Adding new users to PoolCar - Non Single Sign On (SSO) Users.

There are two ways to add new users; individually or, for adding a large number of users, by uploading a file.

1 Loading Users Individually
- 1.1 Changing a General User to be a Finance Administrator, Report Administrator or System Administrator
2 Bulk upload

Loading Users Individually

Click on ‘Manage Users’ in the Security & Permissions section on the Sysadmin Main Menu

2. Click ‘Add User’ on the grey bar at the top of the page

3. Type in the user name, first and last names, email address, any additional roles they require (by default users are created without any elevated Roles assigned to them), and other details.

If you wish to send the new user an Welcome email, check the Send Welcome Email box.

4. Click ‘Save’

Please note: If you assign elevated access to a user that gives them the role of Pool Officer or Pool Manager. This does not automatically grant them access to a Pool that they are administrating, this needs to be completed in Manage Pool Administrators. If you ever need to remove the elevated role, you can simply remove their role by un-ticking the box without having to go through and deleting their pool assignments. https://smartrak.atlassian.net/wiki/spaces/SCP/pages/797442308

Adding a user to a pool as manager or officer will automatically give them the role and save admins time in ticking the box.

Changing a General User to be a Finance Administrator, Report Administrator or System Administrator

If you ever need to elevate a user’s access to be higher, or remove elevated permissions, you can do this in the Manage Users section of the Sysadmin Menu Menu.

Simply select Edit next to the user record you wish to change.

Make the required changes, by selecting the tick box next to Finance Administrator, Report Administrator, System Administrator and then Save the page, this will elevate their access to Sysadmin.

Do the reverse for removing elevated access.

Remember that this will not assign users as a Pool Administrator, this needs to be done via https://smartrak.atlassian.net/wiki/spaces/SCP/pages/797442308

Bulk upload

Click 'Bulk load User Accounts' in the Uploaders section on the Sysadmin Main Menu.

2. Download the CSV file template from the link on the page.

3. Populate the template with the user details. Note: do not change the column headers. Save the file as CSV.

4. If you want to replace all the users in the system then click the 'Delete ALL existing users before import' check box.

WARNING: This will do exactly what it says so be absolutely sure you want to delete ALL users before importing the file. If the box is left blank then the users in your file will be added to the existing user register.

5. If you want the send out a Welcome email then click the 'Send a Welcome email to ALL users in the import file' check box.

6. Click Upload to import the users in the file.

If you are unable to find an answer to your question in here please log a support request via the Smartrak Service Desk