Users Overview

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.