Why do we need user management actions?
There are two types of users in TeamTracks: agents and clients. Admins can create these users using the built-in user management feature by providing the necessary details such as email, password, full name and title. However, when you need to capture and manage more than the basic fields about these users such as company name, phone number, mailing address, etc., that data is captured by setting up one or more tracks. In such use cases, the user management actions are used to interact with the user management backend.
For example, you can create a dedicated track specifically for managing the agent accounts where you can store their personal, contact and role information. From this track, you can automatically create the corresponding agent records in the TeamTracks user management using a Create Agent action. It is very important to maintain an updated record in TeamTracks user database as these records are used for assigning roles, managing permissions and account profiles.
Out of the six automated actions available for managing users, the first three actions are used for agents and the remaining actions are applicable to client users.