Account Manager FAQ

FAQ - How do I add a new Trax user ?

  1. Click Accounts (bottom left of screen)
  2. Click the relevant account
  3. Click Users Tab (top right)
  4. Click Add user
  5. Enter the user details
  6. The new user should get a one time password email for login

💡 If the user already has an account with Trax or there are issues with the ?one time password please contact RES team via support@res.app with the user that is required to be added.

FAQ - A user doesn’t have the required permission to sign off a step - how can this be amended ?

  1. Account Manager would check the permission(s) of the work instruction step required to be signed off
  2. If an authorised position the account manager would then change a users position to suit the step type via the directions in Trax User Credentials item 3 above.

FAQ - Some works were not complete in a teams shift, how does an Trax Admin re-assign those activities to another shift?

  1. Click Events

  2. Click the Event Overview button (see Red circle below)

    Screen Shot 2022-07-23 at 11.32.14 am.png

  3. Click the finished shift that needs re-assignment of activities

  4. Select the steps to re-assign or click “select all”

    Screen Shot 2022-07-23 at 11.38.40 am.png

  5. Click the Green Pen circle in the bottom right on web or the ‘Action selected steps’ button on mobile

    Screen Shot 2022-07-23 at 11.37.39 am.png

  6. Click the shift then team to re-assign too

  7. Click the Green Re-assign button

    Screen Shot 2022-07-23 at 11.38.03 am.png

FAQ - How do I add an existing user who is not in my account to a project?

Currently this feature is not available to Account Managers - Please contact Support@res.app to add an existing Trax user to one of your projects.