Adding and Managing Users and Devices
ContentsTrack provides unrestricted access for an unlimited number of users and devices. Users can be assigned permissions as online/mobile users or administrators.
Adding a New User:
- Navigate to Tools, then select Users/Devices, and click on Add User.
- Input email address in the "Xactware ID" field. Then select which permissions you'd like them to have and click Save.
- Access Mobile - This grants users the ability to login and utilize the mobile app.
- Access Online - This enables users to log into the ContentsTrack online portal, input job details, create jobs, and distribute tasks.
- Administrator - This provides users with full access to ContentsTrack online and mobile platforms, as well as the ability to make adjustments to the instance itself, such as creating containers and other administrative tasks.
Once a user has been created, they will receive an email to their inbox prompting them to create an account, input their details, and set up a login. You can check the permissions column to track their progress in the creation process. If their permissions are displayed, it indicates that the creation process has been completed.
User Modification/ Sending Reset Emails:
- Navigate to Tools, then select Users/Devices, and then click on the user's email.
- Here, you can modify the user's name, permissions, or send a reset pin/invitation email.
- Click Save once all changes are made.
Invite and PIN reset links from ContentsTrack have a 3-day expiration period. If gone unused, you will need to send a new one.
Deleting a User:
- Navigate to Tools, then select Users/Devices, and then click on the checkbox next to the user(s) you wish to delete.
- Click on Delete Selected.
- Confirm the deletion by selecting OK in the confirmation that appears.
Unregistering a Device:
- Navigate to Tools, then select Users/Devices, and then click on the checkbox next to the device(s) you wish to delete.
- Click on Unregister.
- Confirm the deletion by selecting OK in the confirmation that appears.
To provide instructions to your new users on how to set up their accounts and register their devices after you've added them, refer to User Setup and Registering Mobile Devices.
Editing a Device Name:
- Navigate to Tools, then select Users/Devices, and then click on the device you want to rename.
- Adjust the name and click SAVE.
