Users can be added to your organisation via the Admin Console in the V8 TRACC Platform.
Please note:
- Only users with the relevant Admin Console access and permissions will be able to add users.
- You can only allocate a role lower than yours in the Platform (unless you are a Super Admin) and in the area that you are assigned to.
- If you are adding a user and your account is assigned to an area other than the root area, you will only be able to add users to your area and below. The other areas will display as ‘disabled’’.
To add a user
Step 1
Click on the Admin option from the navigation bar down the left.
A new tab will open where you will have access to Admin features (A). If you are not able to see the menu, click on the burger menu icon (B) for the menu to open.
Step 2
Ensure that you are on the People page, then click the Add User button.
Step 3
Complete the new user details under the Basic Information tab and click the Add User button.
Note:
- You only need to enter the first part of the user's email address, and then select the appropriate email domain from the Domain drop-down.
- If your home area is below root level, you will have to click on the greyed out arrow at the root level, and continue to click on the greyed out arrows until you have reached your area (these areas will then become highlighted and no longer greyed out).
- Provide the user with roles for the selected area - lower than your allocated role, unless user is a Super Admin
The user will now have access to their assigned area.
Step 4 – only applicable to organization’s without Single Sign-on (SSO)
Once the user has been added, go back to the user’s Basic information and click Send Welcome Email
The welcome email notifies a user that they’ve had a TRACC account created and they need to activate their account by setting a password.
Note: You can also delete this user by clicking on the Delete User option.