Within Onetrace, there are three different types of roles that can be assigned to users and they come with their own set of permissions.
In this article, we will walk you through what they are and what each type of role can do on the system.
Admins
🚨 The admins have full access to their Onetrace system.
🚨 They can view and edit any information on their account from creating new projects to modifying them.
Members (Operatives)
🚨 Users added as members (your operatives) will have read-only access to the main system and can complete jobs assigned to them by using their Onetrace mobile app.
🚨 To invite the operatives to the platform, you just need to send them an invite via email.
Guests
🚨 Guests will have read-only access to specific projects that have been selected by the admin. They won't have access to complete any jobs with the mobile app or make changes to any information.
🚨 In most cases, guest access is extended to either your clients or third-party members like auditors.
Need more help? Get support from our Onetrace knowledge hub or feel free to message us via live chat; we will be happy to help!