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Inviting colleagues and managing users

Want to add an employee to Betotrace? See how to do this here.

In the short demo video, we take you through the steps to add a user. We've also written out the steps for you below.

1

To add a user to the company profile, go to "Settings" at the bottom left.

2

Here you click on "User Management" and the "+ New" button.

3

Then you fill in the information about the new user and select a user role according to the rights this person may be assigned.

  • The Administrator has full access to all functions within Betotrace. This includes modifying company data, managing users, and exercising the same rights as the other two roles.
  • The Operations Manager manages orders, deliveries and drivers for all plants.
  • The Branch Manager manages orders and deliveries for selected branches.

You can find the overview in the table below.

4

Then all you have to do is click "Save," and your colleague has been added!

5

To modify a user's data or change their permissions, under "Settings / User Management" click on the line with their name.

Didn't find an answer to your question? I'm happy to help!

Tanika Parton
Customer Success Lead

+32 (0) 475 20 07 50
tanika@betotrace.com
Send me your question