This guide shows you how to view and update your organisation's details, users and contacts, and how to manage your own TracPlus Cloud user account, including your name, login email, password and organisation memberships.
It is for every TracPlus Cloud user. Some actions are limited to Administrators; these are clearly marked throughout.
Before you start
Open the Settings section
- Sign in to TracPlus Cloud at cloud.tracplus.com.
- Click the Settings icon on the left-hand side of the screen.
- Choose Organisation to manage your organisation, or Account to manage your own user profile.
Tip: If you belong to more than one organisation, check the Organisation Switcher dropdown in the top-left corner (next to the TracPlus logo) first. Organisation Settings always show the organisation that is currently selected.
Check your role
What you can change in Settings depends on your role in the organisation:
- Administrator – can edit organisation details, invite and remove users, change user roles, and add, edit or delete contacts.
- View Only – can view organisation details, users and contacts, but cannot change them. View Only users can still manage their own account and personal display preferences.
Note: If you sign in with a usercode rather than an individual email address, you will always have View Only access. To get Administrator access, ask an existing Administrator to invite you using your own email address. See Accessing TracPlus Cloud using my Usercode.
Not sure which role you have? Go to Settings > Organisation > Organisation Users and find your name in the list.
The article for display settings can be found here: Display settings on TracPlus Cloud
Organisation Settings
Go to Settings > Organisation.
Organisation settings allow you to manage and update your organisation details and user accounts. You will find three main sections here: Details, Organisation Users and Contacts.
1. Details
This section contains information about your organisation, including its name, the Primary Contact details and the Billing Contact details.
- Primary Contact – receives important communications from TracPlus, such as firmware updates and outage notifications. TracPlus Support will also ask this person to confirm any change requested on the organisation's behalf that cannot be made in TracPlus Cloud.
- Billing Contact – receives invoices for the organisation's TracPlus account.
To change the Primary Contact or Billing Contact details (Administrators):
- Go to Settings > Organisation.
- In the Details section, find the relevant box.
- Click the Edit icon (the small pencil) in the top-right corner of that box.
- Update the details and save your changes.
Tip: Keep these contacts current. If the Primary Contact leaves your company, update this box straight away so you don't miss service notices or have support requests held up waiting for confirmation.
2. Organisation Users
In this section, you can view a list of everyone who has access to your organisation in TracPlus Cloud, including each person's name, email address and role.
If you are an Administrator, you can also:
- Invite users to your organisation in the Invite User section (scroll down on the Organisation page).
- Change a user's role between View Only and Administrator.
- Remove a user who no longer needs access, such as someone who has left the company, by clicking Delete under Actions.
To invite a new user (Administrators):
- Go to Settings > Organisation and scroll down to Invite User.
- Enter the person's email address and name.
- Select their role from the dropdown: View Only or Administrator.
- Click Send Invitation.
The person receives an email invitation to join your organisation. If they already have a TracPlus Cloud account with another organisation, they won't get a new invite. Instead, your organisation is added to their Organisation Switcher dropdown; ask them to refresh the page if it doesn't appear.
For the full walkthrough, see Inviting users to your organisation in TracPlus Cloud.
Note: If you don't have Administrator privileges, you will not see the Invite User section.
3. Contacts
The contacts in this section are individuals who can be assigned as emergency contacts and/or messaging whitelist contacts for assets on the asset page (Manage > Assets & People).
A contact does not need to be a TracPlus Cloud user. Contacts receive alerts or messages; users sign in to TracPlus Cloud.
Note: Only Administrators can add, remove and modify contacts.
To add a contact (Administrators):
- Go to Settings > Organisation > Contacts.
- Click the plus (+) icon to open the new contact dialogue.
- Enter the person's name and choose a contact type: SMS, Phone or Email.
- Enter the number or email address and save.
To give one person several numbers or email addresses, add the contact once for each detail. TracPlus Cloud groups all the details under the same person, so they're easy to edit later.
To edit or delete a contact (Administrators):
- In the Contacts list, click the Edit icon under the Action column for that contact.
- Update or remove the details and save.
Important: Changing a contact's number or email here also changes it everywhere that contact is assigned, including asset emergency contacts. You can't edit contact details from the Emergency Contacts box on an asset; use the link Create and edit contacts on the organisation settings page to come back here.
Account Settings
Go to Settings > Account.
Account settings let you manage your own TracPlus Cloud user account. You can use the tools in this section to view and/or change your account name, email address and password. Every user can do this, whatever their role.
You can also view which organisations you are a member of, and your role within each of them.
Change your name
- Go to Settings > Account.
- Under User Profile, edit your name.
- Click Save.
Your name is what other users in your organisation see in the Organisation Users list.
Change your login email address
The email address you sign in with is also where TracPlus sends password reset emails and other important communications, so keep it up to date.
- Go to Settings > Account.
- Under User Profile, enter your new email address and click Save.
- If asked, enter your current password to confirm it's you.
- Click Save again.
- Your updated email is displayed. Use it the next time you sign in.
For more detail, see How to update my login email address in TracPlus Cloud.
Change your password
- Go to Settings > Account.
- Find the password section and enter your current password, then your new password.
- Save your changes.
Tip: Use a strong password that you don't use for other services. If you've forgotten your password and can't sign in, use the password reset option on the TracPlus Cloud sign-in page; the reset link is sent to your login email address.
View your organisations and roles
The Organisations list on the Account page shows every organisation you are a member of and your role in each (Administrator or View Only). Your role can be different in each organisation.
To work in a different organisation, select it from the Organisation Switcher dropdown in the top-left corner of the screen.
Leave an organisation
If you no longer wish to view another organisation's assets, you can leave it:
- Go to Settings > Account.
- In the list of organisations, find the one you want to leave.
- Click the Leave icon next to it and confirm.
Note: Leaving an organisation removes your access straight away. To rejoin, an Administrator of that organisation needs to invite you again. You can't leave your own organisation.
If you need to be removed from your own organisation, or your whole company no longer needs access, ask your Administrator or contact support@tracplus.com.
Quick reference: who can do what
Administrators manage the organisation; every user manages their own account.
Troubleshooting and FAQs
I can't see the Edit (pencil) icon, the Invite User section or the plus icon in Contacts.
You probably have View Only access, or you signed in with a usercode. Ask an Administrator in your organisation to make the change, or to change your role to Administrator if you need to manage settings yourself.
I'm seeing the wrong organisation's details.
Organisation Settings show whichever organisation is selected in the Organisation Switcher (top-left corner). Select the correct organisation and open Settings > Organisation again.
I invited someone, but they say they didn't get an email.
- Ask them to check their spam or junk folder.
- Check the email address you entered is correct.
- If they already have a TracPlus Cloud account, they won't get a new email. Your organisation is added to their Organisation Switcher instead; ask them to refresh the page.
If they still can't get access, email support@tracplus.com.
Someone has left our company. How do I remove their access?
An Administrator can go to Settings > Organisation > Organisation Users and click Delete under Actions for that person. If they were the Primary Contact, Billing Contact or an emergency contact, update those details too.
Can a View Only user be given Administrator access?
Yes. An Administrator can change the user's role in Organisation Users. Usercode logins always stay View Only, so the person needs their own email-based account first.
What's the difference between a user and a contact?
A user signs in to TracPlus Cloud. A contact is someone who can be notified in an emergency or is allowed to message an asset's device; they don't need a TracPlus Cloud login.
I left an organisation by mistake. Can I undo it?
No. Ask an Administrator of that organisation to invite you again.
Why can't I leave an organisation?
You can't leave your own organisation. You can only leave organisations you've been added to as a member, such as another company that shares access with you.