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User Management

Tracker365 lets administrators maintain user accounts across branches, import users in bulk, assign support teams, and export user records for auditing.

What it does: Operational user directory with CSV import, branch assignment, support team mapping, and PDF export.

Key capabilities

  • Create, edit, and bulk import users from CSV files.
  • Create, edit, and manage branches, including branch-specific user assignments.
  • Manage branch floors and rooms for precise asset location tracking.
  • Export user and branch information as PDFs for record-keeping.
  • Assign support teams and engineers at branch level.
  • Module-based access with branch-aware visibility for assigned users.

How to use

  1. 1 Open Users from the sidebar.
  2. 2 Add a user manually or use Import Staff with a CSV file.
  3. 3 Sync users from Microsoft or Google if integrations are enabled.
  4. 4 Assign the user to a branch, floor, or room where applicable.
  5. 5 Map support teams or engineers for branch-level ticket routing.
  6. 6 Export user lists or asset assignment PDFs for audits.
User Management
User Management