Trax User Credentials explained
There are 3 key items to configure an account for a new or modified user which should be defined depending on their function within the project.
- Trax User Type
- Project Positions
- Project Issue Permissions
1. Trax User Type
| Trax User Type | Create projects | Add or modify Trax Users and permissions | Modify a Trax Users Project Issue Permissions | Add / modify Assets and Work Instructions | Assign Shifts | Sign off steps / Post Photos | Create Discussions | Chat in discussions | View Information | Documents + Maps + logs | Raise Issues |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Account Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Trax Admin | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ||
| Trax User | ✓ | ✓ | ✓ | ✓ | ✓ | ||||||
| Trax View | ✓ | ✓ |
💡 Trax user types can be updated at any time by the account user - it is recommended maintenance of the user types occurs regularly to ensure data security. ie dropping users back to “view” if they are not planning on returning to the project or event.
💡 A project can have more than one Account Manager - it is recommended that at least one account manager is on site or available to access Trax while the project is in delivery.
2. Project Position
Project position is used to configure roles for Work Instruction - Step Sign Off Permissions Project Positions should be defined and maintained by the project account holder
A user can only be allocated one position at a time. There is a default list of project positions added with each no project. Additionally, the available project positions can be edited from Config → Value Lists → Project Positions.
Steps: Amending Trax User Type and project Positions
A Trax User type or Project Positions can be adjusted at any time from the Trax Account Manager by:
- Click Accounts
- Click the relevant account (only required if you are managing more than one account)
- Click the relevant Project
- Click the relevant User required to edit
- Select and amend the project position as required.
3. Project Issue Permissions
Creation of Construction Defects and Maintenance Issues can be complete by user levels with Trax Account Manager, Trax Admin or Trax User level can.
Only users with Tester in Charge permissions can create test logs or convert a Construction Defect or Maintenance issue into a Test Log
An Admin and Account Manager can edit each user can be assigned Issue Permissions to edit and close that type of issue
