Trade Scheduler: How to Add New Users

You can add an unlimited number of users to your TradeTrax App. You can add Scheduler/Superintendent users as well as Installer/Crew Lead/Foreman users.

1. To add new users, click the Users tab on the left-hand menu. 
   ***If you don't see a Users tab, you can get that permission added to your profile by reaching out to your TradeTrax Customer Success Manager or the primary admin TradeTrax user at your company.
   
2. Click the Add User button in the top right-hand corner of the screen.
   
3. A pop-up Add User box will appear in the center of your screen. Fill in the new user's (1) First Name, (2) Last Name, (3) Email, and (4) Phone. (you can add email OR phone, only one of those is necessary.)
    
4. In the Type Of User field, select Regular if the new user is a Scheduler or Superintendent. Select Installer if the new user is an Installer, Crew Lead, or Foreman.
   
5. With the fields filled out, click Invite User at the bottom of the Add User box.
   
6. The user you just added will get a welcome email from notifications@tradetrax,com. If they don't find this email in their Inbox, have them check their Junk or Spam box.
   They will need to click the Set Password button in the email.
   *** If you only added a phone number and no email in the Add User box, the invite will be sent to the new user by text message.
   
7. The Set Password button will open a TradeTrax welcome page. (1)Their email will display above the Set Password fields. The new user will (2) create a password, and then (3) re-enter that password. Then they check the box to accept the privacy policy and (4) click the Set Password button at the bottom-right of the screen.