Add, edit, and remove users in PSTrax

In this article

• Adding users
• Editing users
• Removing users

 

 

Adding users

To add a new user in PSTrax, go to Settings > Personnel > Add a User. 

• Name (required)
• Login / User Name (required) - This must be unique across all of PSTrax. We recommend using the users' email address.
• Password (required)
• Email Address (required) - This is the email that PSTrax alert notifications will be sent to. 
• Cell Phone & Carrier - Required to receive alert notifications via text message.
• Badge / ID Number
• Shift - If no shifts display in the dropdown, please contact help@pstrax.com to set up. 
• Home Station - Set the user's default home station to log directly into the station they work out of most. If they work at multiple locations, set to No Home Station to display a station selection page each time they log in. 
• Log-In Landing Page - Set the preferred log-in home page to one of the three options: 
  • Station Home - displays the apparatus schedule, alerts, and journal entries. This is the default option for all users. 
  • Department Status Report (Mobile) - displays all vehicles across all stations in a mobile-optimized format. You can view the Department Status Report by navigating to Vehicle & Station > Department Status Report. 
  • Department Status Report (Table) - displays all vehicles across all stations in a format optimized for a desktop, including search and filter options. You can view the Department Status Report by navigating to Vehicle & Station > Department Status Report > Table View.

• Station Access Settings - Select which station(s) this user should have access to. 
• Module-Specific Settings - Each module your agency is signed up for has specific settings that can be enabled or disabled for each user. 
• Additional Permissions - Set permissions for the journal and personnel settings:
  • Manage Journal - allows the user to create Journal categories, add posts in admin-only Journal categories, and edit / archive posts for all users. 
  • Manage Personnel - allows the user to add, edit, and deactivate users in PSTrax.
• Emergency Contact Information - Input primary and secondary emergency contact information. Users can complete this for themselves in their User Settings (Settings > User Settings). Only users with Manage Personnel permissions will be able to see this information for other users.

Editing users

To edit an existing user in PSTrax, go to Settings > Personnel > User List and click Edit User next to the person you'd like to change. For a detailed list of user permission levels, check out this article.

If you need to change the information for multiple users at one time, select the users you want to edit from the User List and click Batch > Edit. Make sure you click the checkbox next to the fields you want to change.

Removing users

When a user no longer needs access to the system, he/she can be deactivated by navigating to  Settings > Personnel > User List > Edit User and selecting Inactive under the Status section. This will shut off the login for the user, but keep their name tied to any past logged activity in PSTrax. You can view all inactive users at Settings > Personnel > User List > Inactive Users (in the dropdown next to Add User in the upper right corner).