Adding new users to the Tractian platform is an essential process to ensure your team has access to the tools they need. This detailed guide walks you through every step so that no detail is missed.
In Tractian, a user is anyone who has access to the platform, whether to view information, manage maintenance, or configure settings. Each user must have an access profile appropriate for their role.
There are different types of user profiles, each with specific permissions, ensuring that only the right people can view and modify certain information.
Below is a complete step-by-step guide on how to add a new user to your company on the Tractian platform.
Registering a new user
1. Access Settings
To add a new user, you must first access the platform's settings:
In the top-right corner of the screen, click your profile icon (your photo or initials).
In the dropdown menu, click "Settings".
2. Go to Users Management
Inside the Settings page, find the "Users Management" section in the left-side menu:
Click on "Users".
3. Add a new user
In the top-right corner, click the "+ Add User" button.
A new screen or pop-up will appear where you can enter the new user's information.
4. Fill out the new user’s information
When adding a user, it’s important to accurately complete all required fields. Each field affects how the user will access the platform:
Corporate Email: Enter a valid company email address. The user will receive an invitation to access the platform via this email.
Full Name: Enter the user's full name to ensure proper identification.
Access Profile: Assign the appropriate profile to the new user.
Platform Modules: The environments the user will access.
Access to Specific Locations (Optional): If your company uses location-based controls, specify which plants, factories, or units the user can view.
5. Grant access to additional companies (Optional)
If the new user needs access to more than one company within Tractian:
Click on "Add access to more companies".
A new field will appear where you can select the relevant companies.
6. Finalize registration
After filling in all the information correctly, click "Save".
The new user will automatically receive an email with a link to access the platform and set up their password.
User profiles and permissions
Each user must be assigned a profile that defines what they can view and modify on the platform. The standard profiles are:
Administrator: Full control over the platform, with the ability to add, remove, and edit users, as well as configure access permissions.
General Access: Full access to all company tools and settings, except for global configurations.
Technician: Has access only to the work orders assigned to them.
Requester: Can only create maintenance requests and track their progress.
Viewer: Restricted access for information lookup only.
Supply: When registering a new collaborator, Supply permissions define the level of interaction with inventory and purchasing. They are divided into three main pillars:
Inventory Management: Controls access to Inventory Parts, Warehouses, and Stock Addresses.
Purchasing: Defines who can create Purchase Requests, manage Purchasing, and issue Purchase Orders.
Transfers and Reservations: Allows performing Transfers between locations, or making Item Reservations for Work Orders.
Important note: Only Administrators can create and edit users and permissions.
Supply Permission Specifications
Inventory Management
Warehouses/Stock Addresses: Permissions to create and organize the physical structure of the inventory.
Inventory Parts: Control over the registration of materials, balance visualization, costs, and categories.
Linked Warehouse: Sub-permission within parts that controls minimum, maximum stock, and reorder point by specific location.
Linked Assets: Defines if the user can link CMMS assets to inventory items.
Purchasing
Purchase Requests: Allows requesting the purchase of materials, suggesting vendors, and defining priorities.
Purchase Orders: Full control over the issuance of formal orders, negotiation of values, and delivery dates.
Entry Registration: Critical permission that authorizes the user to confirm the physical and fiscal receipt (invoices) of materials in the system.
Movements
Transfers: Manages the sending of materials between different company warehouses.
Reservations: Allows "locking" the quantity of an item for future use in maintenance, preventing the balance from being used by another collaborator.
Inventory Transfers: Access to the history of all entries and issues performed.