Adding Users

You need to add Users before you can create a job or upload GPS tracks to a job.

To add a User:

Click on Users in the navigation menu on the left of the dash.

getting started - users nav bar

Click Add New

Getting started - add users nav bar

Add the User Name (your choice but usually an abbreviation) and the Users first and last names

users-name

Assign the User a role and a Group (if needed)

users-rolegroup

Add the User email address, contact phone number and create and confirm a password

users-contact

Click Create User and the new User will be saved

users-create

*If the “send password to user” box is ticked the password and User Name will be emailed to the user.

users-password

Notes

Once a User has been created you can add notes to their profile. Click on the yellow icon in the right hand side of the Users table.

users-notesicon

Click Add New

users-notes-add

Add notes and click Save Note

users-notes-form

The new notes will now be saved

users-notes-list