Creating and managing users and their roles in WeldTrace

Users

This knowledge base article is about creating and managing users in WeldTrace.

Users List

Account Users & Roles
  1. The user's role is shown here;
  2. Account Administrators can be given access to the "Admin" menu and the privilege to "Create Project". These two menu accesses enable Account Administrators to function like Super Users;
  3. 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;
  4. If the user is a "User" at the account level, you can give access to one or more account level menus;
  5. The user's login status is shown here. "Active" means, the user will be able to login. "Inactive" users (you need to change the login status by editing a user and make them inactive) will not be able to login until their status is restored to "Active." When a user is made inactive, WeldTrace will make that user's slot available and you may create a new user and give them login access;
  6. This is the login count of the user;
  7. "Welder" is another role;

Hierarchy of Roles

Please check this article on the hierarchy of roles: User Roles & Privileges

General Notes on Users and their Roles

  1. Only the users added to your account will be able to login and access information in your account;
  2. When a user is made inactive or deleted, the user will no longer have access to your account;
  3. Users have an account level role that determine the extent of their access;
  4. There are 3 account level roles: Super User, Account Administrator, User;
  5. Account level roles are hierarchical;
  6. Project level roles are different from the account level roles;
  7. Users can change their passwords at any time once they login;
  8. If the users forget their passwords, the password can be reset through the forgot password link in the login screen;
  9. A user can login only in one device at a time;
  10. A user can open multiple tabs when accessing WeldTrace with a desktop computer;
  11. A user may be in more than one account i.e. a user can be in multiple companies;
You will find more information about each of the points listed above in the knowledge base articles in this section.

Idea
Read the next article: "Create a user"


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