Assigning Users to Jobs

Assigning Users to Jobs

Admins and Super Admins can add other users to jobs on Trade Trak in two easy ways.

1) Creating a Job

When you are creating jobs, you can add users immediately.

From the navigation bar at the top of the Trade Trak app, select ‘Jobs’.
In the top right corner of the page, click ’Create new job’.

Adding Users to Job 2

When in the ‘Create new job’ page, you will be required to enter details about the job.
Here, you will also be able to select which users you would like to add from a drop-down menu.

You can add as many needed to a job. If you unintentionally add a user, click the ’x’ next to their name to remove them.

Adding Users to Job 1
Adding Users to Job 3

2) Add to Pre-Existing Job

You can also add users to jobs at a later date.

From the navigation bar at the top of the Trade Trak app, select ‘Jobs’.
Choose the job that you would like to add users to.

In the Job Details section, you will see a section called Users with the names of all current selected users for that job. Next to the title, you will see this icon:

Adding Users to Job 4

Select it and a pop-up will appear. Here you can tick the users or teams that you would like to add to jobs. Once done, press Add users/teams.

Adding Users to Job 5

Once they have been added, you will be able to see the names of each user that is on the job under the Users section.

You can also quickly remove them from a job by clicking the bin icon next to their name.

Adding Users to Job 6

Dec 22, 2020

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