Company · Users & projects
Manage user roles
Every user in your company has a role that defines what they can do on Soren: place orders, validate them, manage billing, or simply view.
Soren offers four user roles, from the most complete to the most restricted. Give each person the role that best fits their needs to keep your orders and data well controlled.
The four roles
- Admin: full access, no restrictions. Manages orders, users, billing, sites, references and settings.
- Manager: access to operational and steering features. Creates and tracks orders, manages sites and users, but cannot lock or edit billing.
- Operative: the most restricted role. Views the orders for their sites, takes part in events (surveys, reports) and adds files.
- Compagnon: enhanced view-only access. Views orders and sites, adds attachments and follows events.
Assign or change a role
- 1From app.tracktor.fr, open your company Settings.
- 2Click the Users tab.
- 3Select the user, or click Invite a user to add a new one.
- 4In the Role field, choose Admin, Manager, Operative or Compagnon.
- 5Click Save to apply the role.
Always assign the role that best matches the user's real needs: keep the Admin role for the people who manage billing and settings.
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