Users & permissions

The Users page is where you add team members, set their roles, and organize them into groups. Only admins can add, edit, or delete other users.

Navigate to Admin → Users (/account/settings/employees).

User roles

Traise has two assignable roles:

Role	What they can do
Admin	Full access to all settings, all clients, and all users. Can add, edit, and delete other users.
Employee	Standard access scoped to their assigned clients, locations, and tasks.

Tip

Owner and Super roles exist in the system but are not assignable through the UI. Contact Traise support if you need assistance with account ownership transfers.

The users grid

Each card shows the user’s avatar, full name, role, email, and phone number. Admins see an Edit button on every card; non-admins can only view.

Adding a user

1. Click Add User. You are taken to the new user form (/account/settings/employees/new).
2. Enter the user’s first name, last name, email address, phone number, extension, and NPN (if applicable).
3. Select a Role (Admin or Employee).
4. Choose one or more Employee Groups from your account’s configured groups.
5. If your account has multiple locations, select which Locations the user belongs to.
6. Click Save to create the account. The user receives an invitation email to set their password.

Editing a user

Click Edit on a user’s card. The edit form is the same as the create form. You can update any field, including role and location assignments.

Caution

Changing a user’s role from Admin to Employee immediately removes their access to admin settings and the ability to edit other users.

Deleting a user

Click the delete option in the user’s edit form. A summary dialog shows all data associated with that user — assigned clients, open tasks, and scheduled campaigns — so you can reassign it before confirming deletion. Only admins can delete users.

Resetting MFA

If a user is locked out of multi-factor authentication, an admin can reset their MFA from the edit form. The user will be prompted to re-enroll on their next login.

Employee groups

Employee groups are defined in your account’s Values configuration and let you organize users by team, department, or specialty. Groups appear in task assignment, campaign targeting, and reporting filters. Select one or more groups per user during create or edit.