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Inviting colleagues and managing users

MANUAL | Return to the overview of all manuals
Want to add an employee to Betotrace or change their user role? See how to do this here.

In the short demo video, we take you through the steps to add a user and assign the appropriate role. We've also written out the steps for you below.

1

To add a user to the company profile, go to "Settings" at the bottom left.

2

In settings, click "User Management" and the "+ New" button.

3

Next, fill in the information about the new user and select a user role according to the rights this person may be assigned.

  • The Administrator has access to all functions, including company data and user management through settings. New projects and products can also be created, and orders can be placed.
  • Project administrationpermissions allow you to manage projects and products and place orders. This gives control over available assemblies for "on-call" users.
  • The Placing orders role allows specific project orders to be placed and completed.
  • Read-only role lets users view and print projects and orders, with no editing capability.

A complete overview can be found here.

4

Then all you have to do is click "Save." There you go, your colleague has been added.

To later modify a user's data or change their permissions, click on the line with their name in the User Management view and you can get started. You can also add this user as an employee to your project. More information on this can be found in the manuals to projects.

Didn't find an answer to your question? I'm happy to help!

Tanika Parton
Customer Success Lead

+32 (0) 475 20 07 50
tanika@betotrace.com
Send me your question