How do I add new users?

Thank you for visiting our Qtrac Knowledge Base library. We hope the below article will assist you. Based on your questions in the chat, it looks like you are trying to add a new user/s.

In order to accomplish this, please follow these steps:

1. First, to access the Hours of Operation settings navigate to the Manage tab and select Permissions and select Users from either the side panel or the icon in the center of the screen.

If you previously have an existing list of users, they will auto populate within the user list.

2. To add a new user for first time, then select Add New User on the top right.

3. Once you clicked, you will see the new user interface pop-up:

4. Enter the corresponding fields for the new user you would like to add. (See image below a general idea of what it may look like)

IMPORTANT:

• When setting up the password for a "new user", it should be just a general basic password like the one in the image above (Start@123!) This basic password plays an important part and is mentioned below.
• Notice how in the example image above, the box is checked where it mentions 'user must change password in first login'.
• This means that each user will be prompted to set up their own custom password after using Start@123! once they login.
• As for roles, this should be fairly easy is it should follow to your business needs. If one is basic user or if one is an admin.

5. Where it mentions all locations, check that box only if you'd like the user to have access to ALL locations (if your business has multiple) or leave unchecked and select a specific location in which you want them to have.

HINT:

• The 'All Locations' may be subjective to your business. A few exceptions will be as follows:  
• If [admin/manager user], then they usually will need access to all locations.
• If [basic user], but individual will need access to multiple locations as they may be a "floater", feel free to add the desired locations in their profile.
• If [basic user], but will stay at one location then only choose their specific location.
•  

6. For the queue views, this would be subjective to the user role. If the user role is a basic user, they will have a queue view of basic. Vise versa if user is an admin/manager, they will have a queue of admin/manager as they will have a more advanced queue view.

After adding the desired fields for the new user/s, click on the "Save" to finalize your entry.

7. Once clicked, they will then pop up under list of all users. Feel free to search for the user by Name or email address.

Here you go, you have succesfully created your first user! Great work!

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.