User Management

A site on TrackSo Solar can have 5 no.s of users assigned to it. Users can be added with either admin or read only access type.Once a user is added to a site,it will appear in the ‘User Management’ section with corresponding sites.

List of Access Type

• Admin – Monitor Site,  Edit Site Users & Details
• Read Only-  Monitor Site

Invite New Users

1. Navigate to Configuration > Users Management in your TrackSo Account.
2. Click on Invite User button available on the top right of the section.
3. Pop-up with 3 stage navigation will appear
   • Step-1 Enter email id of the user to which you wish to provide the site access
   • Step-2 User Validation will system will check if the user already exists or needs to be invited to platform
   • Step-3 Assign Site & Access Type allows providing access of multiple sites to a user at a time.
     

Note:

• Invitations are valid for 1 day. You can resend an invitation once the initial invitation expires.
• Invited user needs to only sign up with the email address on which invite has been sent.

here is a gif summarizing the above steps..

Add Sites to Existing Users

Users with Admin access to a site can add access for other users.

• Navigate to Configuration > Users Management in your TrackSo Account.
• Identify the user for which you wish to add a site and click on View Linked Sites action button
• Click on + Assign Site button on the top right of the page
• A pop-up will appear , select Site & Access Type and click on save to give access.

Note: Users will need to log out of the account and back in before updates to their access type will take effect.

here is a gif summarizing the above steps..

 Modify Existing User Access Type

Users with Admin access to a site can change the access type of other site users.

• Navigate to Configuration > Users Management in your TrackSo Account.
• Identify the user for which you wish to edit access type, and click on View Linked Sites action button
• Click on Edit Icon on the Site for which you wish to edit access type.
• Select the required access type from drop down and save

Note: Users will need to log out of the account and back in before updates to their access type will take effect.

here is a gif summarizing the above steps..