How to assign a role to a user and How to add a user under a Manager

DeskTrack has a Multi-level hierarchy in which you can assign multiple Managers to one User. So the Mangers can check his/her Team member’s reports by login on to the DeskTrack Web Page with their DeskTrack Id and Password.

How to Mark a user as a Manager

  1. Open DeskTrack panel and go to User Roles
  2. Now click on Manage Role –> Create Role
  3. Now Enter the name of that role like Manager and Click on Create (Skip this step if the role is already created)
  4. Select the reports and click on Save Permission
  5. Now go to User Roles and select the user which you want to add as a Manager and click on Assign Role
  6. Now select the Role and click on Assign Role

How to add a user under a Manager

  1. Open DeskTrack panel and go to User List
  2. Search the user on which you want to assign a Manager and click on Reporting Manager option
  3. Now click on Add/Update Tag for assigning the manager for the user
  4. Enter the Tag of the user like @jondoe and click on Update.
     
  5. In the User List by Click on Reporting Manager Option, you can also check the list of Managers assigned to that user.

How to inactive a Manager for a user

  1. Login DeskTrack Admin Account and Click on User –> User List
  2. Search for the user to whom you want to unassign the Manager and Click on Reporting Manager Option
  3. Click on the Active button to inactive the Manager and click on OK

  4. After inactive the Manager, the Reporting Manager will not able to see the report of that user.

 

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