, username, email address, phone number, and select their role.
Step 5. Select the timezone the user is working from in the ‘Time Zone’ drop-down.
Step 6. Select the user’s spoken language in the ‘Locale’ drop-down.
Step 7. Save the user.
An invitation to TRACK will be emailed to the new user. You will be brought back to the screen shown below (verify contact information accuracy):
NOTE: Adding a user does not allow access alone. You will also need to give this user a role in order for them to do anything in TRACK. Refer to How to Navigate Roles