Admin guide
Add a user and assign a role
Create an account for a colleague and give them exactly the access their job needs — no more, no less. Works the same way across every Traiq product.
- Audience
- Admin
- Stage
- Configure
- 4 min read
- Updated
Before you start
- The “Manage users” permission (usually the administrator role)
Invite the user
- 1
Open Settings → Users & roles
You’ll see everyone who currently has access, with their role and status.
- 2
Add the person’s work email
Select Invite user and enter their work email. They’ll get a link to set their own password — you never set it for them.
Use their work email, not a shared mailbox — access should belong to a person, not a desk.
- 3
Assign a role
Pick the role that matches their job. The role decides what they can see and do — you don’t grant permissions one by one.
Choosing the right role
Roles bundle permissions so access stays consistent as your team grows. A few principles keep it clean:
- 1Match the role to the job, not the person — it survives them changing seats
- 2Prefer an existing role over a one-off set of permissions
- 3Review who has admin access every so often — it tends to accumulate
Was this helpful?