Creating a user in WeldTrace

Create a user

This knowledge base article is about creating a user and assigning a role in WeldTrace.

Click on "Create User" in the Users menu. A blank user creation form will open up. If there are no user slots available a warning message will appear and you can navigate to the "Admin" menu and order more user slots. 
Create a user - image 1
Create a user - image 2

  1. Photograph: You can pick an avatar or upload a photograph; (Read this article: Uploading an image and resizing it)
  2. Name: Enter the user's full name;
  3. Email: Enter the user’s email address, which the user will use to login to his/her account. If the user is already in another account, a warning message will appear. Please read this article on how to manage such users: Users in Multiple Accounts;
  4. Password: Enter a password for the user and confirm the password. The user will be able to change the password through their login. Passwords must be a minimum of 8 characters long with at least one upper case letter, one lower case letter and one number;
  5. Select a role for the user. Only the roles "Account Administrator" and "User" will be available as there can only be one Super User per account. If you need to give login access for a welder, please read this article: Login for Welders;
  6.  If you select the "Account Administrator" role, there will be two options displayed: 
    1. Order - if checked, this user will have access to the Admin menu, from where the user can access the orders, analytics and other functions;
    2. Create Project - if checked, this user will be able to create projects;
  7. If you select the "User" role, these options displayed: 
    1. WPS & PQR - if checked, the user will be able to view, create and edit WPS & PQRs;
    2. Organization - if checked, the user will be able to view, create and edit Divisions, Customers and Contractors;
    3. Personnel - if checked, the user will be able to view, create and edit Welders, Fitters and Customers and manage welder qualifications;
    4. Library - if checked, the user will be able to view, create and edit Machines, Labels, Base Metals and Filler Metals;
    5. Users - if checked, the user will be able to view, create and edit Users except the Super User and Account Administrators;
    6. Reports - if checked, the user will be able to view account level reports;
    7. Data Book - if checked, the user will be able to configure and produce project data books;
  8. Send email to user with login details - if this slider button is green, an email will be sent to the user with the login details, including the password set for the user;
The status of the newly created user will be automatically set to "active." The user's status can be changed to "inactive" when you edit the user.


There can be only one Super User per account. Account administrators with Super User privileges cannot edit the Super User. Contact WeldTrace Support if the Super User should be changed and the role allocated to another user
Only the Super User, Account Administrators and Users with access privileges to the "Users" menu can create a user
You may change a user's status to "inactive" when a user no longer requires access to WeldTrace. This will release that user's slot and a new user can be created without the need to buy a user slot

Read the next article: "User Roles & Privileges"

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