1. Why inviting users is important
Your customer wants to know where their product's materials come from, tier by tier, and for each order they need documents for every step back to raw material. They use this to catch compliance risks early and to answer regulators, auditors and their own customers. Much of that information sits with your colleagues and with your own suppliers, not with one person at your company. Inviting users lets the people who have the information work on it in Retraced themselves, so you no longer collect every detail and document by email and enter it on everyone's behalf.
2. How users related to your company profile
A company's users are the people who can log in and work for that company in Retraced. Your colleagues work with you on your own Company Profile, and every change is recorded with who made it and where it came from. Your upstream suppliers have company profiles too: if you created a profile for a supplier that isn't in Retraced yet, it has no users. Until you invite someone from that company, nobody there can log in, be notified of your orders or be invited to collaborate on a supply chain map.
3. How to do it
Invite a colleague. Click your company name in the top-right corner, then click Company settings.
The Users tab lists everyone at your company who already has access, with their permission set, status and last login. Click Invite user, enter your colleague's first name, last name and email, and click Send invite. The invited user will receive a welcome email delivered to their inbox and can login right away.
Invite a user to your supplier's profile. Your supplier needs to be in your network first. If they aren't yet, add them, or create a profile for them if they're not in Retraced.
Then open Network in the left sidebar and click the supplier's name to open their company profile. Go to the Users tab. Click Invite user, enter the name and email of your contact at the supplier, and click Send invite. Invite the person who will do the work on their side, for example whoever handles their orders or supplier information.
Invited users become an active once they have logged in and accepted the terms of use. In the Network table, the User Status column shows how many of a company's invited users are active: 34/35 means 34 of 35 invited users are active. Use it to check whether the supplier users you invited have logged in.
Is the email address already used for another Retraced account, or should one person work on several company profiles? Contact [email protected].
4. Where your information is used
Once invited, each user works for their own company in Retraced:
Your colleagues work on your Company Profile with you.
In supply chain mapping, only companies with active users can be invited to collaborate. Once your supplier's user is active, you can invite them to your customer's map. They open the request, accept it and map their own tier directly.
In order tracing, each purchase order you place arrives in your supplier's Sales Orders tab. With a user in Retraced, they are notified and add the orders they placed with their own suppliers, until each branch reaches raw material. They only see the order you placed with them, not your customer's full chain.
This benefits your customer, who sees your supply chain beyond their direct relationship with you. It benefits you too: you get the same visibility into your own supply chain, you don't need to collect every upstream document yourself, and the work of keeping maps and traces current is shared across your network instead of sitting entirely on you.
5. Keep it up to date
Keep your users current, so your customers' requests and your orders reach someone who can act on them. When a colleague leaves or your contact at a supplier changes, invite the person who takes over. The User Status column in your Network shows whether the users you invited have logged in.
Users can't be deactivated, only deleted, and you can't delete other users from the Users tab. Each user deletes their own account, or the Retraced support team does it at [email protected].
Delete your own account. If you leave your company or are no longer responsible for Retraced tasks, delete your account yourself. Before you do, invite the colleague who takes over your tasks, so your customers' requests keep reaching your company.
Click your company name in the top-right corner, then click User profile.
Open the Settings tab and scroll down to Delete your account.
Click Delete account.
Deleting your account can't be undone. If you need copies of your data, contact [email protected] for an export before you delete it.
6. What to do next
Both next steps start when your customer sends you a mapping request or an order to trace:
Invite your supplier to collaborate on your customer's supply chain map, so they map their own tier
Add the orders you placed with your supplier to your customer's trace, so they can trace their own tier back to raw material
