Documentation

Getting started

What Traceline is: an enterprise platform to track every asset from purchase to retirement — QR-tagged, audited and reconciled — across sites, teams and companies.

Your first hour

1. Sign in with the link your administrator sent (or your SSO provider).
2. Secure your account — enrol an authenticator under My security.
3. Set up masters — vendors (with GSTIN), catalogue items (with HSN), locations, people.
4. Record what you own — post a purchase invoice (which mints one asset and QR per unit) or import opening balances.
5. Print QR labels and tag your assets.
6. Go mobile — your field team installs the app, sets the server URL, and scans.
7. See the numbers — Reports exports with a provenance stamp.

Administrator guide

Roles & permissions

Six capability-based roles — Owner ⊃ Admin ⊃ Manager ⊃ Agent, with Auditor and Store Incharge beside them. Assign least privilege.

Security

Enrol authenticators; require MFA; review and revoke sessions. Set a platform MFA policy of both for the strongest posture.

Branding & mobile

Set brand colours (applied across console, emails and invoices) and choose which modules appear on mobile.

Enterprise identity

SAML 2.0 (any IdP) with SCIM provisioning, or OIDC (Entra ID, Google Workspace, generic). Self-service on Settings → Single sign-on — see the per-IdP setup guide.

Commercial

Set plan prices per period; create promotions and coupons; use the simulator before publishing.

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