Administrators: first steps

Your Tracewright installation (our managed service or your own deployment) starts with one administrator account. From there:

1. 1Sign in and secure your accountown password, MFA or passkey
2. 2Sign-in for everyoneSSO with your identity provider
3. 3Users and rolesinvite people, set app roles
4. 4Domain profiles and review flowsmatch your procedures
5. 5Integrations and AIconnect tools, choose models
6. 6Run qualificationfile the evidence

#1. Secure your account

Sign in with the first-administrator details we give you, set your own password and turn on multi-factor sign-in or a passkey.

#2. Sign-in for everyone

Under Settings → Sign-in, connect your identity provider (single sign-on) so people use their work accounts. Settings apply within seconds, without a redeploy, and every change is in the history.

#3. Users and roles

Users lists people, their app role, sub-roles (such as IT Admin), sign-in method and status. Roles shows what each role may do, capability by capability; create custom roles where your procedures need them. Project duties are set per project on its Team tab.

#4. Domain profiles and review flows

• Domain profiles hold an industry's vocabulary: standards, classifications, life-cycle phases, record kinds and intake fields. Use a built-in profile or copy one for your organisation.
• Review flows set the steps a record goes through. Copy a built-in flow to make your own. Every change is a new version.

#5. Validation

Administration → Validation → Run qualification runs the automated checks and produces the validation evidence (IQ/OQ/PQ) for Tracewright itself. Expect no failures; file the run with your deployment record. Run it after every update and monthly.

#Duties to repeat