How do I add a new user?

Thank you for visiting our Qtrac Knowledge Base. We hope this article provides the assistance you need.

Based on your questions in the chat, it seems you are looking to add a new user. Follow the step-by-step instructions below to accomplish this:

Permissions Required:

Adding a New User

1. Navigate to the Manage Tab

   • From the homepage, click on the Manage tab.
     

2. Access the Permissions Section then open the Users Menu

   • On the left-side panel, select Permissions.
   • Choose Users from the left-side panel or click the central icon labeled Users.
     

3. Click "Add New User"

   • Locate and click the Add New User button at the top-right corner of the screen.
     

4. Fill Out User Details

   • On the new user creation screen, provide the following information:
     • First Name and Last Name
     • Display Name
     • Photo
     • Login Email and Password (required)
       • NOTE: If you are currently logged in via SSO, the password field is not required. New users will be automatically configured with SSO.
     • Location Assignment
     • Email Address for Alerts
     • Phone Number
     • Role (select an appropriate role for the user)

       Optional Settings

       • Inactive Status: You can mark a user as inactive if they will be on a hiatus. This temporarily disables their account without deleting it.
       • Synced with automated user feed: Marks the user to have their information/assignments synced along with the automated user feed.
       • Do not allow location removals on automated user feed: Ensures the automated user feed does not update this user's location assignments.
       • Password Change Requirement: Enable the option for the user to change their password upon first login. This allows you to set a generic initial password and ensures the user creates their own secure password.

5. Advanced Settings

   • Under the Advanced Settings section, you can configure queue view overrides. This feature allows you to:
     • Select a queue view template.
     • Assign a custom set of queues.
   • By default, queue views are assigned based on the user’s role unless overridden here.
     

6. Save the User

   • After completing the configuration, click the Save button to finalize the new user’s setup.
     

By following these steps, you can efficiently add new users to the system. If you encounter any issues, please consult additional resources in the Knowledge Base or contact our support team for assistance.