Summary
Editing your TraceGains account information and creating a new user are similar tasks. We've covered both simple moves in one article for your convenience!
Managing Your TraceGains Account Profile
Quickly update your personal information, including your name, email, phone number, title, address, display language, etc.
Step 1: After logging into TraceGains, you should see a 'Welcome to TraceGains' screen. If you do not see this screen or if you're already logged in, hover over the company name in the top-left corner and select 'Change Site'.
Step 2: Click your initials at far upper-right on the screen and select 'Profile and user settings'.
Step 3: Make the adjustments you need and click Save Changes.
Creating New User Accounts
New employee? Get them in the system! Here's how to create a new user account from TG Enterprise:
Step 1: Hover over the Configuration Icon, at far upper-right, and select User Accounts.
Step 2: Click New.
Step 3: Enter the user's email address and personal information.
Step 4: Select the appropriate Account Role, then toggle Activate Account and Enable Notifications to "On".
Step 5: Click Save.
An email notification will be sent to the user asking them to create a password. Neither your company admins nor TraceGains will have access to this password.
When a System Admin adds a new user to a TraceGains Enterprise site, this does NOT automatically add the user to TraceGains Gather® (as of August 2022). If their new user has or needs access to Marketplace and/or Intelligence, then the SA needs to add the user to the TraceGains Gather® side as well. Read this article to learn how.