How to Add a New User?

Account Administrators can add new users from the User Management tab in Trace Exchange. The User Management tab is located under the Admin section in the left navigation.

When adding a user, you will enter the user’s basic information, assign a role, and submit the form. Once the user is added, they will receive an email with instructions for setting up their account.

Adding a New User

1. Navigate to Admin in the left navigation.
2. Select User Management.
3. On the User Management page, click Add a User.
   
4. On the Add User page, complete the required fields:
   • First Name
   • Last Name
   • Email (Username)

5. Select a Role from the dropdown.

   Available roles may include:

   • Account Administrator
   • Analytics
   • Billing Administrator
   • Developer
   • Trace Exchange User
6. Optional: Enter the user’s Phone Number.
7. Click Add User.
   
8. The user will receive an email with instructions for setting up their account.

Required Fields

The following fields are required before a user can be added:

• First Name
• Last Name
• Email (Username)
• Role

The Add User button will remain disabled until all required information has been entered.

User Roles

The selected role determines what the user can access in Trace Exchange. Choose the role that matches the user’s responsibilities.

For example, an Account Administrator may have access to administrative functions such as managing users, while a Trace Exchange User may have access to standard Trace Exchange workflows.

Tips

• Use the user’s work email address as the Email (Username).
• Confirm the correct role before adding the user.
• Let the user know to check their inbox for the account setup email.
• If the user does not receive the email, ask them to check their spam or junk folder.