---
title: "Retrace Users and Roles"
slug: "users-and-roles-overview"
description: "Learn how to create new users, manage users, establish roles and permissions and how to use the role management screen in this doc."
updated: 2020-12-17T17:30:34Z
published: 2020-12-17T17:30:34Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

## Users

To view and manage users and user’s access, go to the **Settings** tab, click on the **Users** link. In this page, you can **Invite Users** and **Manage** each user.

![Settings_Users(1)](https://cdn.document360.io/3fcaf473-a1ef-4778-aa2c-fd28411c2b01/Images/Documentation/Settings_Users%281%29.png)

### Manage Users

To check and edit on the user information details, click on the **Manage** button. ![Manage.png](https://cdn.document360.io/3fcaf473-a1ef-4778-aa2c-fd28411c2b01/Images/Documentation/Manage.png)

### Invite Users

Click on the **Invite Users** button. ![Invite Users.png](https://cdn.document360.io/3fcaf473-a1ef-4778-aa2c-fd28411c2b01/Images/Documentation/Invite%20Users.png)

The Invite User page consists of 3 sections:

**1. Email Address field:**

The Email Address section is used to enter one or more (comma-delimited) email addresses for the Admin user to invite. ![Invite Users2.png](https://cdn.document360.io/3fcaf473-a1ef-4778-aa2c-fd28411c2b01/Images/Documentation/Invite%20Users2.png)

**2. Notification Group Memberships:** This section allows for the selection of notification groups. You can either choose email or SMS or both to be notified in the event that an alert occurs in Retrace. You have the option to include the invited users to be notified with alerts or errors by turning on or off the status button.

![NGM2](https://cdn.document360.io/3fcaf473-a1ef-4778-aa2c-fd28411c2b01/Images/Documentation/NGM2.png)

The notification groups listed can be managed in **Settings** > **Notification Groups**.

**3. Roles and Permissions:** See more below in [Roles](https://docs.stackify.com/docs/users-and-roles-overview#roles).

### User Invitation Status

There are 4 user invitation statuses:

- **Invitation Sent** - the status when an invitation is first sent to the user, but that user has not signed up yet.
- **Expired** - the status when no action has been taken on an invitation after 72 hours. The "Resend Invitation" button is used to resend an invitation.
- **Signed Up** - the status when the user completes the registration
- **Revoked** - An admin user can revoke a pending invitation to prevent an unintended user from signing up.

### Resending Invitations

This feature has the capability to resend an invitation once it is in the **Expired** or **Revoked** status by clicking the **Resend Invitation** button. Once done, the invitation will revert back the status to **Invitation Sent**.

## Roles

A Retrace account can only have one owner yet it can create multiple users which can be assigned to a specific role. Roles are used to controlling access to your account and data. To view and manage roles, go to the **Settings** tab, click on the **Roles** link.

![roles.png](https://cdn.document360.io/3fcaf473-a1ef-4778-aa2c-fd28411c2b01/Images/Documentation/roles%281%29.png)

In the next page, you can **Add Role** and **Manage** each role. Your account starts out with two default roles of **Account Admin** and **Billing**. Account Admins have full access to everything while Billing users only have access to the billing information.

![add role.png](https://cdn.document360.io/3fcaf473-a1ef-4778-aa2c-fd28411c2b01/Images/Documentation/add%20role%281%29.png)

These default roles are also shown under the Users feature.

![roles_user](https://cdn.document360.io/3fcaf473-a1ef-4778-aa2c-fd28411c2b01/Images/Documentation/roles_user.png)

### Add Role

By default, there are 3 roles: Admin Account, Billing, and Dashboard Admin. Once you clicked the **Add Role** button, you will then be directed to this page wherein you can create a role with properties: Role Name and Description.

![CreateNewRole](https://cdn.document360.io/3fcaf473-a1ef-4778-aa2c-fd28411c2b01/Images/Documentation/CreateNewRole.png)

> Note: Any user that is not assigned to a role will have denied access to all apps and environments by default. To override that, set the permissions in the Role Management table as explained below and then assign the user to that role.

### Role Management Table

Here is a list of apps and environments that you can assign access for each role. Normally, your users will be able to see and modify roles but more advanced and potentially even detrimental permissions are restricted by default.

Here are the following levels of access for each app/environment:

- **Admin** - Users have full access to the data and settings configuration. These include editing alert/notification settings and creating monitors for an app or environment.
- **Read-Only** - Users can view monitor data and dashboard information but cannot edit any settings.
- **Deny** - Users will not see these apps or environment list thus will not have any access.