Creating and Managing User Accounts

MorTrack users with Admin and Manage access can create new user accounts, manage existing accounts, and disable user access. There is no limit to the number of users that can be created for your account, so any and every person who might need access should have their own account.

Managing user accounts can be done through the web app version of MorTrack.

1. In the web app, click on the sidebar menu, then click on Manage.
2. From the Manage menu, click on Users.

Creating a New User

1. Click on Add New User.
2. Every user requires the following information:

• • First Name
  • Last Name
  • Email (must be a valid email address and no two users can share the same email for their user accounts)
  • Mobile Phone Number (though any phone number works)

3. Optionally, you can add the following:

• • Upload User Image (which is used on temporary MorTrack ID badges)
  • Department/Group
  • Job Title
  • Driver’s License
  • Employee ID
  • Hire Date

4. Once you’re ready, click on Save & Continue.
5. Under the Access tab, you can choose what level of access the user will have in MorTrack. The roles are:

• • Admin (has full access to everything)
  • Manage (has access to everything except account billing management)
  • Billing Only (only has access to account billing management)
  • Reports Only (only has access to viewing MorTrack reports)
  • Dispatch Only (has access to creating new requests and dispatching them to removal techs)
  • Removal Tech Only (only has access to using the mobile app for pick-ups and drop-offs)
  • Dispatch & Removal Tech
  • Reports & Billing

6. After choosing a role, click on Save.

After creating a user account, an automated email will be sent to the new user with a link for creating their login password. The password setup token is valid for up to 72 hours, and if it expires, a new link can be requested using the “Forgot Your Password” link on the MorTrack login page.

Editing a User Account

To edit an existing user account, click on the Edit button to the right of their name and role.

Most information about a user account can be edited, but the Email is the exception. If the email for a user account must be changed, please contact our Support team at [e-mail].

Disabling a User Account

To remove a user’s ability to log in to MorTrack, you can disable their user account. A disabled user account can always be reactivated later.

1. Click on the Edit button for the user.
2. Navigate to the Security tab.
3. Click to check the box for Disable User, then click on Save.

Reactivating a User Account

By default, disabled user accounts are hidden on the Manage Users page. To reactivate an account, follow these steps:

1. Toggle the Show Disabled User switch on.
2. Click on the Edit button for the disabled user.
3. Navigate to the Security tab.
4. Click to remove the check from the Disable User checkbox, then click on Save.'