Create a workspace

A workspace is your company’s space in BuildTrace. Everything you create, such as parts, stock, build orders and units, belongs to one workspace.

Register

1. Open /register in the BuildTrace app.
2. Fill in the form: your workspace name (the form calls it Organization name), your name, your work email and a password. The password must be at least 8 characters.
3. Select Create workspace.

BuildTrace signs you in and opens the workspace. If the email already has an account, the form tells you to sign in instead.

You become the first administrator of the workspace, with the ADMIN role.

Invite your teammates

You invite teammates by email, and you give each one a role. Open Settings, then Users / Invites, and select Invite user. Enter their email, choose a role and send the invite. They get an email with a link to join.

The roles, from most to least access:

Role	What it is for
ADMIN	Owns the workspace and its members.
MANAGER	Plans and runs production. Can invite teammates.
ENGINEER	Defines products: parts, revisions, BOMs and change orders.
OPERATOR	Works the floor: receives stock and produces units.
VIEWER	Read-only.

You can only give a role at or below your own. Pick the lowest role that lets the person do their job. The default in the invite form is VIEWER.

From Settings you can resend an invite that has not been accepted, or revoke it.

Next

Add a product and its parts list.