Add, edit and suspend a user

Users is the first tab of the admin dashboard, at /tracker/admin/users. The District Users card lists everyone in every agency of your district, with a line counting the users and the agencies.

Every district admin can open the list and edit a record. Adding people, changing their agency role and suspending them are narrower than that, and each section below says who the button is for.

Find someone

Type a name or an email into the search box, or narrow the list with the agency filter and the role filter. The role filter offers Owner, Manager and Member.

Each row shows the person’s agency, their role, a status badge and the date they joined. The badge reads Active, Pending or Suspended. On a phone the table turns into one card per person, with the same buttons.

A row ends in up to 3 icons: Edit user, Suspend and Delete user. Hover or long-press one to read what it does.

Add a user

Create User only appears if you’re an Owner of at least one agency. Its Agency list holds only the agencies you own, because a new person adds a seat to that agency’s bill.

To add someone:

1. Open Users and press Create User.
2. Type the Full Name and the Corporate Email (Login).
3. Add a Preferred Name or a Personal Email if you have them.
4. Pick the Agency and the Agency Role.
5. Leave the password blank, or type one.
6. Press Create User.

A blank password sends them an invite email to set their own. A password you type has to be at least 6 characters. The refresh button beside the box makes a 12-character one, and the copy button puts it on your clipboard.

When you type a password, they’re made to change it the first time they sign in.

Agency Role offers Manager and Member only. Open the info mark beside Agency Role for why: an Owner is set later, from somebody who’s already a member.

Note that an email that already has an account is refused. Invite that person to the agency instead, as in Approve join requests and invite your team.

Change someone’s role

On rows in an agency you own, the Role cell is a dropdown rather than a badge. Pick Owner, Manager or Member and it saves straight away.

An agency always keeps at least 1 Owner, so the last one can’t be moved down. To hand the agency over, make the new person Owner first, then change the old one.

Edit a record

Edit user opens Edit User, with 3 tabs. Press Save Changes when you’re done.

Basic holds the name, Title, Birthday and Corporate Email. The corporate email is also their login, so changing it changes the address they sign in with.

Work holds Agency, Agency Role, System Role and Goals & Targets. Setting System Role to Admin makes them a district admin, and open the info mark beside System Role for what that covers. The change only sticks when a district admin or the app owner saves it.

Goals & Targets sets Weekly Points Target, the yearly FYC target and Avg Case Size. FC Code, Contract Date and Phone Number sit under More details (optional).

Caution

When nobody has set the money targets, the boxes read 60000 and 1000. Save Changes saves whatever the boxes read, so check both before you save an unrelated edit. Moving someone to another Agency also takes them out of the old one.

Reset a password

To give someone a new password:

1. Press Edit user on their row.
2. Open Security & Access.
3. Type a password under Reset Password, or press the refresh button for one.
4. Press Reset Password.

The password has to be at least 6 characters, and they’re asked to change it at their next sign-in. Only an Owner of their agency or the app owner can do this, and the same rule covers changing their Corporate Email.

Suspend someone

Suspending blocks their login, hides them across the app and releases their seat. Their logged activity is kept.

To suspend from the list:

1. Press Suspend on their row.
2. Read the dialog.
3. Press Suspend.

The Account Status block under Security & Access does the same, and adds an optional Reason that stays on their record.

The message that follows says what happened to the bill: the seat count before and after, from the next cycle. An agency with no active subscription is told nothing changes on the billing side.

Reinstate sits where Suspend was and needs no confirmation. Its message says whether the seat came back free or with a setup charge.

Note that you can’t suspend yourself, and an Owner has to become a Manager or Member first. Suspending is for an Owner of that person’s agency or the app owner. In the list the icon isn’t drawn for anyone else, and in Account Status the button greys out with the reason written under it.

FAQ

Can I delete a user?

Not unless you’re the app owner. Delete user erases the person and all their logged activity, and can’t be undone. Suspend anyone who may come back.

Why is there no Create User button?

You don’t own an agency. The button is drawn only for Owners, and only lists the agencies they own.

Somebody shows Pending. What does it mean?

Their registration hasn’t been approved. People you create here start as Active.

Will a suspended person still show on the leaderboard?

No. Open the info mark beside Account Status: suspended users drop out of leaderboards and lists, and reinstating brings everything back.