A User is invited to the application through email invitations sent by Users with an admin role through the Invite New User sub-category under the Administration category within the navigation menu. Sending invitations mark the user as Pending for the current organization until accepted. Once the invitation is accepted the new user will be prompted to fill out the registration form with a Username, Password, Password Confirmation, Secret Question, and Secret Answer. After the user submits the registration form the account will automatically be set Active for the current organization. If the user invited already has an account within the application the accepted invitation will instead Activate them for this organization instead of prompting them with the registration form. Users may have their roles modified by an administrator from the Users sub-category under the Administration category within the navigation menu before and after accepting the invitation.
To invite a new user to join the application use the Invite New User section under the Administration panel to send a registration link. All yellow fields in the window are required information, while white fields are optional. Provide the First Name, Last Name, Email Address and optionally change the Language Preference. Finalize the registration request by clicking Invite User.
After a user has been invited, their pending account is created automatically. tractFile administrators can change a user’s account by assigning them to Roles, filtering their access based on Business Units, resetting their password, or inactivating the user. More information about these features can be found in the Users section, under the Administration menu.