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How to Add a New User in a Child Account in Geoforce Track & Trace
Tyler Watson
1
While you are in the Main Account Account, Click "ORGANIZATION"
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2
Select your child account where you want to add a user, You may need to click the arrow next to your name (green arrow)
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3
Once you are in the child account, Click "Setup"
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4
Click "Users"
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5
Click "NEW USER"
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6
Enter the First\*, Last\*, Email\* & Phone Number (phone is optional)
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7
Click this dropdown to select permissions, most will be Admin (full edit ability) or personal (limited edit ability)
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Alert! do not choose anything labeled Channel Partner here, this will not give them the access they need in the child account.
8
Click this dropdown and select the best decription of the users job title, if you are unsure click "Asset/Operations Manager
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9
Keep this checkbox on, this will send the user an email to set thier own password.
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10
Once you have completed filling everything out, click save, this will send them the email to set up their password.
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