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 four roles. Two of them you assign yourself:

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.

Two exist but are not assignable from the interface:

Role	What it is
Owner	The account owner. For day-to-day access, Owner and Admin reach the same things — almost every admin-gated area in Traise accepts both interchangeably. The distinction is one of account ownership, not capability.
Super	Traise staff. Used for support and for a small number of settings agencies can’t change themselves, such as data retention. Nobody at your agency has this role.

Tip

Contact Traise support if you need assistance with account ownership transfers.

What Admin unlocks

Admin (and Owner) are required to reach the agency-configuration areas:

• Account settings, locations, and office hours
• Phone numbers and call flows
• Business profile and A2P registration
• Users — adding, editing, deleting, and resetting MFA
• Billing, plans, and payment methods
• Tag and Values administration
• Campaign and drip campaign setup
• Task board configuration
• Contact import

Employees use the day-to-day tools — contacts, messages, calls, calendar, tasks, chat — but the configuration areas above are hidden or read-only for them.

Caution

Admin is not a partial permission set. There’s no “can manage users but not billing” tier — granting Admin grants the entire list above, billing and payment methods included. Assign it deliberately.

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.