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xTrace: User Profile - Assigning a Role to a User

Adding a role to a user is done in order to provide the ability to work in the personal account, order labeling codes, and perform other operations related to labeling.

To add a role to a user in the Participant's Personal Account, go to the "User" section → open the "Roles" subsection → click the "Edit" button.

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To edit users in the organization, the "Administrator" role is required, which is automatically assigned to the first user who successfully completes registration.

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The necessary roles and permissions are selected, determining the available actions for the user in the system. After making changes, they must be saved. To apply the changes, the page must be refreshed or the user must log in again to the personal account, after which the selected functions and sections will be available.

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Available Roles for Participants in the Goods Turnover

Role Title

A brief description of the permissions for the role

Type of user to whom the role is available

Personal account section

Default role

View your organization profile and your user profile, search for CMs by ID and search for products by GTIN
The role is assigned to the user by default at creation

Business user

Profile Search

Administrator

ser role to perform administration functions for their member and users on the system for which they are available:

1. Editing your member profile

2. Participant User Registration

3. Editing a member's users

4. Blocking activated and inactivated users of your member

5. Unlocking member users

6. Adding a TG and editing it before activation

Business user

Member Profile

Observer

A user role with the ability to ONLY view data. Additionally, the data set available to the user is defined:
1. Codes
2. Documents (system transactions, checks, invoices) Business user
Documents Transactions Codes

Business user

Documents Transactions Codes

Product Description Observer

A user role with the ability to ONLY view descriptions of available products.

Business user

Goods

Product description editor

The GCP user role that allows you to create draft product descriptions without the ability to send products for moderation

Business user

Product description publisher

The role of the GSP user to enable:

1. submit items for moderation
2. Add and manage trusted BYGCAs

Business user

Order supervisor

User role that allows ONLY viewing data on available CM orders without JVs (including closed orders)

Business user

Orders

Supervisor of service-provider orders

User role that allows ONLY viewing data on available CM orders from the JV (including closed orders)

Business user

СМ Issuer

User role with the ability to work with CM orders:

1. Registration of KM orders

2. Receiving CM from orders

3. Closing Orders

4. Downloading the label from SI

Issued when paired with the Order Watcher role

Business user

Manager for work with service providers

A user role with the ability to work on CM orders for a service provider:

1. Registration of CM orders with indication of SP

2. View JV orders

3. Closing JV orders

4. Downloading the label from the SI

5. Viewing documents registered by the SP

6. Registration and revocation of powers of attorney with SP

Business user

Document Creator

User role with the ability to register operations with CM and goods in the system. It implies registration and viewing the lists of registered operations.

The document types available to the user are defined by the following authorizations:
1. CM operations (Validation, Application)
2. Aggregation
3. Write-off / Withdrawal from turnover
4. Putting into circulation
5. Aggregated Customs Code(AIC)

Business user

Technical user

Operations

Report Observer

A user role with the ability to view reports. The set of reports available to the user is defined when assigning this role:

1. Dashboard

2. Standard reports (can be itemized) 

Business user

Reports

Observer of accrual and payment registers

User role with the ability to view the accrual register and payment register

Business user

Mutual settlements

Technical user 

User role with the possibility of work of the technical user of the GSP  with CM orders via API

Technical user

none

 

 

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