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Account Management - Users - How do I set up additional users?

How do I add a new team member so they can log in to TrackStat?

Updated over 2 months ago

New users can only be added to TrackStat by a user with Administrative privileges.
Each user will need a unique email address.

  • 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.

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.

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

  • full access to all reports

  • cannot access campaigns or financials

  • cannot add/delete users

  • cannot download reports

User plus

  • full access to all reports and campaigns

  • cannot access financials

  • cannot add/delete users

  • cannot download reports

Manager

  • full access to all reports, financials and campaigns

  • ability to download reports

  • cannot add/delete users

Administrator

  • full access to all reports, financials and campaigns

  • ability to download reports

  • ability to add/delete users

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