Adding a New User to Track & Trace | Scribe

    Adding a New User to Track & Trace

    • Tyler Watson
      1
      Click "Setup" on the left hand menu of the screen.
      2
      Click "Users"
      3
      Click "NEW USER" in the right hand corner of your screen.
      4
      Fill out the information for your new user. The First Name, Last Name, & Email are required for each user added.
      5
      Optional: Phone Number
      6
      The "Send welcome email" Checkbox should already be automatically checked for you, ensure this check stays on to send the new user an email to set up their account and password.
      7
      Select your Permissions, This will affect what your new user has access to. Click here to view the Permissions Matrix [https://helpdesk.geoforce.com/wp-content/uploads/2020/05/TnT-User-Guide.pdf](https://helpdesk.geoforce.com/wp-content/uploads/2020/05/TnT-User-Guide.pdf)
      8
      Select the Job Title/Role that best suits your new users. This will not affect how Track & Trace functions for the user.
      9
      If you would like to set the password for your new user now rather than send them a welcome email, check this box and enter the passcode.
      10
      When you're done click Save Changes, If you chose to send the welcome email, they will need to open that link and follow the instructions to log in for the first time. If you set the password for them, they can log in immediately.