Manage sign-in accounts
Add people who use the one TrakkHQ sign-in, set their roles, reset a password or PIN, and archive leavers.
- Open Settings and choose Sign-in accounts under Company.
- Under Add person, type their Name, Mobile and Email. Each person needs a mobile or an email.
- Tick their Roles: Driver, Mechanic, Scheduler, Office, Admin or Customer. For a driver, pick their name in Drives as (roster name). For a customer, type their Customer code.
- Give drivers and mechanics a 4-digit Starting PIN. Give everyone else a Starting password of at least 10 characters. They must change it at first sign-in.
- Press Add person. Or, if you see Add and email invite, press that instead to email them a link to choose their own password. The link works once, for 7 days.
Each row shows how the person Signs in with, their Status and Last sign-in. Use the buttons on the row to Edit, Invite (or Resend invite), Reset PIN, Set password, Unlock or Archive them. Archiving signs them out straight away. Tick Show archived to find them again and press Restore.
In Edit, tick Can edit clients and rates to let a scheduler change clients and their rates.
Only admins see this tab.
Common questions
Someone forgot their password or PIN.
Press Set password (or Reset PIN) on their row and type a temporary one. They're asked to choose their own at their next sign-in. Tell them a PIN in person or by phone, not by text.
Someone is locked out.
Their Status shows Locked. Press Unlock on their row.
Why can't I archive someone, or take away their admin role?
Every company keeps at least one admin. If they're the only one, make someone else an admin first.
Which roles can get an invite?
Admin, Scheduler and Office, and they need an email address. Drivers and mechanics sign in with their mobile instead.