Configure and secure user accounts by creating profiles with unique emails and setting passwords manually or automatically.
Assign users to roles and locations to define responsibilities and access levels.
Import multiple users in bulk using the drag-and-drop upload feature.
Manage multi-location access by controlling permissions and task visibility across business areas.
Video Overview
This micro-learning video provides a comprehensive guide to managing your team within the Taskr platform. You will learn how to navigate the Settings menu to access the Users screen, where you can easily build and organize your workforce to ensure everyone is ready to execute tasks effectively.
The tutorial covers three essential methods for population: adding individual users manually, configuring their login security, and utilizing the bulk Import Users feature for larger teams. Additionally, we dive into the flexibility of Taskr’s hierarchy, demonstrating how to assign staff to specific roles and multiple locations based on your operational demands.
