Managing Users
If you have more than one person working in Trip Assistant at your organization, you can better keep track of who makes what changes by ensuring that all users have their own account.
Creating a New User
You can begin by navigating to the settings menu by clicking on the gear icon at the bottom of the left hand sidebar.
Next, click Users
Click on Create New User to open a pop-up menu where you can fill in the particulars about your new user including what type of access they’ll hav
Click Create User to finish
User Types
1. Standard: This level of access allows for basic functions, but does not include the ability to create or oversee other accounts. It is best suited for individuals who handle billing or manage trips on Kinetik.
2. Admin: This role has equivalent access to Standard, but also has the ability to manage accounts by creating or deleting them.
3. Viewer: You have permission to view all data that has been selected under features, but you are not able to make any changes or edits to any accounts or data in general.
Deleting or Deactivating a User
If at any point you need to deactivate a user, you can do so by clicking on the ellipsis next to the user’s name on the list. A dropdown menu will appear and you can pick either deactivate or delete user.
Still need help? Send us an email at support@kinetik.care, start a live chat on the platform, or call us at 631-593-2594 ext. 1. We're available from 9a-6p Eastern Standard Time.