How do I manage users in the Eezytrace Manager Area?

Depending on your permissions, you can manage:

• Tablet users,

• Managers,

• Or both.

➕ Add a user

1. Click on “Create a user.”

2. Enter:

   • The person’s first and last name,

   • The user profile (essential information).

     • Profiles are categorized using a star system:
       ⭐ Employee → tablet access only,
       ⭐⭐ Manager → tablet and Manager Dashboard access.

   • If the user has access to the Manager Dashboard → an email address is required.

3. Once registered:

   • An email is automatically sent to create their password.

   • You can also set a tablet password (optional).

4. Assign the user to one or more locations, select their language, then save.

✏️ Edit a user

• Click the pencil icon to edit the information:

  • Profile,

  • Tablet password,

  • Site assignment, etc.

    DO NOT RENAME A USER (in the event that a person is replaced by someone new). If you do this, the entire history will be affected. Deactivate the old user and create a new one for the new person.

❌ Delete a user

• Click the trash can icon,

• Confirm the deletion to complete the action.

🔎 Filter the display

You can filter your users by:

• Their access type (tablet / Manager Space),

• Account status,

• Their profile.

📤 Exporting users

You can export the complete list of users to Excel or PDF.

✅ Expected result: Clear and secure user management, with monitoring tailored to their access rights.