Users

Users

Anyone who will be using TrackAbout, whether they are delivering cylinders, filling them, or accessing the TrackAbout website needs to be set up as a user. This will help you keep track of who made certain deliveries or edits to records on the website.

View Users

• Go to the Internal Users page
• Type “Internal Users” in the Jump To box
• Use the menu bar and click TrackAbout Config > Internal Users
• On this page, you can see a list of all the users that are currently in TrackAbout, along with their basic permissions
• You can also Add, Edit or Delete users from this page
  • Users which have been deleted are still present in the database. However, there is not a way to see them from the website.
  • Your TrackAbout Support representative can "undelete" users for you.
• If any users have been disabled, you will have a link for Show Disabled Users.
  • Users are marked as disabled when all access has been removed from them (website, rugged, and smartphone access.)

Add New Users

Go to the Internal Users page

• Type “Internal Users” in the Jump To box

• Use the menu bar and click TrackAbout Config > Internal Users

• Click on the Add New User link

• Enter User Information

• • First Name, Last Name and Location are required

• What kind of access the user should have:
  • Website
  • TAMobile Rugged
  • TAMobile Desktop
  • TAMobile Android/iOS
• If the user has an email address:
  • Enter the email address in the box
  • Leave the Welcome Email box checked
• If the user does not have an email address:
  • Enter a Login Username in the box
  • Enter and confirm a password for the user
• Specify whether the user has access to all locations or only specific locations
  • Note: you must set up specific roles for location-restricted users
• Select what website roles the user should have
• Select what mobile roles the user should have
• Click Save New User.

Bulk Load Users

Instead of entering users one by one, you have the option to bulk load new users. Note that this tool creates users, it is not a tool for editing existing users.

• Go to the Bulk Load Users page:
  • Use the Jump To box to type in Bulk Load Users
  • Click on TrackAbout Config > Bulk Load Users
• Step 1 - Download the excel workbook.
  • This will give you a formatted template to complete with your user data.
  • You must use this workbook for your updates.
  • There are special rules and logic built into ensure you’re loading good data.
• Step 2 - Fill in the excel template with your user information
• Step 3 - Click Choose File and navigate to your newly saved file
• Step 4 - Click Import. TrackAbout will analyze and load your data