Request Tracker


Request Tracker
 





Make Users Active or Inactive in Request Tracker

Who can use this feature?

system_admin.png

 

 

Overview

This article will show you how to manage users in Request Tracker.

Important Note

  • You have to be a CRT user and have permissions to the module in order to view the content. If a user receives a prompt that says they do not have access to the module but see it in their dropdown, they are not a CRT user and will need to be activated on the module page.
  • If no one on your team has access to Request Tracker, have the Primary Contact for your account reach out to Support.

Instructions

  1. Create the user, if needed
  2. Navigate to Modules > Content > Request Tracker
    modules_content_request_tracker.png
  3. Select the category that the user you are managing should have access to
    Select_Category.png
  4. Click Actions
    actions.png
  5. Select Properties
    Properties.png
  6. Scroll down to Permissions; assign permissions for the desired user group
    Permissions.png
  7. Scroll to the top and select Save
    Save.png
  8. Select the Users tab
    Users.png
  9. Select the Users you want to make either active or inactive
    selectusers.png
    • Note: To select all Active and/or Inactive Users, select the box next to the category name.
      selectusersall.png
  10. Select Bulk Actions
    Bulk_Actions.png
  11. Select Make Active or Make Inactive
    MakeActive_MakeInactive.png
    • Note: The number of users you have is per contract, the default is five (5), you can add more at any time, but you will need to contact your Client Success Manager for options.



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