How to Add a new User:
- Click on User Management under the Administration menu.
- Click Request License(s).
- Fill in the details.
- Press Request.
Note: A fee is involved with new users outside of the 1 free login. You will need to contact Officetrax for additional user licenses.
How to Edit a User:
- Click on User Management under the Administration menu.
- Click on the user’s name.
- Edit the details.
- Press Save Changes.
Permissions
Administrator
Users with this setting can edit the company profile, view service agreements, and control user management.
Accept Work Orders
Users with this settings can accept work orders.
How to Delete a User:
- Click on User Management under the Administration menu.
- 2. Select the … button at the far right of the user’s name.
- Press Delete.
How to Lock Out a User:
- Click on User Management under the Administration menu.
- 2. Select the … button at the far right of the user’s name.
- Press Lock Out.
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Last Updated November 1st, 2018 by Katie O'Brien
