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MaxTrax Help

Manage users & roles

This guide covers the core admin flow: adding users to a project and giving each one the right role, which controls what they can do in MaxTrax.

Before you start

Section titled “Before you start”
  • You need the admin role on the project.

Add a user

Section titled “Add a user”
  1. Open the project’s user management area.
  2. Choose to add a user and enter their details (name and sign-in identity).
  3. Assign a role:
    • Inspector — records inspection results and drives the repair workflow.
    • NDT technician — logs film intervals and radiographs.
    • Welder — views the welds assigned to them.
    • Admin — manages users, roles, and project setup.
  4. Save. The user can now sign in and will see the work their role allows.

Change or remove access

Section titled “Change or remove access”
  • Update a user’s role when their responsibilities change — their access changes to match.
  • Remove a user when they leave the project so they no longer have access.

Keep access aligned

Section titled “Keep access aligned”

Roles are how MaxTrax keeps each person’s view focused and the project’s data appropriately scoped. Review roles periodically so access matches who is actually on the job.

Section titled “Related”