How to Add Users to an Account as an Organizational Administrator [Step-by-step guide]

This article details how to create users within the hierarchy of an account in an organization as an organizational administrator.

NOTE: If you are an account administrator, refer to: How to Add Users to an Account as an Account Administrator [Step-by-step guide]. To add a user with access to all accounts, see How to Add Users to an Organization [Step-by-step guide]. For more details on the organizational structure, consult techTRACK Organizational Structure [Information].

To add users to an account as an organizational administrator:

1. Click Organizations from the left menu under the System section.

2. Find the desired organization using the search box.

3. View the desired organization details by pressing View.

4. Press Edit for the desired account.

5. Click the Users tab.

6. Press Create.

7. Enter the following fields:

• Email: The user's email address.
• Role: The user's role, to define access and permissions.
  
  
  NOTE: To learn more about the available user roles within an account, refer to: techTRACK User Permissions Structure [Information].

8. Press Save.

Once saved, a temporary password will be sent to the user’s email address. Upon their first login, the user will be prompted to enter their Given Name, Family Name, and set a new password.

NOTE: Make sure the password meets the requirements specified in Password Policy Requirements for techTRACK [Information].

To learn more about what you can do next, refer to the Organization folder in our knowledge base.