Create user

In order to create an extra user in tracezilla follow the instructions below.

Only the person who owns the company account in tracezilla can assign roles to users when sending the user invitation. Read more below.

1. Click you company name in the top right corner and select Company Settings in the drop down menu.

2. Click on Users, Subscription and Billing.

3. Select Membership i the menu to the left in order to add new users. Here you can also who is registered as the owner of the company account.

4. Write the e-mail address of the person you want to add to the company and choose what role he or she should have. Click Send Invitation.

5. You can choose between several roles:

  • Administrator
  • Bookkeeper
  • Production
  • Controller
  • Salesperson
  • Purchaser
  • Logistics
  • Warehouse

Permissions and Access restrictions for roles

It is possible to limit which menu items are to be displayed for the different roles, as well as to restrict access to individual key functions in the system.

1. Click you company name in the top right corner and select Company Settings in the drop down menu.

2. Click Go to next to Roles andPermission**s in the section Advanced Settings.

3. A pop-up window will appear. Here you can shift between the tabs VisibleMenu items and AccessRestrictions.

4. Under the tab VisibleMenu items you can select which role should have access to see and edit the features in tracezilla.

5. Under the tab Access Restrictions you can define who should have access to the company settings, the invoices from tracezilla and who should have access to edit the company recipes.

6. Click Close Window to save the changes.

The price per. user depends on which kind of subscription you have selected.

Outline