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:
- Personal Details: Update a user's name, phone number, or address
- Delete: Permanently delete a user
- Manage Roles: Add or Remove roles a User has within HailTrace
- Reset Password: An email will be sent to the user to reset their password
- Disable Account: Remove access to a user
Add New Users
*A User can only be added in the Browser App 1. Along the left-hand bar, select Company Settings 2. Click User Management 3. In the top-right corner, click Add New User 4. Fill out name, email, phone number, and address(optional) of the person you ...
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 ...
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 ...