Company Administration

Some TraceLink apps (such as Serialized Operations Manager) use a synchronous API for interactions. All interactions with this API require an access key, which TraceLink uses to authenticate the call.

• View API Keys – View, add, and update access keys.
• Add API Key – Add a new access key.

Roles are a collection of permissions that can be assigned to multiple users.

• Manage Roles – View and manage the TraceLink roles defined by the company.
• Create New Role and Edit Role – Create a new role or update an existing role.
• View Role Details – View the specific functions and permissions of a role.

The users that belong to the Administrator's company.

• Manage Users – View and manage the TraceLink users that belong to the company.
• Add New User(s) – Add new users with their email addresses.
• View User Details – View the details of a specific user.
• Configure Sign-On Settings – Update the sign-on settings for users.

Applications are specific instances of a TraceLink app that a company either owns or links to.

• Manage Services – View the TraceLink apps that the company owns or links to.
• Publish New Service – Add a new app.
• Configure Published Service Settings – Update the settings of an app that the company owns.
• Configure Subscription Settings – Update the settings of the company's Link to a specific app.

Company Information stores the basic information about the company, displayed in the Community profile.

• Company Information – View and update the company's profile, logo, headquarter's address, and business contact.

Manage any devices connected to TraceLink applications (e.g. handheld devices or smartphones with Smart Inventory Tracker installed).

• Devices – View devices registered on the current environment (e.g. iTest, Production), and download necessary set-up files.
• Add Device – Register a new device with TraceLink.
• Edit Device – Edit the details of a device currently registered with TraceLink.

Links establish a business relationship within a specific app between the company and a Partner company or location.

• Manage ServiceLinks – View the Links that the company has added to their owned apps.
• Create ServiceLink(s) – Establish Links within an owned app.
• Import ServiceLinks – Import a CSV file with new ServiceLinks.
• View ServiceLink Details – View the details of a specific Link.

The company's locations as entered in Company Master Data.

• Manage Locations – View the company's locations entered in Company Master Data, and edit the locations' settings.

The company's trade partner companies and locations.

• Manage Partners – View internal and external Partner companies and locations.
• Search For Partner to Add – Search Community for trade partners to add to Manage Partners.
• Export All Identifiers – Export all of the Partner identifiers in Manage Partners.
• Set Identifiers – Add specific identifiers for Partner companies and locations.
• Set Partner Properties – Update a Partner company's display name and partner type.
• Import Partner Identifiers – Import specific identifiers for Partner companies and locations.

Manage the configurations for the company's ProcessLink workspaces.

• ProcessLinks – View all of the company's ProcessLinks.
• Set Default Configuration – Update the default settings for all ProcessLinks.
• ProcessLink Configuration – Update the settings for a specific ProcessLink.

Workflows prompt automatic actions in response to various events within TraceLink.

• Manage Workflow – View and update the automatic actions that certain events can trigger.
• View Workflow Configuration – View a workflow's current recipient list configuration.
• Edit Workflow Configuration – Edit a workflow's current recipient list configuration.

Audit trail files include information about the app, function, user, date, and actions taken during a certain time period.

• View Audit Trail Exports – View the audit trail data files generated in the last 365 days.
• Request New Audit Trail Exports – Generate a new audit trail data file.

Info Exchange stores details for messages and manages inbound and outbound message settings between Partners.

• Info Exchange – View the status of messages exchanged between the company and Partners via TraceLink.
• View Transaction Details – View the details of specific messages.
• Import File – Import a file containing a message to process.
• Download Info Exchange Data – View downloaded files containing Info Exchange message data.
• Create Data Extract – Extract metadata for multiple messages.
• Create Bulk File Extract – Extract transferred files for multiple messages.
• Configure EDI Settings – Edit the EDI settings for the company and Partners.
• Configure Info Exchange Profiles – View the company's Info Exchange profiles.
• Create New Profile – Create a new Info Exchange profile.
• Update Profile Settings – Update an existing Info Exchange profile.