Creating a user in WeldTrace

Create a user

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

Click on "Create User" in the Users menu. A blank user creation form will open up to add a new user. 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 (Account Administrator)
Create a User (User)
  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. Admin - if checked, this user will have access to the Admin menu, from where the user can access the account data usage, archived projects and other functions;
    2. Create Project - if checked, this user will be able to create projects;
  7. If your account uses Divisions, you can select one or more divisions for Account Administrators, Users and Welders. Whilst an Account Administrator is presented with the data that pertain to a Division, they will be able to toggle the button and see all the account wide data. Whereas a User will not be able to do that. Users can see only the data for a particular Division;
  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;
  9. If you select the role as "User", the account level menus will be displayed;
  10. If a menu is unchecked, the user will not see the menu when they login. If a menu is checked, the user will be presented with the menu. If the slider button is "Write", then the user will have read & write privileges for that menu. If the slider button is "Read", the user will have read only privileges for that menu.
    1. WPS & PQR - (to view, add, import, create and edit WPS & PQRs);
    2. Organization - (to view, create and edit Divisions, Customers and Contractors);
    3. Personnel - (to view, create and edit Welders, Fitters and welder qualifications);
    4. Library - (to view, create and edit common materials and consumables, Machines, Labels, Base Metals and Filler Metals);
    5. Users - (to view, create and edit Users except the Super User and Account Administrators);
    6. Reports - (to view account level reports);
    7. Data Book - (to configure and produce project data books);
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.

Info
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

Idea
Read the next article: "User Roles & Privileges"

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