This article focuses on laying the overview of the Team section within your
trackr iO account. If the role type for your assigned role is set to Portal admin, the Team management section permission is enabled by default. This permission is needed for a user to be able to manage the Team section.
To access this page and manage your team, navigate to Setup → Team from your trackr iO dashboard.
Once you access the Team page, you will be taken to the Users page by default. This is where you can view and edit existing users or create a new user.
The Team section has 3 different tabs — Users, Roles, and Locations.
1. Users tab
2. Roles tab
3. Locations tab
4. Search users
5. Assign Tags
6. Add User
7. Columns filter
8. Filters
9. Edit (pencil icon)
10. Delete (trash icon)
Add User button
You can create new users by clicking on this button. Learn more about creating new users here: Add new user
Search Users bar and Tags
This feature allows you to search for a user using their first name, last name, email or Tags.
Filters and Columns
The Columns function will allow you to modify the columns you want to show.
The Filters are a flexible way to refine the user list based on specific criteria. This could include filtering users by name, email, and location.
The columns are the attributes or properties of users that you can filter by. Operator refers to the comparison operator you want to use to filter the data in the selected column like "equals", "starts with", "ends with", "is empty", "is not empty", "is any of". Value is the specific value you want to filter for in the selected column.
You also have the option to add more filters that will enable you to create complex filters by adding additional criteria. You can combine multiple filters using logical operators like "AND" or "OR" to refine your search further.
Roles
This section is where you can set up roles to be used when creating users. The Technician, Portal Admin, and Technician Admins are pre-defined roles that are there by default. You can add a new role and set a more tailored permission according to their responsibilities. If you're interested in learning more about roles and user permissions, we recommend checking out our extended guide for User roles and permissions.
Locations
This section is designed for organizations/businesses that have multiple locations/stores, you can set them up in this section.
Locations can be used to:
Assign to customers for enhanced reporting and comms.
Auto-assign to customers based on the user's location
Provide location details of the logged-in user that will display at the bottom of the water test report
Email water test reports will be sent from the location email, rather than the business email