Account setup and company settings | support.chaintraced.com

User Management

Invite your colleagues to your ChainTraced account & adjust active user permissions.

Click on your company name in the top left corner of the screen, then click on “User Management”.

Active Users

You cannot give permissions (scopes) you do not have yourself.

Under “Active Users” you can view current users and adjust their scopes by clicking “Select scopes”.

From there, adjust scopes manually by selecting between “no access”, “read access”, “write access” and “full access” on the different scope groups, and/or use the dropdowns and checkboxes. You can also choose between and/or adjust the roles as above.

Company Admins can also remove a specific user’s access completely.

Invite Users

You cannot give permissions (scopes) you do not have yourself.

Under the “Invite Users” tab, you can invite your colleagues. Start by typing their e-mail address and then set the desired scopes by clicking “Select scopes”.

From there, choose the desired role. Once a role is selected you can see the scopes they will be granted, if you so please you can expand on the scopes in a selected role by manually selecting between “no access”, “read access”, “write access” and “full access” on the different scope groups, and/or use the dropdowns and checkboxes.

Owner Role: is a specific scope that can only be given by ChainTraced to an already existing person in your company account. The Owner has full access and has permissions to give all available scopes. Contact support@chaintraced.com. The creator of the Company in ChainTraced is automatically assigned the Owner Role scope.

Viewer/Creator/Approver/Admin: the current selection of roles that can be chosen upon inviting. Remember, you cannot give permissions (scopes) you do not have.

User: if you do not select a role when inviting but rather manually choose scopes.

After selecting the appropriate scopes, click the “invite” button. Once invited, you will see the persons e-mail under “Pending Invites”, and they will receive an e-mail from hello@chaintraced.com to create an account.

Log in

To log in to your account, go to app.chaintraced.com.

A demonstration account might also be provided, which can be logged into at demo.chaintraced.com.

Reset Password

To reset your password, click on the “Forgot your password?” button on the log-in page.

Support

For technical support, reach out to support@chaintraced.com.

Company Settings

To set Company Settings, you must have an Owner role

Security and Alerts

Multi-Factor Authentication

Within the Security and Alerts tab , enable/ disable MFA (Multi-Factor Authentication). MFA is disabled as default. If MFA is enabled, all users will be required to authenticate themselves using either one of authenticator tool, such as Microsoft Authenticator, Google Authenticator, Bitwarden on their next login.

Certificate Email Alerts

If certificate does not arrive to recipient for the stated reasons, the e-mail address(es) added here will immediately receive an e-mail stating that certificate has not arrived.

Notifications and Reminders

Supplier Notifications & Reminders (Certificates & PPAP)

Notifications/Reminders are sent to all email addresses listed on the Certificate/Part Approval (Contact & Additional recipients).
E-mail address(es) where you want the notifications/reminders to be delivered, are to be added under the Suppliers “Counterparty”: in the “E-mails” field (Section 5.1 point 7).
For Reminders, Delivery Date must be added.

Notifications: enable if you want Supplier to get an e-mail when you send them a Request, Reject, Withdraw and Approve (Approve can be disabled).

Reminders: enable if you want your supplier to get a reminder “x” days before Delivery Date (negative numbers refers to days after delivery date) and/or a reminder every “x” day(s) after delivery date has passed. Delivery date must be added.

Other Settings

Early Warning (subscription option)

If this feature is enabled, Certificates that are showing results which are close to being out of specification, will not be automatically approved. Instead, they will end up in status “Needs your Approval” and will need to be manually approved.

Copy Customer Requirements

Enabling this setting, your customers product numbers and the possibly linked requirements are imported automatically into your product registry. This happens each time you receive a request from your Customer in Outbound.

Certificate Custom Message

This is a message that will show up towards the bottom of ALL e-mails sent to either Suppliers or Customer (see submit with e-mail and customer).

Production Flow Settings

Set company-level defaults for which data to Append to manufacturing lots for One to One (one item in the BOM) and Many to One (two or more items in the BOM) scenarios. Also, if you want to Link test results and substances from the BOM.

These settings are then used as default when you create a Product with a BOM, or when you create a Lot for a product without a pre-defined BOM. However, they can be modified when creating specific Products and Lots, manually or via API.

More information can be found here Product Quality Assurance

We recommend contacting support@chaintraced.com for set-up.

Accept connection requests from Counterparty signups

Enable this setting to automatically approve connection requests from Counterparties that sign up through Inbound and Outbound Record emails sent from your company. Only recipients of the emails will be allowed to sign up.

Custom Fields & Custom Characteristics

You can create your own characteristics to be used in standards and on products. These are referred to as Custom Characteristics. They will only appear in your company.

These custom characteristics help you to capture and manage additional information not covered by standard attributes within the platform. They help track and document specific quality parameters, ensuring compliance with internal standards or regulatory requirements

The custom characteristics that you create for your company will then be visible in your characteristics List to be used wherever applicable.

In a similar manner, you can create Custom Fields that can be applied to Part Approval, Lot Approval (certificate), Lots or Product forms.

Create Custom Characteristics

From the company menu, go to Custom Characteristics and click Create new characteristic.
Name the new characteristic and fill in a description, unit and select the Type. For more information regarding characteristic types, see Product Quality Assurance
Save the characteristic.

It will now be visible in the list and available in the characteristics drop-down.

Create Custom Fields

From the company menu, go to Custom Fields.
Scroll down and click Create new field.
Enter a name and description and select if the field should be a Multiline field.
Once the field is created, it must be added to the Company above the list.
Select the field in the drop-down (it might be necessary to update the page or go to another menu selection and back again before the new field if visible).
Tick the boxes to decide where the field shall be available.
Click Add field to Company.