---
title: Users Overview
description: The objective of this article is to provide a step-by-step guide on how to manage users in the Trak workspace efficiently.
---

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# Users Overview

## The objective of this article is to provide a step-by-step guide on how to manage users in the Trak workspace efficiently.

<iframe src="https://player.vimeo.com/video/1008621156?app_id=122963" width="426" height="240" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" title="Product Training MODULE Users" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

### Key Steps

1. **Accessing Users:** 
     - Users are organized in the main menu on the left side of the Trak workspace.
     - Internal users are listed at the top, followed by collaborators.
2. **Adding Users:** 
     - To add a new user, click on the plus button in the top left corner on the internal users page.
3. **Exporting Users:** 
     - Users can be exported into a JSON or CSV file using the export option.
4. **User Types:** 
     - There are four types of internal users: team members, managers, site admins, and track admins.
     - Advanced view shows the permissions associated with each user type.
5. **Filtering Users:** 
     - Users can be filtered based on information such as user stage and accounts they are associated with.
     - User stages include active, inactive, passive, and pending.
6. **User Details:** 
     - In the table view, user details such as profile image, username (email address), first name, last name, partnerships, active status, and last login are visible.
     - Partnership assignments can be viewed by hovering over the partnerships column.
7. **Collaborators:** 
     - Collaborators can only view partnerships that have been shared with them.
     - Collaborators are grouped based on fill path and have similar action buttons at the top.
8. **Viewing Collaborator Profiles:** 
     - Clicking on a collaborator profile opens up the user profile information on the left and partnerships assigned with activity log on the right.

### Cautionary Notes

- Ensure that user permissions are set correctly to maintain data security.
- Double-check user stages to accurately reflect their status within the workspace.
- Be cautious when exporting user data to prevent unauthorized access.

### Tips for Efficiency

- Regularly review and update user information to keep the workspace organized.
- Utilize filters to quickly find specific user groups or types.
- Encourage users to set up their passwords promptly after receiving email invitations to avoid delays in accessing Trak.

By following these steps, you can effectively manage users in the Trak workspace and ensure smooth collaboration within the team.

- [The Basics](https://help.trak.io/knowledge-base/the-basics?hsLang=en)
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