---
title: 5.1 Manage Employees
description: Manage Employees
---

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1. [Track360 - Platform Guide](https://support.track360.io/knowledge-base?hsLang=en)
2. [SECTION 5: SETTINGS](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en)
3. [Organization Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#organization-settings-introduction)

# 5.1 Manage Employees

- Navigate by the **left Sidebar Menu** and click on the **Organization \> Manage Employees**

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfryo5cNJL8QLygLl9hIAmFVurP1NG0rQjwJCXYQHxGQo_GKsIYSAw0GFlDV8YR8tLMkYwT59Dt_Hu_UJS-zwUuOqCbfWKdNl16Ldl4UnHRqQmwjLc5LRa4USu04K5EDl7yO0pS%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=d6d484a4&sv=2)

<https://track360.gitbook.io/track360/section-5-settings/editor/5.1-manage-employees#search-and-edit>

Search & Edit

- **On the Manage Employees Panel use the different tools:**

    - **Search by specific information** of the Employee (e.g., Id Number, Name, Email). You have the option to check or not the Exact Match box condition.
    - **Choose** by the drill down box between **All Employees, Active Employees, Show Retired Employees, Locked due to inactivity**
    - The **Download** icon on the rightmost of the Upperbar allows you to download the list of employees.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXewq3OTsdPT7PxYZiKWjZ88bpTbKc0DTgn-c9dFE8npsZtIlkjWOnQscdbmu1XlEQvdeH3wNJHCunXm0aS30Os-QtfVp69-KHGKzvcXvJ_UBm6PEMB5evGGPh7sv6wJnNZAtgxr%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=2bc38420&sv=2)

<https://track360.gitbook.io/track360/section-5-settings/editor/5.1-manage-employees#new-user-employee>

**New User/Employee**

- Click on the **Add Employee** button on the top right side. A popup window will appear

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdsP2fJxKyDQQLKsUagU8UfcmcOQdRTriGxSH8ShPrbtEwPWzSMfuk_0tDkG7piPq8pvtxm42KeDGyTX7i9YPmDI6NhnY8wOOK4CM4IGykdQ4swLwG3SIGLIEnvZgXdCgYEq79ptw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=acf48e78&sv=2)

- Fill up the details for the new employee:

    - **Employee personal information**: Mail, Full Name and Password.
    - **Business Unit** and **Department** to assign the employee to. Where the Business Unit will determine a predeterminated view and access
    - **Assign a Direct Manager** and **Role** for the employee to define the manager’s access level and responsibilities. The selected Role provides to the new user with a determinate access for the platform depending on the level of that role (e.g., Superadmin, Affiliate Manager, SubAffiliate).
    - Save button to add the employee

 

 

Under Business Unit if you choose *Root will be selecting all Business Unit*.

 

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfEIpBS03VGR7sHQsRHHDPLlpOGNRidOOlaRtFrDpYDoi_G6QTgUGcXY5jhZQXBmSFk2v9WlE5bwh4X2PPUaHBi-Cn4UJ_HS1UzCQoyzK7lu_A01jQeMD6B7s6amAUMGT2SKaWb%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=54ba2e3b&sv=2)

<https://track360.gitbook.io/track360/section-5-settings/editor/5.1-manage-employees#modify-an-existing-user-employee>

**Modify an Existing User/Employee**

- On the Manage Employees Panel, use the **Edition** option (pencil icon) on the right side of each row to modify the desired Employee.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfLwMZ5_SA47xJqD-AbeYsN6k54oZwQYGtdN_VnJNFBJcjD2wDPRMViP7XTOHPLML-3IocrcXz7dbV8jpivygIQMlH8Li_WvjymEnSR1k6kSihptNO1b8EMsJpoWZkYKT7yc8_pww%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=6b7cdc4b&sv=2)

- Modify the Employee Information: Personal Information and Profile Picture

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXd0zhQqGOqxQh-v2l7xLKVYVbEKccJ1jWRLcb4IyLvBUlskdvKSh4SwwXA-GHoaUQNVaOGylT-a5Q-FdtOhkvvcA6W9VvdlKfftKYcBrZeJAgQT5r463sCbtsCqgsmOPQ%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=14c29133&sv=2)

- Modify **Employee Details** such as **Brands, Business Unit** and geographic information, Manager and allowance for the sign-in and **user management**. Also, there is the possibility to check and overview the data of the sub-employees of the selected employee

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXedzlYHIl3JcaZgHT4p2QCKHJxEFAlED4qYhjKhpaq6oCJcMQUWCd70l-p-QKlBOtL5-5nBXOT8cfy1FXNqmsEsK122o-gQhHDxULGes2eV_kmko4Q46P9Vt7wpXPPZwRfk8XdotA%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=96deb59e&sv=2)

- Overview the **List of Employees Managed** by the selected Employee. If the designated User does not manage other Employees the window will display “This employee does not manage anyone”.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfzyAj58ftvIQYb-umxcAJluWUPZTtsR0Ph4gZmXR18Fi_q-aeohtdbo3KwPQRS0OlOAk1yNVWIuvuelFGs9vnjV0-QE_G8NC0aZA2bansh8Dlnn4prUL0JCjvJUWYpo8Uvi4MlTw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=c0ba9cf3&sv=2)

- Modify **Inactivate Employee**, used to before inactivating the employee to migrate their managed employees to another user or, check the box to directly move the employees to the Manager of the selected Employee.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcpbt1swbvq3qKqu66MuyKRT90wL5PUONpKl7GIaebviZiyTSUMdzBwPyuh75TyH2WOu5XooHtoDYfu4nbIsFO0dKjihZG1VdLqeRO4iKTVRw1maheRdUo9uW6vc6ML-fslGuSW9g%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=a6b172fa&sv=2)

- Modify the **Access Control**, to change the Roles and Permission already designated

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeOj-piCD2rxkx-5pb1EQMInBz5uwmoBG3dowXQaT8gXE2MHsaN50onbCUgNjLxbUqC-1KWK4RxTIc9W0KLu5Xdg12Rgt25qBx9Z_anjwe7zpvShLQkQ5hb_siU1-hiU9Y2BTDQ1w%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=2d243f68&sv=2)

<https://track360.gitbook.io/track360/section-5-settings/editor/5.1-manage-employees#change-users-password>

**Change User’s Password**

- **One way as a manager**: Navigate into **Organization \> Manage Employees**. Use the **Edition** option (pencil icon) on the right side of each row to modify the desired Employee.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfLwMZ5_SA47xJqD-AbeYsN6k54oZwQYGtdN_VnJNFBJcjD2wDPRMViP7XTOHPLML-3IocrcXz7dbV8jpivygIQMlH8Li_WvjymEnSR1k6kSihptNO1b8EMsJpoWZkYKT7yc8_pww%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=6b7cdc4b&sv=2)

- **Change Password** tab where you will be able to change to a new password

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXc8SGLaCfACFBS1fyunOnNFC9FIEDHzkdtMw7TALrLrbLX3VVx-XtgL_N6tHWG5rhLTlGx9Q6sWJxrU2mIrLdzc2pAwEosFA_0O5xA3m6PQ--E-GWFqJH8YBLw4NQV6n95WkVmVqQ%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=70112361&sv=2)

- **Another way as a user**: under the login page ([yourdomain.track360.io](http://yourdomain.track360.io/)) click the **Forgot Password?**  button to reset the password.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXel_ipm5iPEWwbcmVgHc8JmhYTSX7YyiVaEyFGyHKA8pvPyvV3-dv_zxbNVXRp1HDCGzub8WuDdwnuFkXZXR3HVKWs3P6aq1yB_tCTypYnvl7IGsDsTHABlN1hoZVMAX8sgktf9%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=dea45abf&sv=2)

- [SECTION 1: GETTING STARTED WITH TRACK360](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#main-content)

    - [What is Track360?](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#what-is-track360)
- [SECTION 2: PARTNER MANAGEMENT](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#main-content)

    - [Affiliate Management Introduction](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#affiliate-management-introduction)
- [SECTION 3: SETTING UP DEALS](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#main-content)

    - [Deals Introduction](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#deals-introduction)
- [SECTION 4: REPORTS & ANALYTICS](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#main-content)

    - [Reports Introduction](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#reports-introduction)
- [SECTION 5: SETTINGS](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#main-content)

    - [Organization Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#organization-settings-introduction)
    - [Brand Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#brand-introduction)
    - [Configuration Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#configuration-settings-introduction)
    - [Advertising & Product Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#advertising-product-introduction)
    - [Translation Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#translation-introduction)
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- [SECTION 6: MARKETING TOOLS](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#main-content)

    - [Marketing Tools Introduction](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#marketing-tools-introduction)
- [SECTION 7: COMPLIANCE](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#main-content)

    - [Compliance Introduction](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#compliance-introduction)
- [SECTION 8: EMAILS & EVENTS MANAGEMENT](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#main-content)

    - [Email Communication Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#email-communication-introduction)
    - [Event Notifications Management Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#event-notifications-management-introduction)
- [SECTION 9: FINANCE & PAYOUTS](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#main-content)

    - [Finance Introduction](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#finance-introduction)
- [SECTION 10: INTEGRATIONS](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#main-content)

    - [Integrations Introduction](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#integrations-introduction)

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