As an administrator, you can manage users by going to the main menu-->Admin-->Users.
How to add a Staff Member:
First of all, you can add a user as a staff member under “Staff” tab, by clicking on the “Add Staff” button and filling in all the fields: email, first and last names, phone number, time zone, role and choose if the user will have admin features. When satisfied with all the field in information, click on “Confirm” button. The new staff member will receive email with instruction on how to join TracFax.
How to create Groups:
You can also create groups of users under Groups tab. To create a group click on “Create a Group” button. Name the group and click “Confirm”. Drag and drop Staff or click the edit button to add users to the group.
How to add Contacts:
Lastly you can add users as contacts under Contacts tab. To add a user as contact, click on “Add Contact” button and fill in the user email. Then click – “Confirm.”
How to edit User Data:
To edit User data, click on the “edit user” button. To delete a user, click on the bin icon. To deactivate a user, click on “on” button to switch it off.
As an admin, you can fill in User Specialized Data including their NWSA#, Employee ID, Date hired, Emergency contact and their phone number respectively.
Besides, you can upload user certifications, add skills, and assess experience.
Lastly, you can modify user password, in the last section of the page.