Adding new users to access your company
Click on your profile icon in the top right-hand corner;
Click on “Settings”;
Click on “User Management”, then “Users”;
Click on "Add User".
Now you must carefully fill in the information of the user you want to add. Take the example below as a reference:
The "Profile" field is mandatory and corresponds to the category of accesses granted to this user. The profile type will depend on the TRACTIAN products implemented by the company and the previous customization of the Permissions area by the Team Administrator.
Admin Profile
If you are an Administrator, read this article to learn how to create and customize profiles for your team according to each one's scope of work.
Only users with an Administrator profile can create and edit users on the platform. The Administrator can also edit the Permissions of the base profile in order to customize each user's access.
If you are an Administrator of more than one company registered on the platform and want this user to also have access to other companies, click "Add access to more companies."
A new selection field will appear on the screen, and by clicking on it, you can search and add the companies to which you want the new user to have access. In the example below, two companies were selected for the user being created.
After filling out the form, click "Save".The new user will immediately receive an email with the access link to the TRACTIAN platform, along with login instructions.
How to edit a user's profile
Click on your profile icon in the top right-hand corner;
Click on “Settings”.
In Settings, in the left column:
Go to "Users Management";
Click on "Edit Preferences" within the "Users" field.
If there are already registered users in your company, the list of all users and their roles will be displayed. On the right side of the list, you can edit the registration details of each user, as well as disable users.
Click "Edit" and change the same information entered during registration, then click "Save."
To disable a user, follow the instructions and warnings described in this article.
Visit our other articles if you want to learn more about all management settings, such as Team Registration and activation of special features via Permissions.