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Users and permissions

The Users page is where you bring your team into TracsConnect. Owners and Admins use it to invite staff, set their role, link them to their TRACS employee record, restrict shop access when needed, and adjust individual permissions for people whose job sits between two standard roles.

You’ll send invitations from this page, pick the role each new account starts with, and link the new TracsConnect account to its TRACS employee record so reports and time entries tie back together. You can also flip individual permissions on or off when the role isn’t quite right, restrict Managers and lower roles to specific shops, and review the audit log of who changed what.

A role is a preset — it switches on a normal set of permissions for that kind of staff. You can still adjust individual permissions on top of that for any one person. The role saves you from setting up every permission from scratch; the custom switches let you handle the exceptions.

  1. Invite a staff member.
  2. Assign shop access.
  3. Change a user’s role.
  4. What each role can do.
  5. Permission audit basics.