Add new user.

Modified on Wed, 3 Apr at 6:18 AM


This article outlines the straightforward steps of creating new users within your Pooltrackr account. In this section, learn how to tailor user profiles to reflect individual responsibilities and streamline communication within the platform.



Creating a New User



1.  Go to Setup → Team. 

2. Click on Add User found at the top-right corner of the page. 

3. Start setting up the user details by adding the necessary information.

  1. Profile
    → First name
    → Last name
    → Email
    → Location [Insert location KB link]
    → Applicable tags [Insert tags KB link]
    → External ID (If applicable)


  2. Role

    → You can select any of the pre-defined roles or create and customise one using the steps outlined in the User Roles and Permissions article.
     
  3. Password

    → The password must contain 8 characters, one uppercase, one lowercase, one number and one specialcase character.

  4. Working Hours

    → Set the working hours for the user. This can be changed anytime.





4. Click on Save found at the upper right-hand side of the page.






Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article