Add or Delete a User

Users are created to allow access to SmarterTrack.  A user has different privileges based on the roles that are assigned to that specific user.

Adding a User
Follow these steps to create a new department in SmarterTrack:

1. Log in to the SmarterTrack management interface as an administrator.
2. Click the settings icon.
3. Expand the System Settings and Organization folders in the navigation pane.
4. Click Users. A list of current users will load in the content pane.
5. Click New in the content pane toolbar.
6. Click the Options tab and complete the following required fields: Username, Password, Email address, and Display Name.
7. Click the Roles tab and select the appropriate role(s) for this user.  For more information on roles, please refer to the Roles page of the SmarterTrack Online Help
8. If you assigned the user an employee type of role, you may want to edit the settings on the Web Interface, Tickets, Live Chat, Reporting and Custom Fields tabs.
9. Click Save.

Deleting a User
Follow these steps to delete a user in SmarterTrack:

1. Log in to the SmarterTrack management interface as an administrator.
2. Click the settings icon
3. Expand the System Settings and Organization folders in the navigation pane.
4. Click Users. A list of current users will load in the content pane.
5. Select the user(s) that you want to delete.
6. Click Delete.
7. Click OK.

For more information, please refer to the Employees and Users page of the SmarterTrack Online Help.

Article ID: 1593, Created On: 5/5/2011, Modified: 3/7/2012