Admin

Administrators set up and run a MaxTrax project: they create user accounts, assign roles, and manage the project configuration the rest of the team works within. Project data is tenant-isolated — each project’s users only see that project’s data — so as an admin you:

• Create user accounts and assign roles (for example Reader, NDE Inspector, Weld Associate, Corporate Administrator — see Roles & capabilities).
• Manage project setup so each role sees the right work.
• Keep access aligned with who is on the project.

Create a project

Corporate Administrators can start a new, empty project from Admin → Project lifecycle:

1. Select New project. The button is not shown to other roles, and it is unavailable while you are offline.
2. Enter a Code (3 to 25 letters, digits, hyphens or underscores, for example P-131A; it is capitalized as you type), a Name (3 to 50 characters) and a Description.
3. Select Create project. The project appears in the Active list and in the project picker.

The code must not match any other project’s code, including completed, archived or deactivated projects, in any combination of capitals. If it does, the message appears under Code and the form stays open so you can change it.

A new project starts active, with 2 qualification welds, a fixed welder lot size and every project setting off. Its units of measure are copied from your global settings. Configure the rest afterwards from the project’s settings.

If your organization has more than one active facility, this screen cannot create a project yet; it says so when you select Create project, and nothing is created.

In this section

• Manage users & roles — invite users and assign roles.
• Roles & capabilities — what each role can do — recording inspections, logging NDT, viewing assigned welds, or administering the project — and how roles combine with project scope.
• Welder qualifications settings — configure how welder qualification tracking works on a project.
• Manage welder qualifications (Workforce) — the welder and NDE technician rosters and the qualification drawer.
• Custom fields — extend records with project-specific data points.
• Reference data — browse and search weld types, materials, and inspection/NDE lookups.
• Branding — how tenant branding is applied across the app and on reports.
• Audit log & traceability — the admin activity trail and the audit-log report.
• Audit trail & export briefcase — the tenant-wide record of weld, ISO and inspection events, and the scoped export with its integrity manifest.

Related

• Data & reports — import, reports, and Power BI: the data-management tasks admins typically own.