As an organisation admin or owner, understanding member roles and permissions helps you manage access to Onetrace features and actions.

In Onetrace, we offer multiple user roles: Owner, Admin, Operative and Guests. By default, the first person in the system is given the role of Owner, but Organisations can have multiple Owners and Admins.

Below, you’ll learn more about each role type and the permissions they grant within the Onetrace Web App. When you’re ready, invite the rest of your team and manage their roles easily from your Organisation Settings.

🔸 Operatives and Guest can see the Client name on specific projects when they are a member of that project.

🔸 Managers can access and view and edit the Details section within the Project Setup.

🔸 Operatives and Guests can only view projects that they are a member of.

🔸 Operatives and Managers can edit their own Job Sheets.

🔸 Guests can be included in approval stages and therefore impact the status of a Job Sheet.

Each project has a default access level that applies to diferently to each role. Owners, Admins and Managers are always able to create jobs and manage the project. These permissions can be enabled for Operatives depending on the scenario.

🔒 Users are unable to change these permissions.