Make Users Active or Inactive in RequestTracker

This article will show you how to manage users in the original RequestTracker.

Important Notes

• You have to be a CRT user and have permission to the module in order to view the content. If a user receives a prompt that says they do not have access to the module but see it in their dropdown, they are not a CRT user and will need to be activated on the module page.

• If no one on your team has access to Request Tracker, have the Primary Contact for your account reach out to Support.

• All sales before July 1, 2020 will have this version of CRT™. If your contract started after this date, please view the information for the new CRT package.

Who can use this feature?

System Administrators

Instructions

1. Create the user, if needed

2. Navigate to Modules > Content > RequestTracker

3. Select the category that the user you are managing should have access to

4. Click Actions

5. Select Properties

6. Scroll down to Permissions; assign permissions for the desired user group

7. Scroll to the top and select Save

8. Select the Users tab

9. Select the Users you want to make either active or inactive

   Note: To select all Active and/or Inactive Users, select the box next to the category name.

10. Select Bulk Actions

11. Select Make Active or Make Inactive

    Note: The number of users you have is per contract. The default is five. You can add more at any time, but you will need to contact your Client Success Manager for options.