This page covers the company-wide settings in ChainTraced: users and their permissions, company information and PDF branding, notifications, and the fields and characteristics your company adds to the platform.
Where: click your name and avatar at the bottom of the side menu. The company pages open as tabs: User Management, Company Settings, Fields, Characteristics, API Keys & Webhooks and, if your company belongs to a group, Company Group. Which tabs you see, and whether you can change anything, depends on your scopes for company settings and user management.
User Management
The tab lists Active Users, an Invite Users form, Pending Invites and Expired invites.
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Invite a colleague. Enter their address under User email, click Select scopes, pick a role or set the scopes by hand, and click Invite. The invitation email is valid for 60 days; expired ones are listed so you can send a new one. What the invitee does next is in Create a user account.
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Change an existing user. Under Active Users, click Select scopes on the user to change their role or scopes, or remove their access entirely.
You can only grant scopes you hold yourself. Each scope group is set to no access, read access, write access or full access; picking a role fills these in for you and you can adjust the result.
|
Role |
Can |
|---|---|
|
Viewer |
View everything, change nothing. |
|
Creator |
Create and modify all resources, but not company information. |
|
Approver |
View most resources, create and modify products and counterparties, and approve transactions. |
|
Admin |
Most features, including managing users and roles. |
|
PCF Approver |
Create and approve everything related to Product Carbon Footprints. |
|
PCF Super User |
PCF Approver plus company settings, users and counterparties. |
|
Owner |
Full access and the right to grant every scope. Assigned automatically to the person who created the company account; otherwise only ChainTraced can grant it, via support@chaintraced.com. |
If you pick no role and set scopes by hand, the user is shown as User.
Company Settings
Company information
|
Setting |
What it does |
|---|---|
|
Change address |
Corrects the company address shown to counterparties and on PDFs. |
|
Change logotype |
Your logo, shown at the top left of every generated PDF. Max 1 MB. Reset logotype goes back to the ChainTraced default. |
|
PDF Stamp |
Image at the bottom right of generated PDFs. PNG, max 4 MB, max 1078 x 1080 px. |
|
PDF Footer/Signature |
Image at the bottom left of generated PDFs. PNG, max 4 MB. |
|
Subscriptions |
Read-only: your active modules. Contact ChainTraced to change them. |
Security and Alerts
|
Setting |
What it does |
|---|---|
|
Multi-Factor Authentication |
Requires every user in the company to set up an authenticator app at their next login. Off by default. Setup from the user's side is in Setting up Multi-Factor Authentication. |
|
Transaction Email Alerts |
The addresses that get a warning when a transaction email bounces or is stopped by a spam filter. With no address listed, nobody is warned. |
Notifications and Reminders
|
Setting |
What it does |
|---|---|
|
Lot Transaction Supplier Notifications & Reminders
|
Set separately for the two transaction types. Notifications email the supplier when you request, update, reject, withdraw or approve; approval emails can be switched off with Do not notify about Approved Lot Transactions / Product Transactions. Reminders go out a set number of days before or after the Delivery date (negative numbers mean after), and optionally every x days once it has passed, while the transaction is still in Requested or Ongoing draft. Emails go to the addresses on the supplier's counterparty and on the transaction. |
|
Generate Public Links for Transactions sent to customers |
Adds a public link to every transaction you submit to a customer. Anyone with the link can view the transaction and download its shared attachments without logging in. For product transactions only Environmental Declarations get a link. |
Other Settings
|
Setting |
What it does |
|---|---|
|
Early Warning |
Transactions whose results trigger an early warning are never auto-approved; they wait in Needs your approval for a manual decision. |
|
Copy Customer Requirements |
When a customer sends you a request, their product number and requirements are copied into your product registry and the product is linked automatically. Off, you link or import the product yourself. |
|
Transaction Custom Email Messages |
A text of your own added towards the bottom of the emails ChainTraced sends to your suppliers and customers. |
|
Production Flow Settings |
Company defaults for the Append Options on a lot's bill of material, separately for One to One (one item in the bill of material) and Many to One (several items), and whether results are linked from the incoming lots. They apply when a product or lot is created and can be changed on each product and lot. See Manufacturing Lots. |
|
Approve connection requests from transaction signups |
Companies that sign up through a transaction email you sent are connected to you automatically. Only recipients of your emails can sign up that way. |
Fields
Custom fields add your own data to product transactions, lot transactions, lots and products. Two steps:
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Click Create new field, give it a name and description, and choose whether it is a multiline text field.
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Click Add field at the top of the list. In Add field to company, search for the field, tick Hide the field when it has no value if it should stay out of PDFs when empty, and click Add field.
In the list of fields enabled on the company, Display on decides where the field appears (Product Transaction, Lot Transaction, Lot, Product), the Lot copy rule decides whether a lot takes the value from its product or from the bill of material, and dragging the rows changes their order. Click Save fields when done.
Characteristics
Characteristics are the properties you measure and set requirements on: mechanical properties, dimensions, chemical elements. ChainTraced provides a global set, marked Global in the list. Click Create new characteristic to add your own with a Title, Description and Type; it is then available when building standards and product requirements in your company. See Set up Product Requirements.
API Keys & Webhooks
Keys for integrating your own systems and the webhook events ChainTraced can send you. See Automation and Interoperability.
Company Group
Shown when your company is part of a group of companies in ChainTraced. It names the group's Controller and Members, and holds the group settings: Counterparty Sharing, where counterparties are kept in sync from the controller, and PCF sharing, where approved and withdrawn Product Carbon Footprints from customers are shared with the other members.
Signing in
Sign in at app.chaintraced.com. Forgot your password? on the login page starts a reset by email. For anything else, write to support@chaintraced.com.
Related
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Counterparty Management: per-counterparty settings such as automatic approval.