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| ==User Level in Staff Accounts==
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| Every Staff account in TracCloud is assigned a User Level, <b>SysAdmin</b>, <b>Profile Admin</b>, or <b>Staff</b>. These levels impose restrictions on the selected account that go beyond what you can control with just a [[TracCloudGuideProfileGroups|permission group]]. This Newsletter goes over the exact differences between these levels.
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| <b><big>Unique to SysAdmin Accounts</big></b>
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| SysAdmin accounts provide the highest level of access in your Trac System, that includes potentially sensitive data, utilities to modify data in bulk, and the ability to edit technical aspects of your TracCloud instance. Here are the options that <i>only</i> System Administrators can access.
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| | | style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Progress Report & Visit Info by Subject''' <HR> |
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| | | style="vertical-align:top; font-size:120%; " | <BR />The Progress Report & Visit Info by Subject allows for a quick overview of the progress reports with visit info for each student. The listing displays in alphabetical order of the subject, the student name, the number of visits, and the hours. The report may be generated for an individual student, instructor, course or grade. |
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| * <b>Global Preferences</b> - Everything from [[TracCloudGuideGlobalSystem|system theme]], to [[TracCloudGuideGlobalCustom|custom fields]], to [[TracCloudTechSSO|SSO integration settings]] and more. This entire menu can only be accessed by SysAdmins.
| | '''GENERATE THE REPORT''' |
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| * <b>[[TracCloudGuideGlobalAnnouncements|Announcements]]</b>
| | To generate the Progress Report & Visit Info by Subject, click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select Registrations from the pull down list of available categories. After selecting Registrations, choose Progress Report & Visit Info by Subject. Then enter a date range for the time period that you would like to review in the report. Then click on the Generate Report button. |
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| * <b>[[TracCloudTechExport#2._SFTP_Export|Visits/Appointments SFTP Export]]</b> & <b>[[TracCloudTechExport#5._Starfish_Export|Starfish Export]]</b>
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| * <b>[[TracCloudGuideListingsSavedSearches|Saved Searches]]</b> - Specifically the menu to manage or delete Saved Searches, other User Levels can still save and access their personal Saved Searches.
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| * <b>All utilities for merging, deleting, or modifying data in bulk</b> - The ability to merge, delete, or modify individual records is determined by Permission Group.
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| * <b>Profile-specific Group Entry</b> - SysAdmins can open Permission Groups within a specific Profile, to access only that Profile's Center choices.
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| * <b>The ability to Create [[TracCloudGuideGlobalLists|Student Lists]]</b>
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| * <b>The ability to edit locked Visits</b> - In other words, SysAdmins can override the 'Lock visits older than' setting in your Profile.
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| * <b>[[TracCloudSAGE|SAGE referral types]]</b> - Specifically the ability to modify Referral Types and Emails, other users can still submit Referrals for Students (assuming their Group allows it).
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| * <b>[[TracCloudQ2|Q2 Table Management]]</b> - Settings for Q2 Tables, other users can access the Tables themselves (if their Group allows it).
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| * <b>The ability to delete [[TracCloudGuideProfileReasons|Reasons]]</b> - Other users can still deactivate or modify Reasons, just not delete.
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| * <b>The ability to edit [[TracCloudReports|Favorite Reports]] of other users</b>
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| | | style="width:50%; text-align:left;" | [[Reports:Progress Report Listing by Subj|← Previous Page]] |
| | | style="width:50%; text-align:right;" | [[Reports:Progress Report Detail by Stud|Next Page →]] |
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| * <b>Lookup Values</b>
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| * <b>Audit Logs</b>
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| * <b>Access to [[TracCloudChangelog|TracCloud Changelog]]</b>
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| And of course, some of the more obvious ones...
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| | | [[Category:Trac 4]] |
| * <b>The ability to edit “Lock to SysAdmin” [[TracCloudGuideBasicsCourses|Course Lists]]</b>
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| * <b>The ability to set other users as SysAdmin</b>
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| * <b>'[[TracCloudNewsLoginAs|Log In As...[any account in TracCloud]' Utility]]</b>
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| <hr>
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| <b><big>Profile Admin level or higher</big></b>
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| Profile Admins still have access to many important settings and functions in TracCloud, and will be the ideal level for most of your "admin" accounts. Options like Profile Preferences and Group Management are still available, but potentially dangerous or sensitive utilities are hidden. Here are the options that only Profile Admins and SysAdmins can access.
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| * <b>The entire [[TracCloudGuideProfileGeneral|Profiles]] menu</b> - Including [[TracCloudGuideProfileCenters|Centers]], [[TracCloudGuideProfileReasons|Reasons]], [[TracCloudGuideProfilePrefsLogInOut|Prefs]], etc.
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| * <b>The entire [[TracCloudGuideProfileGroups|Groups]] menu</b>
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| * <b>The ability to create or modify ‘All centers’ or ‘All staff’ [[TracCloudGuideBasicsSchedule|schedule reserve blocks]]</b>
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| * <b>The ability to modify a staff member’s user level</b> - I.e., 'Staff' level accounts can only create other 'Staff' level accounts, Profile Admins can create Profile Admins or Staff.
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| * <b>[[TracCloudGuideBasicsPayroll|Work Types Listing]]</b> - And by extension, the ability to modify Work Types.
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| * <b>The ability to modify the assigned Group and Centers of [[TracCloudGuideProfileStaff|other staff]].</b> <i>Group</i> is filtered to only groups assigned to the same profile of the current user's primary center.
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| * <b>The ability to create [[TracCloudGuideListingsStudents|Student]] records manually</b><br><br>
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| And a few Reports:
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| * <b>The entire [[TracCloudReportsSecurity01|Security category]]</b>
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| * <b>The entire [[TracCloudReportsPayroll01|Payroll category]]</b>
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| * <b>[[TracCloudReportsManagement11|Students Visits Cleanup Data]]</b>
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| * <b>[[TracCloudReportsManagement14|Visits by Faculty and Subject]]</b>
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| * <b>[[TracCloudReportsManagement15|Visits by Advisor and Subject]]</b>
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| <hr>
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| All other permissions for Staff-level accounts are determined by [[TracCloudGuideProfileGroups|permission group]].
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| |}
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| [[Category:TracCloud]] | |
