Company Members
Overview

Select the Company Members icon in the Actions column on the Applications screen.

- Manage the users that have access or are pending access to their company's application. For example:
- Invite users to join the app.
- Resend a Link invitation as a reminder.
- Cancel a Link invitation sent to a user who should not have access to the app.
- Revoke a user's access to the app.
- Update a user's role within Change Management to make them either a Member or Change Owner. (Make the user a Change Owner if they need to edit changes, and make the user a Member if they should have view-only access.)
- Download the list of users to a CSV file for future reference.
Search Criteria

- – The name of the user within the company that is linked to the app.
- – The email address of the user within the company that is linked to the app.
[Application] Information

A
- Name – The name that the Owner assigns to their app.
- Owner – The company that owns the app.
- Description – The Owner's description of the app (displays as -- if the Owner did not enter a description).

Name | Description |
Change Management TLXMLN | Change Management TLXMLN |
Owner | |
B. R. Jones LLC |
Results Table

- Status – The status of the user.
(Active) – The user accepted the Link invitation for the app.
(Inactive) – The user has been removed as a user within the app.
(Invited) – The user received the Link invitation for the app but has not responded yet.
- User Name – The full name of the user.
- Role – The user's role within the app.
- Manager – The user is the Manager of the app for the company.
- Member – The user has access to the app as a member of the company.
- Email – The email address of the user.
- Last Login – The last time the user logged in to TraceLink.
- Last App Access – The last time the user accessed the app.
Only available for Change Management and Supplier Issue Tracking. -- displays for all other apps.

Status |
User Name
Role |
Last Login
Last App Access |
Actions | |
---|---|---|---|---|
![]() |
Harold Hill
Manager |
harold.hill@brjones.com | 28 Sep 2016 02:10 PM GMT
-- |
![]() ![]() |
![]() |
Mary Bolden
Member
|
marytbolden@brjones.com | 22 Nov 2016 12:50 PM GMT
-- |
![]() ![]() |
![]() |
Albert Mason
Manager |
albert.mason@brjones.com | 31 Oct 2016 12:21 PM GMT
-- |
![]() ![]() |
![]() |
Mary Cutler
Member |
mary.cutler@brjones.com | 15 May 2015 01:14 AM GMT
15 May 2015 08:17 PM GMT |
![]() ![]() |
Add Member Dialog Box

Before a user can be linked to an application, the user must be a Member on the TraceLink Network associated with the company in Administration > Users.
– The Member's email address.
Available Actions

-
Select the Search icon (
) on the left to reveal the search fields.
- Enter a in the text field.
- Enter an in the text field.
- Select
The results display in the table.
.

- Select
.
The Add Member dialog box displays.
- Enter an in the text field.
- Select
The dialog box closes, and the company member receives an email with the Link invitation. The member must accept the Link invitation to join the app.
.

- Select the Remove
icon in the Actions column for any row with an
Active Status.
The Remove Member? dialog box displays.
- Select
The dialog box closes, and the Member remains in the table with a Status of
Inactive.
.

Member's Roles can only be edited by an Owner Manager for a Change Management app.
- Select the Edit
icon in the Actions column for any row with an
Active Status.
The Edit Member screen displays.

- Select the Resend Invitation
icon in the Actions column for any row with an
Invited Status.
The Resend Invitation dialog box displays.
- Select
The dialog box closes, and TraceLink resends the Link invitation.
.

- Select the Cancel Invitation
icon in the Actions column for any row with an
Invited Status.
The Cancel Invitation? dialog box displays.
- Select the
The dialog box closes, and TraceLink cancels the Link invitation
in the dialog box.

- Select
The file downloads.
See Export Results to CSV for more information.
directly above the results table.
Error Messages

Error messages display on the screen in red text:
Error | Action |
The email address you entered does not correspond to an existing TraceLink user at your company. | The email address does not map to an existing TraceLink user that is a member of the same company. TraceLink users can be added in Administration. |
The email address you entered corresponds to a user that is already a member or has an invitation pending. | The user is already a member or has an invitation pending. |
Enter an email address. | No email address was entered in the | field.