Administer FAQs

TraceLink users can edit their company's profile and add their Partner identifiers to link the Partners to the company's apps and networks. Partners and their locations must already exist as members of the TraceLink Network, and the identifiers entered on the company's Partners tab must match at least one identifier that TraceLink has verified for the Partner. Apps must allow for Links, and the global identifier for the Partner company or location specified in Partner master data should match the identifier specified while adding the company or location.

To begin using any Opus app:

1. If the app allows linking (i.e. a multienterprise app):
   1. Add company locations and their identifiers to your company so that you can link them to the app.
   2. Add Partners and their identifiers to your company in Track & Trace Services Company Administration so that you can link them to the app.
   3. Add Partners and their identifiers to your company so that you can link them to the app.
   4. Add Partner companies, locations, and their identifiers to your company so that you can link them to the app.
   5. Make sure that the internal locations that you want to link to the app or its network are allowed to link to apps.
   6. Make sure that the internal locations that you want to link to the app or its network are allowed to link to apps in Track & Trace Services Company Administration.
2. Add at least one user to the app and assign that user the Application Administrator role.

   In the current release, users can be assigned the Application Administrator role but cannot perform any Application Administrator tasks. Users assigned the Application Administrator role will have access to the role's full functionality in a future release.

3. Configure the app in Track & Trace Services Company Administration to determine whether the app is visible to other companies in Track & Trace Services Community.
4. If the app supports multiple networks, add a least one network to the app, add at least one user to the network, and assign that user the Network Administrator role.

   In the current release, users can be assigned the Network Administrator role but cannot perform any Network Administrator tasks. Users assigned the Network Administrator role will have access to the role's full functionality in a future release.

5. If the app allows linking (i.e. a multienterprise app), in Opus Company Administration:
   1. Link Partners or internal locations.
   2. Your company and the Partner add users to the Link to give them access.

For more information on how to set up applications before they can be used, see the Company Administration Online Help.

For Opus apps: Yes. All configuration for the company (e.g. editing the company's profile, configuring settings at the company level, adding trade partner identifiers, identifiers) must be done within Track & Trace Services Company Administration. No other configuration for the company, apps, Links, or users can be done in Track & Trace Services for Opus apps.

For Track & Trace Services apps: Yes. All configuration for Track & Trace Services apps must be done in Track & Trace Services Company Administration and Management.

An Opus Platform user with the Member - Classic Access role can access all Track & Trace Services (TTS) apps embedded within the Opus Platform at opus.tracelink.com. It is not necessary to switch between multiple URLs to access TTS apps. The TTS apps display in the Opus Platform UI Networks drop-down. After selecting a TTS app, the Team and Process drop-downs are disabled, and an iFrame displays the classic TTS Web UI for the app selected. The classic TTS Web UI screen navigation within the app remains available inside the iFrame, and the TTS help documentation is also still available for each app from the existing TTS Help icons.

To access these new side menu items, the existing Opus Administration solution includes the following new roles, which must be assigned as Administrator roles:

• Classic Administrator – Allows users to access the new Company Administration (Classic) side menu item.

• Classic Manager – Allows users to access the new Management (Classic) side menu item.

Like the Track and Trace and Compliance apps, the existing Opus Master Data solution also has a new Member - Classic Access role that gives users access to the Master Data Exchange (Classic) side menu item described below.

TraceLink apps are extended through solutions, which pull together assets that define how the app looks and functions when users interact with it (i.e. the app's data model, pages workflows, roles, and policies). Solutions available in the Marketplace Catalog can be saved as Company Solutions and configured to meet a company's specific use cases and business needs.

The following Administer events are captured in the Track & Trace Services audit trail:

All other events are captured with the same audit trail entries as the Track & Trace Services Company Administration and Management events.

• Administration, version 2023.1
• Administration, version 2023.2
• Administration, version 2023.3
• Administration, version 2023.4
• Master Data Exchange, version 2023.1
• Master Data Exchange, version 2023.2
• Master Data Exchange, version 2023.3

If you see a success message indicating that your additions or edits were made on the Add or Edit company, Partner, or product master data screens but you do not see the content immediately, the updates will display momentarily. If you are a Track & Trace (TTS) customer, your master data needs to be called back to TTS and brought to the Opus Platform. In this case, there can be a delay displaying the added or edited content in the Opus Platform.

The following administrator roles can be assigned to users:

• System Administrator – Each company must have at least one user assigned the System Administrator role, which allows these administrators to configure company data, add users to the company, and assign roles to these users.
• Application Administrator – Each app has an Application Administrator role. In the current release, users can be assigned the Application Administrator role and the role can be scoped to a list of specific apps and networks. Users assigned the Applications Administrators role will be able to configure the app, establish links with Partners, add users, and assign users roles within the app.
• Classic Administrator – Allows users to access the new Company Administration (Classic) side menu item.
• Classic Manager – Allows users to access the new Management (Classic) side menu item.
• Member - Standard Audit Trail Access – Allows users to access the Audit Trail Events menu item to export audit trail data which, provides visibility into the exact date and time that a particular user made a change, the data that was updated, and where the change occurred (e.g. which application, whether the user touched the UI).

The following master data roles can be assigned to users:

• Full Access – Allows users to administer the Master Data solution that their company owns to edit company information and add and edit company locations, Partner information, Partner locations, and product information using the your company, Partner, and product APIs. This user can enable linking to individual locations and view locations, and import locations with the APIs.
• Member - Expanded UI Access - Allows users to administer the Master Data solution that their company owns to filter and view and export the company information, company locations, Partner information, Partner locations, and product information.
• Member - Classic Access - Allows users to access the Master Data Exchange (Classic) side menu item.

Roles group a set of permissions for specific actions (either in the UI or via API), side menu items, and data within an app. The solution applied to the app or its network determines which roles are available. Administrators assign users to roles when they assign users to an app, its network, or its Links.

Owners assign specific roles to Links, allowing their Partners to assign those roles to the Partner users with access to the Link.

Companies must own Opus Solution Environment (OSE) to add or edit roles. If your company owns OSE and you also have the Solution Designer role assigned, you can add new roles to a Company Solution or edit existing roles by navigating to OSE and selecting Roles in the side menu. See the Opus Solution Environment Help Center for more information. If your company does not own OSE, then contact TraceLink Support for more information.

Administer users can sign up to receive email notifications for the following events.

Notification settings

• Bulk Link to Network – The users will receive a notification in the Notifications panel when the CSV file is ready for download. The users can also receive an email when the CSV file is ready for download.
• Partner Link to Network – The users will receive a notification in the Notifications panel when the CSV file is ready for download. The users can also receive an email when the CSV file is ready for download.

Master Data users can sign up to receive email notifications for the following events.

Notification settings

• Master Data file export completed – The users will receive a notification in the Notifications panel when the CSV file with master data is ready for download. The users can also receive an email when the CSV file with master data is ready for download.
• Master Data migration completed – The users will receive a notification in the Notifications panel when master data is migrated from Track & Trace Services (TTS) to Opus.