What can each user role do?
Every user in your company can work in Trace: for example, adding data, reviewing results and working on reports. Roles give people extra permissions on top of that.
An Admin chooses roles when adding or editing a user in Manage Users, by ticking any of these boxes:
| Role | What it adds |
|---|---|
| Is Admin | Access to Company Settings (company details, security settings) and Manage Users (add, edit and remove users and choose their roles). |
| Is Billing Manager | Manage your Trace subscription: view and pay invoices, and accept quotes. |
| Is Partner Admin | For channel partners only: create and manage your client companies' accounts. |
A user can have more than one role, or none.
Good to know
- Trace checks a person's roles every time they use a protected feature, so changes take effect straight away.
- Make sure at least one person in your company always has the Admin role.
Related: How do I add a new user?