TrackStat

Admins can add staff logins, change roles and fix missing welcome emails; compares User, User Plus, Manager and Administrator access

How do I add new users, update roles, or change permissions?

How do I reset my TrackStat password?

Remove a former staff member's access by disabling their login under Users, so they can no longer sign in to TrackStat

How do I disable a user or prevent a staff member from accessing TrackStat?

Steps to move a user to a new TrackStat account after an EHR switch, including temporary passwords and lost saved filters

How to transfer a user to a new account after an EHR switch

Users

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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