Add users

Users must be registered on the TraceLink Network in order to be assigned roles within apps, networks, and Links. Administrators can assign users from their own company to specific apps, networks, or Links.

To add users for native Opus Platform networks (e.g. Agile Process Teams), select the Users In Opus Networks tab, and to add users to Track & Trace (TTS) networks that are available in the Opus UI (e.g. US Compliance), select the Users in Classic Networks tab. To give users access to other TTS apps, go to the TTS UI.

System Administrators can add users and assign roles for any user within the company.

Add a new user to the company

In the current release, users must already be registered with TraceLink SSO before System Administrators can add them to the company. Users will be able to register with TraceLink SSO themselves in a future release. Until then, a System Administrator can add users to the company in Track & Trace Services Company Administration and contact TraceLink Support to migrate the users to the Opus Platform.

Give users access to networks and Links

System Administrators and Application Administrators can add an existing or new user to a network that they administer and assign roles to those users so that the they can access networks and Links.

  1. Select Administer in the side menu.
  2. Select Users.
  3. Select the tab for the type of User:
    • Users In Opus Networks to add users for native Opus Platform networks (e.g. Agile Process Teams)
    • Users in Classic Networks to add users for Track and Trace Services (TTS) networks that are available in the Opus UI (e.g. US Compliance)
  4. Filter to find the network.
  5. Select the Action icon in the row for the network.
  6. Select Assign to Network.
  7. Select the Internal User tab in the dialog box to assign a user in your company to a network, or the External User in the dialog box to assign a user who is not in your company to a network.
  8. Select the Assign User to Network icon.

  9. Fill in one or more of the following fields to filter the results:

    • Network – The network that the role is for.
    • User field – Conditionally required if the user is an Internal User. The user assigned to the role. The User field does not appear when adding an External User.

    • Email Address field – Conditionally required if the user is an External User. The email address of the user to add. The Email Address field does not appear when adding an Internal User.

    • Team drop-down – Conditionally required if the user is an External User. The Link to assign the user to. If the Link is not specified to an Internal User, the user is added directly to the network.

      Select your company's name instead of a specific Link to assign the user to the app or its network directly, so the user has access to all Links within the app or its network.

    • Role drop-down – Required. The role to assign to the new user. Select the Add icon to add another Role drop-down.
  10. Select Assign.

Users must already be added to the company before they can be added to a Link. A Company Administrator can add users to the company in Track & Trace Services Company Administration.

System Administrators and Application Administrators can assign an existing user to a Link that they administer.

  1. Select Administer in the side menu.
  2. Select Links.
  3. Select the tab for the type of Link:
    • Opus Links tab to view the Links for native Opus apps (e.g. Agile Process Teams)
    • Classic Links tab to view the Links for Track & Trace Services (TTS) apps that are available in the Opus UI (e.g. US Compliance)
    • Failed Links tab to review the Links that could not be established.
  4. Filter to find the Link.
  5. Select the Action icon in the row for the Link.
  6. Select View Link.
  7. Select the Users tab.
  8. Select the Assign User to Network icon.

  9. If the user is already registered on the TraceLink Network when assigning a user to a Link, expand the Existing Internal User section, and fill in the following fields:

    1. User field – Required. The user registered on the TraceLink Network that is a member of your company.
    2. Role drop-down – Required. The role to assign to the user.
  10. Select a User to assign to the Link.

    Select the Add icon to add another User drop-down.

  11. Select Assign.

    The existing user is assigned to a Link that they administer.

System Administrators and Application Administrators assign roles to users that control the actions those users can perform for apps, networks, and Links that their company has access to.

Without filtering for the user

  1. Select Administer in the side menu.
  2. . Select Users.
  3. Select the tab for the type of User:
    • Users in Opus Networks tab to assign a network for native Opus apps (e.g. Agile Process Teams)
    • Users in Classic Networks tab to assign networks for TTS apps that are available in the Opus UI (e.g. US Compliance), or the
    • My Company Users tab to assign a user
  4. Select the Add User icon.

  5. Expand the Add User to Network section, and fill in the following fields:

    1. Email field – Required. The email address of the user to assign. The user must not already be registered on the TraceLink Network as a member of another company.
    2. Network drop-down – Required. The network to assign the user to.
    3. Team drop-down – Conditionally required if the user is an External User. The Link to assign the user to.
    4. Role drop-down – Required. The role to assign to the user.
  6. Select Add.

    If the user is not assigned any roles, the user can log in to TraceLink but cannot access any networks or Links.

While viewing the user's profile

  1. Select Administer in the side menu.
  2. Select Users.
  3. Select the tab for the type of User:
    • Users in Opus Networks tab to assign a network for native Opus apps (e.g. Agile Process Teams)
    • Users in Classic Networks tab to assign networks for TTS apps that are available in the Opus UI (e.g. US Compliance), or the
    • My Company Users tab to assign a user
  4. Filter to find the user.
  5. Select the Action icon in the row for the user.
  6. Select View Profile.
    Select Manage Roles to change the roles assigned to the user directly. The available roles displayed are based on the assigned apps.
  7. In the User Roles section:
    1. Select the Assign Roles icon.

    2. Enter a role or network name in the Keywords field to filter for specific roles (optional).

    3. Select one or more [Role Name] checkboxes to assign to the user.
    4. Select Assign.

      The users are assigned the specific roles within the network and team selected.

Assign roles to my company users

System Administrators can assign roles to my company users.

  1. Select Administer in the side menu.
  2. Select Users.
  3. Select the My Company Users tab to assign a user.
  4. Select the Action icon in the row for the user.
  5. Select View Profile.
  6. Select a role. The available role displayed are based on the assigned apps.
  7. Select Submit.

System Administrators can unlock accounts for users who have locked themselves out of their account on the Opus Platform. Users could lock their account after exceeding the number of allowed login attempts (for more information on the number of failed login attempts allowed, see What are the password requirements for TraceLink SSO?). System Administrators can also remove user access to the platform by deactivating a user's account.

  1. Select Administer in the side menu.
  2. Select Users.
  3. Select the My Company Users tab to assign a user.
  4. Filter to find the user.
  5. Select the Action icon in the row for the user.
  6. Select View Profile.
  7. In the Login Information section:
    1. Select the Edit icon.
    2. Set the Account State switch to Unlocked.

    3. Select the Save icon.

      The user's account is unlocked. When an account is unlocked, access to the Opus Platform is restored.

System Administrators can deactivate user's locked or unlocked accounts. When an account is deactivated, user’s can no longer log in to TraceLink.

  1. Select Administer in the side menu.
  2. Select Users.
  3. Select the My Company Users tab to assign a user.
  4. Filter to find the user.
  5. Select the Action icon in the row for the user.
  6. Select View Profile.
  7. In the Account Information section:
    1. Select the Edit icon.
    2. Set the Status switch to Inactive.

    3. Select Save.

      The user is deactivated and all access to TraceLink apps is removed.

    4. Select the Save icon.

      The user is deactivated and all access to TraceLink apps is removed.

Filter and view users

System Administrators can view login information to identify the last time a user logged into the Opus Platform or any failed login attempts. The login information also includes the date when a user last changed their password and when that password expires.

  1. Select Administer in the side menu.
  2. Select Users.
  3. Select the My Company Users tab to assign a user.
  4. Filter to find the user.
  5. Select the Action icon in the row for the user.
  6. Select View Profile.

    The View Profile screen displays the account and login information.

      In the Account Information section:

      • Name field – The first and last name of the user.
      • Email field – The email address of the user.

      • Status field – The status of the user:

        • Active – The user has activated their account and can log in to TraceLink.
        • Inactive – The user has been deactivated.

      In the Login Information section:

      • Account State – The account is locked or unlocked.
      • Last Login – Date and time of the user's last successful login.
      • Failed Login Attempts – The number of failed login attempts for the user. The number resets after the user logs in successfully.
      • Password Last Changed – Date and time when the user last changed the password.
      • Password Expiration – Date and time when the user's password expires.

      In the User Roles section:

      • Network – The network the user is assigned to.
      • Team – The Link the user is assigned to.
      • Roles – The role the user is assigned to

      In the Administered Networks section:

      • Network – The network the user is assigned to.
      • Network Owner – A TraceLink Member who has purchased a particular TraceLink app.

    Select the Add icon to assign another user with the Application Admin role.

  7. Select the Add icon to assign another user role.
  1. Select Administer in the side menu.
  2. Select Users.
  3. Select the tab for the type of User:
    • Users in Opus Networks tab to assign a network for native Opus apps (e.g. Agile Process Teams)
    • Users in Classic Networks tab to assign networks for TTS apps that are available in the Opus UI (e.g. US Compliance), or the

  4. Fill in one or more of the following fields to filter the results:

    • Application - Network (Owner) multi-select field – The network that the role is for.
    • Team drop-down – Conditionally required if the user is an External User. The Link to assign the user to.

      Select your company's name instead of a specific Link to assign the user to the app or its network directly, so the user has access to all Links within the app or its network.

    • User Name multi-select field – The user assigned to the role.

  5. Select Show Additional Filters and fill in one or more of the following fields to further filter the results:

    • Email drop-down – The email address of the user.

  6. Select Apply.

    The filtered results display in the table.