In Kinetik Trip Scheduler, the User Management menu is where you can create and
organize accounts for your team. This menu also allows you to set user roles. There are two default role tiers you can assign to users to ensure each team member can access and manipulate the data they need.
Establishing Roles
Roles help compartmentalize what data users are allowed to view and manipulate. For every role, the permissions are set and saved under that role for a quick set up when adding new users. You can create as many roles as needed for every team member that needs access to Trip Scheduler.
How Do I Create A Role?
1. First, open the User Management page on the left sidebar under Settings.
2. Next, click on “Users” at the top of this window, and click “Roles” to switch to Role Management.
3. Locate and click on the +Add New Role button on the top right of the page.
4. Give your new role a title, and use the arrows at the end of every row to expand each section and manage your permissions. Everything selected will be available for the accounts created in that role.
5. Press Create to confirm.
Viewing Role Groups
1. Open the Role tab on the User Management page.
2. Click on the row of the Role Type you want to see.
3. This will open a list of the users under the Role group. The three dots at the end can Remove or view the Users Profile details if applicable.
Managing Existing Roles
1. Open the Roles section by clicking the drop menu at the top of the User Management page.
2. Click on any of the operations at the end of the Role’s to create changes:
Remove – This will delete the desired role.
Duplicate – This will copy all permissions from an existing role and form a new one. You may customize the name and the permissions if there are any changes.
Edit – This will open the roles settings to make changes to an existing role.
3. Click Save after each operation to apply the changes made.
User Assignment
1. Once your roles are created, you can begin creating users and assigning their roles. The roles will remain on the platform with its permissions saved and ready for current and future users.
How Do I Create A User?
Adding a user from the Create User button
1. Open the User Management page on the left sidebar under the Settings Tab.
2. Click on the Create User button on the top right of the page.
3. Fill in the fields for the user you’d like to add and press Create to confirm.
4. This will prompt an email to the user to finish setting up their account and login.
1. Open the User Management page on the left sidebar under the Settings Tab.
2. Click on the Upload User(s) button on the top right of the page.
3. This will automatically open your computer's files to search and upload the file.
4. A csv file type would be the best option for this feature.
Inviting a User
1. Open the User Management page on the left sidebar under the Settings Tab.
2. Click on the Invite User button on the top right of the page.
3. Fill out the email of the person you want to invite, the role you’d like to assign them to then press Invite to confirm.
4. This will automatically send an email with credentials to the person you’re inviting. The password is temporary and will be asked to be changed once the person signs in.
Editing User Roles
1. Open the User Management page to view the User’s table.
2. Locate the Role column on the table.
3. Open the dropdown menu on the row of the desired User you wish to update.
4. Press Yes to confirm your change.
Removing A User
1. Locate the User on the User’s table.
2. Scroll to the right click the Remove button.
3. Confirm by clicking Yes.