Team Management
Add, edit, deactivate and reactivate the users who access your Trabalance account.
Navigate to: Settings → Team → Team
The Team page lists every user in this business, split into Active and Inactive tabs, with search by name or email. Adding users, editing their access, and deactivating or reactivating them all happen here.
Adding a New User
Click Add New User. Several users can be added in one batch — they all receive the same role, permissions and centers.
| Field | Details |
|---|---|
| Full Name | Required. |
| Required. Used for login — must be unique. | |
| Role | Either a system role — Administrator, Supervisor, Staff — or one of your custom roles. |
| Modules & Permissions | For system roles other than Administrator: tick the modules, then per feature choose Create, Read, Update, Delete, Approve. A custom role brings its own permissions and this tab shows them read-only. |
| Access Scope per feature | Own Records Only / Department Records / All Records. |
| Center Access | Tick the centers this user may see, or Select All Centers. Administrators get all centers automatically. |
Administrator auto-selects all modules and all centers — no manual configuration required. Supervisor and Staff receive exactly the modules, permissions and centers you tick. A user with no centers ticked cannot see center-specific data; an empty center list never means "everywhere".
The User List
| Column | Details |
|---|---|
| Name | With a lock icon on the Super Administrator — the account that registered the business. |
| The login address. | |
| Role | The system role, or the custom role name with a Custom badge. |
| Centers | All Centers, a count of centers, or No centers. |
| Date registered | When the user was added. |
| Status | Active or Inactive. |
| Actions | View Details, Edit User and Deactivate User on active rows; Activate on inactive rows. |
Clicking a row opens the user's details panel with the same Edit / Deactivate / Activate actions.
Deactivating and Reactivating
| Action | What It Does |
|---|---|
| Deactivate | Sets status to Inactive after a confirmation. The user can no longer access this business; their access to any other company they belong to is unaffected. All records and history are preserved. |
| Activate | Restores an inactive user with the same role, permissions and centers. |
The account that registered the business is marked Protected Account. It cannot be edited or deactivated from the Team page.