Edit Users' Personal Info, Access, and Roles

Edit Users' Personal Info, Access, and Roles

*A User can only be edited in the Browser App

1.  Along the left-hand bar, select Company Settings

2.  Select User Management

3.  Click the User to edit

4.  Edit any of the following:
    1. Personal Details: Update a user's name, phone number, or address
    2. Delete: Permanently delete a user
    3. Manage Roles: Add or Remove roles a User has within HailTrace 
    4. Reset Password: An email will be sent to the user to reset their password
    5. Disable Account: Remove access to a user

    • Related Articles

    • Add Sub-Users

      Adding sub-users in HailTrace enables precise permission management for employees or subcontractors, ensuring efficient workflow and security. Down the road, you can easily update or remove sub-users without losing leads or compromising your account. ...
    • Create Custom Roles

      Introduction There are a dozen pre-set roles in the app that will fit many company's needs . However, a company may find it needs particular roles the app does not have. A Custom Role is a tailored set of permissions given to a role that is then ...
    • Understand Roles

      Introduction A Role is a set of permissions given a User(s) to carry out their tasks and responsibilities within their company. When an account with HailTrace is set-up, the Primary Account Holder is given all the permissions inside the app. Each new ...
    • Edit Your Personal Info

      Mobile App Along the bottom bar, select More tab indicated by three dots Tap Settings  Select Profile Update info and tap Update Browser App Along the left-hand bar, select Personal Settings, indicated by the "gear" icon Click Edit Update Info and ...
    • Manage Company Hierarchy

      The Company Hierarchy allows for managers to view and edit the assets, contacts, and opportunities of the teams they manage, without needing access to other team's or all the company's assets, contacts, and opportunities. This is ideal for Canvassing ...