Trackunit

Detailed documentation for administrating your account, your users and your assets

Account Administration

Learn how to share asset visibility with other connected accounts in Trackunit Manager.

How do I share visibility of my assets?

With remove asset visibility, you can focus on the most relevant information and streamline your workflow.

How do I remove visibility of an asset that is shared with my account?

Learn how to transfer the ownership of an asset between Trackunit Manager accounts.

How do I transfer asset ownership to another account?

Manage visibility and asset transfer requests in Trackunit Manager. Review, accept, decline, or revoke requests from or to other accounts.

Review pending sharing of visibility requests

Learn how you can grant Customer Support or Customer Success access to your Trackunit Manager account.

How do I grant Customer Support access to my account?

In this article, you’ll learn how to enable and configure autoshare across your account hierarchy.

Set up auto-share of asset visibility  for account hierarchies

Learn why you might need a written OEM authorization for making transfer or visbility requests.

Why does a transfer or visibility request require OEM authorization?

Learn how to manage your assets visibility and ownership as an admin of Trackunit Manager

Asset Management

Your knowledge hub for managing users as an admin in Trackunit Manager.

Manage users in Trackunit Manager

Read how to invite, edit, and delete users in Trackunit Manager as an account admin.

How do I add, edit and delete users of my account?

Learn how admins can manage user roles and permissions in Trackunit Manager to control what users can see and do in their accounts.

How do I control user permissions and roles?

Get a better overview of your organization by dividing it up into smaller, more manageable units within your account hierarchy.

How do I create and manage sub-accounts in Trackunit Manager?

From time to time, a Trackunit employee may need to access your account and that will require sending an access request to you.

How do I manage access requests to my Trackunit Manager account?

Audit logs help safeguard your fleet by showing events and changes, removing the need for manual data extracts.

How do I use the audit logs in Trackunit Manager?

Understand what an administrative account is and which asset transfer and sharing actions only it can perform.

What is an administrative account?

Learn how the admin of the account can help their users get access by resetting their passwords or resending the activation email.

Send a reset password or new account activation email to your users

Learn how the admin of your account can export the full list of users under their account.

Export your user list from your account

Learn how to impersonate another account, or a user within an account if you need access for troubleshooting.

How do I impersonate an account or a user?

Learn how to manage user roles and permission as an admin of your Trackunit Manager account. 

User & Account Management

Change language settings, set preferred time zone, and choose system of measurement in your profile preferences.

How do I select language, time zone, and system of measurement in my account settings?

Do you have issues when you try to sign in with your Trackunit Manager password? Follow these steps to regain access to your account.

How do I reset my Trackunit Manager password?

Learn how to review and respond to a request from an admin to impersonate your user account.

How do I approve or reject an impersonation request?

Learn how to set up the preferences of your personal account such as language and time zone. 

Profile Preferences

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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