Managing Users & Teams

To access User Management, select User Management from the main navigation.

From this page you can:

• Invite new users
• Manage user roles
• Enable or disable user access
• View invitation status
• Assign users to teams
• Manage available licences
  
  

There are three different user roles in TRACE. Company Admins can assign each user a role which determines what they can access and manage within the platform.

• Company Admin
  

Company Admins have full access to their organisation's TRACE account. They can manage users, licenses, teams and permissions, as well as create and manage events and business operations.

• Team Admin

Team Admins manage a specific team within the organisation. They can oversee team members, manage team events and collaborate with other users, but they do not have access to organisation-wide administration.

• Team Member

Team Members can access the events and business operations they have been assigned to. They can enter data, contribute to measurements and collaborate with their team, but cannot manage users or organisation settings.

Inviting a User

To invite a new user:

1. Select Invite User.
2. Enter the user’s details.
3. Assign the appropriate user role.
4. Send the invitation.

The user will receive an email inviting them to join your organisation in TRACE. This invitation expires after 30 days. To resend an invitation, select 'Options' and 'Resend invite email'.

Managing User Roles

You can update a user’s role directly from the User Type column.

Only Company Admins can manage user permissions.

Activating or Deactivating Users

Use the toggle in the User Status column to enable or disable a user’s access to TRACE.

Disabling a user prevents them from accessing your organisation’s data without permanently removing their account.

Invitation Status

The Invitation Status column shows whether a user is either;

• Pending – The invitation has been sent, but not yet accepted.
• Accepted – The user has successfully joined your organisation.

If an invitation is still pending, you may be able to resend it from the Options menu.

Managing Teams

From the User Management page you can also:

• Manage Teams to create and edit teams.
• Manage Team Users to assign users to existing teams.

For more information, see What is the Teams Feature?