3Trax Help

People and roles

Invite people to Orbit and choose what they can do.

ForOwnerAdmin

Roles

RoleWhat it can do
OwnerFull control, including the organisation and its add-ons
AdminEverything except the organisation's owner-only settings
ManagerOperate the groups assigned to them
Other usersView the groups assigned to them

Invite a person

  1. Under Members, Nodes & Roles, click Add, then Person.
  2. Enter their Full name and Email, choose a Role, and use Assign to groups to set what they can see.
  3. Click Create user.

“Invite sent” means they have an email with a link that lasts 7 days. If you see “User created — invite not sent”, the email didn't go out, so check the address.

To change someone later, open Edit user. You can Reset password there, then Save changes.

A guest link lets someone outside your organisation watch one node for a limited time, without signing in.

  1. Click Add, then Guest link.
  2. Under Share which node?, choose the node. You can add a Recipient label to remember who it's for.
  3. Under Link expires after, choose how long it lasts.
  4. Click Generate link and send it.

The Guests tab lists your links and marks them “Revoked” or “Expired”. To end a link early, revoke it there.

On this page