Manage Users

Overview

Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Users.

Manage the company's TraceLink users (e.g. view a user's status, reset a user's password).

Search Criteria

  • Account Status – Only users with the account status selected return in the results table.
    • All
    • Active – The user's account is active.
    • Disabled – The user's account is disabled. The user cannot sign on.
    • L​ocked - Failed Logins – The user made too many failed login attempts, which locked the account.
    • Password Expired – The user's password expired.
  • Role Name – Only users assigned to the selected role return in the results table.
    • All
    • Company Administrator – The user is assigned the Company Administrator role.

    Remaining options populate from the roles created on the Create New Role screen.

  • User Name – Only the user selected returns in the results table.
  • Assignments – Only users with the assignments selected in the fields below return in the results table.
    • Service Administrator – If selected, only users assigned as a Manager for one or more apps return in the results table. The type-ahead field below narrows the results to Managers from a particular application.
    • Pro​cessLink Owner – If selected, only users assigned as a ProcessLink owner for one or more ProcessLinks return in the results table. The type-ahead field below narrows the results to owners of specific ProcessLinks.
    • ProcessLink POC – If selected, only users assigned as the point of contact (POC) for one or more ProcessLinks return in the results table. The type-ahead field below narrows the results to POCs of specific ProcessLinks.

Results Table

  • Name – The name of the user.
  • Email Address – The user's email address.
  • Roles – The roles assigned to the user.
  • Account Status – The status of the user's account.
  • Last Login – Date and time that the user last logged into the TraceLink Network.
  • Password Expiration – Date and time that the user's password expires.
  • Assignments – The number of apps the user manages, the number of ProcessLinks the user owns, and the number of ProcessLinks that the user is a point of contact (POC) for.
    • Info icon – Hover over this icon to view the user's Assignments.
Name
Email		 Roles Account Status Last Login
Password Expiration		 Assignments Actions
Barry Wilson
bwilson@kendall.com

Company Administrator

 Password Expired 12 Mar 2013 10:27 PM GMT
18 Jul 2013 12:00 AM GMT		 View Details
Reset Password
Chris Smith
csmith@kendall.com 		Business User Locked - 3 Failed Logins 22 Sep 2012 12:23 AM GMT
13 May 2013 12:00 AM GMT		 View Details
Reset Password
Lucy Davis
ldavis@kendall.com 		Business User
Link Manager		 Active 27 Jan 2013 10:57 PM GMT
16 Jun 2013 12:00 AM GMT		 View Details
Reset Password
Mary Nelson
mnelson@kendall.com 		Company Administrator Active 25 Jan 2013 10:57 PM GMT
12 Jun 2013 12:00 AM GMT		 View Details
Reset Password
Steve Baylor
sbaylor@kendall.com 		Link Manager Active 25 Jan 2013 10:57 PM GMT
23 Jun 2013 12:00 AM GMT		 View Details
Reset Password

Available Actions

  1. Select an Account Status from the drop-down.
  2. Select a Role Name from the drop-down.
  3. Enter a User Name in the type-ahead field, or select the type-ahead icon to see all user names.
  4. Select one or more Assignments checkboxes.
    • Select the Service Administrator checkbox, and enter an app name in the type-head field.
    • Select the ProcessLink Owner checkbox, and enter a ProcessLink name in the type-ahead field.
    • Select the ProcessLink POC checkbox, and enter a ProcessLink name in the type-ahead field.
  5. Select Search.

    The results display in the table.

  • Select View Details in the Actions column of the results table.

    The View User Details screen displays.

  1. Select Reset Password in the Actions column of the results table.

    The Reset Password dialog box displays.

  2. Select Confirm.

    The dialog box closes, and TraceLink sends the user an email to reset their password.

    Set TraceLink Account Password

    noreply@tracelink.com

    Click the link below to set your password and secret question for your TraceLink account. Note that for security purposes the link will be active for a limited time.

    [Reset Password URL]

    If you didn't make this request then ignore the email; no changes have been made.

    - - - - -

    Please do not reply to this email. You have received this email because you have opted in to TraceLink notifications. If you wish to no longer receive these notifications, you can turn them off by selecting Settings from the User Menu in the upper right of any TraceLink Application.

  • Select Export Results to CSV above the results table.

    The file downloads.

    See Export a CSV File to Excel in Troubleshooting.