User Management

There are two ways to add or remove users from the Cleartrace dashboard:

Contact Cleartrace: reach out to your dedicated project manager or the support desk.

Update Users Independently: if you have user manager or admin rights, adjust users yourself from within the dashboard.

These two methods will be explained in more detail below.

1. Contact Cleartrace

If you would like to add or remove new users, please reach out either to your dedicated project manager or the support team at Cleartrace (support@cleartrace.io). In your email, it is helpful to share:

The first and last name of the user

The user’s email address

Whether the user needs to be created or removed

We would be happy to add or remove as many users as you need whenever you desire.

2. Update Users Independently

First, ensure you are logged in to the platform using your admin user account. If nobody at your organization has been designated as an admin user, first contact your Cleartrace team to request an admin user be set up.

Navigate to Account Settings

Click on the user profile icon in the top right hand corner. A drop down menu will appear. Select “Account Settings” from the menu.

An “Account Settings” panel will appear in the middle of the screen.

In the left-hand menu, select “Users” under the “Workspace” section. A users management panel will appear.

The list of all users who have access to this account will display. The admin user will have an “admin” label under the “Roles” section. There are three roles possible:

Basic User - not able to adjust users or security settings

User Manager - able to manage users, but not able to adjust security settings

Admin - able to manage users and adjust security settings

In this panel, the admin or user manager is able to invite new users, by hitting the bright blue “Invite User” button in the top right corner.

A new panel will appear where the admin user can enter the details of the new user they want to add.

The admin user will need to enter the following:

Permission role (basic, user manager, admin)

User’s full name

The admin can either press the “invite” button and an email will be sent to the user or they can copy the invite link and provide this to them directly.

The admin user can also remove or delete users from the account. By selecting the three dots to the right of the user, a panel will appear where the admin can remove or delete them. The admin user can also adjust the user’s role to either basic, user manager or admin.

**For new users who should have access to both a parent account and its sub accounts, sub account access will need to be toggled on for each user for each sub account they need access to.

To do this, navigate to “All Accounts” under the “Managed” section. Select the sub account you wish to add a user to. A new panel will appear with the users listed. Toggle on “sub-account access”.