New users can only be added to TrackStat by a user with Administrative privileges. Each user will need a unique email address. If your account has the Manager role or any other role besides Administrator, you won’t be able to create new accounts. Contact someone within your organization who has Administrator access if necessary.
Go to the triangle icon in the upper right corner of the screen
Select Users
Select green + (far right side of page)
Enter first and last name, email address, phone number, role and position at work The email address is the username that is used to log in. As an Administrator, log in to your TrackStat account, navigate to the user management section, and follow the prompts to add a new user. Enter the new user s email address accurately along with the other required details.
Each user will receive an email with a link and a temporary password. They will need to enter the temporary password and then will be prompted to create a new password. If the user does not see the email in their inbox, please check the spam or promotions folders. Advise new users to review all filtered email folders, including spam, promotions, or other customized filters, to locate the email. Ensure that the email address provided during account creation is accurate, as this is critical for receiving login details.
Passwords must:
be at least 10 characters long
contain an uppercase letter
contain a lowercase letter
contain a number
contain a symbol
ROLES (permissions):
User Role
full access to all reports
cannot access campaigns or financials
cannot add/delete users
cannot download reports
User plus Role
full access to all reports and campaigns
cannot access financials
cannot add/delete users
cannot download reports
Manager Role
full access to all reports, financials and campaigns
ability to download reports
cannot add/delete users
Administrator Role
full access to all reports, financials and campaigns
ability to download reports
ability to add/delete users
Note: If you have more than one TrackStat account and a user has already been added to another account, you can add them to an additional account by linking them from the account where they were originally created. To do this:
Locate the user’s name in their primary account (where their access was originally created). Click on the user’s name to open the User window. Then select the Linked Accounts tab and check the box next to the desired account. Be sure to save your changes.
If you need additional assistance, please contact our support team.
Each staff member should use their own account rather than a shared login. This allows users to customize their filter settings and ensures that actions are accurately recorded under each individual user such as editing Appointment Reminders or sending messages to patients.