Manage Roles

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

Manage the TraceLink roles that control the actions users can perform within TraceLink (e.g. view available roles, delete roles).

• Module – The TraceLink application that the roles apply to.
  • Company Administration
  • Master Data
  • Russia Compliance
  • Serial Number Exchange
  • Serialized Operations Manager
  • Smart Inventory Tracker
• Role Name – Only the role selected returns in the results table.
  • All
  • Company Administrator – Users assigned this role have access to all screens and functionality within Administration.

  • Accessible to TraceLink Support – This role allows TraceLink Support representatives to access a company's data in the same manner as a user assigned this role.

  • [Company-Defined Roles] – Any other roles created and defined by the company.
• Function – The functions different roles can perform.
  • If Accessible to TraceLink Support is the Role Name:
    • Allow Tracelink Support to Access – Users can have their account accessed by TraceLink Support representatives.
  If Company Administration is the Module:

  • Company Information
  • Configure API Keys
  • Info Exchange
    • Info Exchange - Import Transaction
  • Manage Locations
  • Manage Partners
  • Manage ProcessLinks
  • Manage Roles
  • Manage ServiceLinks
  • Manage Services
  • Manage Users
  • Manage Workflow
  • Request and Download Audit Trail (only Full Access or No Access available)
  If Master Data is the Module:

  • Company
  • Partner
  • Product
  If Russia Compliance is the Module:

  • Reprocess Inbound Delivery for 601 - Move Order Notification
  • Reprocess Inbound Delivery for 603 - Move Owner Notification
  • Reprocess Inbound Delivery for 614 - Foreign Import Notification
  If Serial Number Exchange is the Module:

  • Generate Document of Serialization Report
  If Serialized Operations Manager is the Module:

  • Full Access or no access available:
    • Commission Serial Numbers
    • Update Serial Number Status
    • Update Lot Information
    • Set Product Release Status
    • Take Product Sample
    • Destroy Product
    • Decommission Serial Number
    • Set Market Withdrawal Status
    • Set Recall Status
    • Set Market Release Status
    • Create Receipt
    • Declare Country Clearance
    • Create Delivery

      This function also controls whether a user can void a submitted delivery.

    • Aggregate Items to Container
    • Reset Container Aggregation
    • Replace Item in Container
    • Disaggregate Items
    • Disaggregate Items from Container
    • Disaggregate Container
    • Relabel Container
    • Reconcile Container
    • Create Operational Reports
    • Generate China Commission Report
    • Generate China Sales Shipment Report
    • Generate China Return Receipt Report
    • Generate EU Commission Product Pack Data Report
    • Generate EU Destruction Update Product Pack State Report
    • Generate EU Export Update Product Pack State Report
    • Generate EU Free Sample Update Product Pack State Report
    • Generate EU Sample Update Product Pack State Report
    • Generate EU Stolen Update Product Pack State Report
    • Generate EU Supplied Product Pack State Update Report
    • Generate India Export Tertiary Packaging Report
    • Generate Russia Aggregation and Disaggregation Reports
    • Generate Russia OMS Domestic Utilisation and 915 - Multi Pack Reports
    • Generate Russia OMS Foreign Utilisation and 915 - Multi Pack Reports
    • Generate Russia 251 - Refusal Sender Report
    • Generate Russia 313 - Register Product Emission Report
    • Generate Russia 331 - Foreign Shipment Report
    • Generate Russia 332 - Foreign Import Report
    • Generate Russia 333 - Foreign Import Owner Report
    • Generate Russia 334 - Custom Move Report
    • Generate Russia 335 - FTS Data Report
    • Generate Russia 341 - Receive Importer Report
    • Generate Russia 342 - Release in Circulation Report
    • Generate Russia 381 - Move Owner Report
    • Generate Russia 391 - Return to Circulation Report for Returning Decommissioned Product to the Supply Chain
    • Generate Russia 415 - Move Order or 441 - Move Unregistered Order Report
    • Generate Russia 431 - Move Place Report
    • Generate Russia 461 - Move EEU Report
    • Generate Russia 541 - Move Destruction Report
    • Generate Russia 542 - Destruction Report
    • Generate Russia 552 - Withdrawal Report for Decommission and Destroy
    • Generate Russia 552 - Withdrawal Report for Take Sample
    • Generate Russia 701 - Accept Report for 601 - Move Order Notification
    • Generate Russia 701 - Accept Report for 603 - Move Owner Notification
    • Generate Russia 701 - Accept Report for 613 - Foreign Shipment Notification
    • Generate Saudi Arabia Accept Report
    • Generate Saudi Arabia Cancel Reports
    • Generate Saudi Arabia Deactivate Report
    • Generate Saudi Arabia Dispatch Report
    • Generate Saudi Arabia Import Report
    • Generate Saudi Arabia PTS Upload
    • Generate Saudi Arabia Return Report
    • Generate Saudi Arabia Supply Report
    • Generate South Korea Sales Shipment Report
    • Generate South Korea Return Receipt Report
    • Generate South Korea Decommission Report
    • Generate South Korea Correct Shipment Report
    • Generate South Korea Cancel Shipment Report
  • Read Only or no access available:
    • View Receipts
    • View Deliveries
    • Get Serial Number Status
    • Get Lot Status
    • Get Serial Number History
    • View Operational Reports
  If Smart Inventory Tracker is the Module:

  • Event Reporting - Serial Number Verification
  • Event Reporting - Ship
  • Event Reporting - Undo Number Status
  • Event Reporting - Update Number Status
  • Warehouse Operations - Manage Containers
  • Warehouse Operations - Manage Containers - Existing Container
  • Warehouse Operations - Manage Containers - New SGTIN
  • Warehouse Operations - Manage Containers - New SSCC
  • Warehouse Operations - Manage Containers - Reserialize Product
  • Warehouse Operations - Manage Containers - Relabel Container
  • Warehouse Operations - Receive
  • Warehouse Operations - Return
  • Warehouse Operations - Serial Number Status
  • Warehouse Operations - Ship
  • Warehouse Operations - Ship - Manage Containers
  • Warehouse Operations - Update Number Status
  • Warehouse Operations - Update Number Status - Commission
  • Warehouse Operations - Update Number Status - Decommission
  • Warehouse Operations - Update Number Status - Destroy
  • Warehouse Operations - Update Number Status - Register
  • Warehouse Operations - Update Number Status - Sample
• User Name – The first and last name of a user assigned to a role. Only the roles assigned to this user return in the results table.
• Permission Level – The level of access a role has for a specific function. Available only when the user selects a specific Function.
  • All
  • Full Access – The user can view, edit, and manage within the function selected.
  • Read Only – The user can only view details of the function selected.

• Role Name – Name of the role.
• Description – A brief description of the functions and permissions of the role.
• Number of Users – Number of users assigned to the role.
• Module (Full Access/Read Only) – The app in which the role exists, and how many functions the role gives Full Access or Read Only access to.
• Last Updated – Date and time that a user last updated the role, as well as the name of the user.

1. Select a Module from the drop-down.
2. Select a Role Name from the drop-down.
3. Select a Function from the drop-down.
4. Enter a User Name in the type-ahead field, or select the type-ahead icon to see all user names.
5. Select a Permission Level from the drop-down if a Function is selected.
6. Select Search.

   The results display in the table.

• Select Create New Role.

  The Create New Role screen displays.

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

  The View Role Details screen displays.

1. Select Delete in the Actions column of the table.

   The Confirm Delete dialog box displays.

2. Select Confirm.

   The dialog box closes, and the role is removed.

• Select Export Results to CSV above the results table.

  The file downloads.

  See Export a CSV File to Excel in Troubleshooting.