Managing TrackAssure Organization Settings

Through Organization settings, you can carry out the following:

• View Organization details
• Add Super Admin users
• Manage branding

Click Organization settings to view the current settings for your organization:

Modifying Organization Details

The Organization details are setup when you account is created based on information provided by your organization. If you need to modify the Organization details, contact Ladle Support.

Adding a Super Admin user

For information on adding location users, see Managing Users for a Location.

A Super Admin user uses the TrackAssure Web version to setup and manage an organization's implementation of TrackAssure. This includes:

• Managing Users, including Super Admins, Location Admins, and Employees (see Managing Users for a TrackAssure Location and Creating a TrackAssure Super Admin User Account).
• Managing the Organization Structure, including Groups, Sub-groups, and Locations (see Managing a TrackAssure Organization).
• Managing Suppliers and Products (see Managing TrackAssure Suppliers and Products).
• Viewing organization and location level Product tracking, Received product, Prepped product, and Transformed product reports (see Product Tracking in TrackAssure).

To add a Super Admin user, carry out the following:

1. On the Organization settings page, click Add in the Super Admins panel. A blank Add super admin form appears:

   

2. Enter a First name, Last name, Email address, and Phone number (optional) for the Super Admin user.

3. Click Save. The form is closed and the following occurs:

   • The user is added to the list of Super Admins for the organization and their status is set to Created.

   • An email will be sent to the user, welcoming them to TrackAssure and providing them with temporary login credentials:

     

   After they login for the first time, the following will occur:

   • They will be prompted to create a permanent password.
   • Their status will be updated to Active.

   If you use an email address that was previously used within your organization, you will receive an error message:

   

   You will need to create the account using a different email address.

Modifying or Deleting an Existing Super Admin User

If you need to modify or deleting an existing Super Admin account, contact Ladle Support.

Adding a Logo to the Organization Branding

TrackAssure displays your organization name in the upper left corner of each page, for example:

You can replace with this with your company's logo, for example:

To add a logo, carry out the following in the Branding panel on the Organization settings page:

1. Create a logo that meets the criteria described in the Organization logo section.

2. Under Organization logo, click Browse and choose the logo file you created. The file is uploaded and appears in the box:

   

   The logo will now be used instead of the organization name.

Removing a Logo from the Organization Branding

To remove the logo, carry out the following in the Branding panel on the Organization settings page:

1. Under Organization logo, click Remove. A remove confirmation dialog appears:

   

2. Click Remove. The logo will now be replaced with the organization name on all pages.