TracCloud: Permission Groups - Revision history

Redrock at 23:16, 17 June 2026

2026-06-17T23:16:31Z

Show changes

Redrock at 22:18, 17 June 2026

2026-06-17T22:18:35Z

Show changes

Redrock at 21:58, 17 June 2026

2026-06-17T21:58:06Z

Show changes

Redrock at 16:57, 17 June 2026

2026-06-17T16:57:23Z

← Older revision		Revision as of 16:57, 17 June 2026
Line 1:		Line 1:
			<div class="categoryDynamic">
	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
	~~<div class="tcWidgetPage">~~
	~~<div class="categoryDynamic">~~
	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
	</div>		</div>
Line 387:		Line 386:

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	~~</div>~~

Redrock at 20:51, 12 June 2026

2026-06-12T20:51:18Z

← Older revision		Revision as of 20:51, 12 June 2026
Line 140:		Line 140:

	* <b>View/Edit Student using form [Standard/Brief]</b>		* <b>View/Edit Student using form [Standard/Brief]</b>
	::This option affects what fields are visible in the ~~<i>~~General > Info~~</i>~~ tab of student profiles. "Standard" allows these staff members view student profiles as usual, with access to every field (based on [[TracCloudGuideGlobalStudentFields\|global preferences]] and the options below). ~~While “Brief”~~ limits access to only a handful of fields, as seen in the comparison below.		::This option affects what fields are visible in the General ➜ Info tab of student profiles. "Standard" allows these staff members view student profiles as usual with access to every field (based on [[TracCloudGuideGlobalStudentFields\|global preferences]] and the options below). "Brief" limits access to only a handful of fields, as seen in the comparison below.
	::[[File:43j46k578l667.png\|600px]]<br><br>		::[[File:43j46k578l667.png\|600px]]<br><br>

Redrock at 22:21, 11 June 2026

2026-06-11T22:21:44Z

← Older revision		Revision as of 22:21, 11 June 2026
Line 6:		Line 6:
	<div class="pageTitle">Groups</div>		<div class="pageTitle">Groups</div>

	Permission groups determine what kind of access your staff have to various elements of TracCloud. Each group represents a set of permissions. Do you want this group to access the [[TracCloud:_Schedule_Management\|schedule]]? Which [[TracCloudGuideProfileCenters\|centers]]? Can they create students? Can they manage [[TracCloudGuideBasicsResources\|resources]]? These options and many more are available to modify in your permission groups.~~<br><br>~~		Permission groups determine what kind of access your staff have to various elements of TracCloud. Each group represents a set of permissions or a role. Do you want this group to access the [[TracCloud:_Schedule_Management\|schedule]]? Which [[TracCloudGuideProfileCenters\|centers]]? Can they create students? Can they manage [[TracCloudGuideBasicsResources\|resources]]? These options and many more are available to modify in your permission groups.

	From a profile perspective, this tab displays the groups assigned to the profile, allowing you to manage your staff permissions to ensure they only have the information they need, and nothing more. Groups can also be managed from their own dedicated list by going to ~~<i>~~Other > Other Options > Groups~~</i>~~.		From a profile perspective, this tab displays the groups assigned to the profile, allowing you to manage your staff permissions to ensure they only have the information they need, and nothing more. Groups can also be managed from their own dedicated list by going to Other ➜ Other Options ➜ Groups.
	<br>		<br>
	[[File:Oinwouig3ng2482y5.png\|800px]]		[[File:Oinwouig3ng2482y5.png\|800px]]

Redrock at 15:46, 1 June 2026

2026-06-01T15:46:13Z

← Older revision		Revision as of 15:46, 1 June 2026
Line 335:		Line 335:
	* <b>[Prevent user from] Viewing Scheduler widget</b>		* <b>[Prevent user from] Viewing Scheduler widget</b>
	::If checked, these users will not be able to access [[TracCloud:_Search_Availability_Options\|search availability widgets]].<br><br>		::If checked, these users will not be able to access [[TracCloud:_Search_Availability_Options\|search availability widgets]].<br><br>

			* <b>[Prevent user from] Deleting Any Appointment</b>
			::If checked, these users will be unable to delete appointments on the staff schedule.<br><br>

	* <b>[Prevent user from] Creating Online/Phone/Asynchronous Availabilities</b>		* <b>[Prevent user from] Creating Online/Phone/Asynchronous Availabilities</b>

Redrock at 23:21, 12 May 2026

2026-05-12T23:21:56Z

← Older revision		Revision as of 23:21, 12 May 2026
Line 170:		Line 170:
	::This allows you to restrict the students viewable by staff in this group to only students on a specific [[TracCloudGuideGlobalLists\|student list]]. If a list is chosen, an addition option will be made available: <b>Additionally Limit student listing only linked consultant</b>. If that option is checked, then the consultants in this profile will further only be able to view students linked to them via [[TracCloud:_General_Profile_Options\|'Linked Staff to Student.']]<br><br>		::This allows you to restrict the students viewable by staff in this group to only students on a specific [[TracCloudGuideGlobalLists\|student list]]. If a list is chosen, an addition option will be made available: <b>Additionally Limit student listing only linked consultant</b>. If that option is checked, then the consultants in this profile will further only be able to view students linked to them via [[TracCloud:_General_Profile_Options\|'Linked Staff to Student.']]<br><br>

	<i>~~Visit Access Preferences~~</i>		[[File:233865.png\|800px]]<br><br>

	* <b>Allow user to view student visit satisfaction</b> & <b>Allow user to view consultant visit satisfaction</b>		* <b>Allow user to view student visit satisfaction</b> & <b>Allow user to view consultant visit satisfaction</b>
	::If visit satisfaction questions are enabled in your [[TracCloudGuideProfilePrefsLogInOut\|profile's log in/out preferences]], these options allow you to control which groups can access the responses that were recorded. <i>View and Edit</i> allows this group to change the satisfaction rating for visits, while <i>View</i> only allows them to access what was previously saved. <i>No Access</i> hides these fields entirely in visit records. The visit satisfaction question will still appear during logout if <i>View/No Access</i> is selected, these options only affect concluded visit records.<br><br>		::If visit satisfaction questions are enabled in your [[TracCloudGuideProfilePrefsLogInOut\|profile's log in/out preferences]], these options allow you to control which groups can access the responses that were recorded. <i>View and Edit</i> allows this group to change the satisfaction rating for visits, while <i>View</i> only allows them to access what was previously saved. <i>No Access</i> hides these fields entirely in visit records. The visit satisfaction question will still appear during logout if <i>View/No Access</i> is selected, these options only affect concluded visit records.<br><br>
Line 179:		Line 180:
	* <b>Prevent log in/out from KIOSK and Log Listing</b>		* <b>Prevent log in/out from KIOSK and Log Listing</b>
	::If checked, these staff members will not be able to log students in/out on the [[TracCloudGuideBasicsVisits\|Kiosk or Log Listing]] pages.<br><br>		::If checked, these staff members will not be able to log students in/out on the [[TracCloudGuideBasicsVisits\|Kiosk or Log Listing]] pages.<br><br>

			* <b>Hide Custom KIOSK unless user is linked consultant (or none)</b>
			::If checked, consultants in this group will be prevented from opening [[TracCloud:_Log_Listing_Message,_KIOSK_Notices,_and_Custom_KIOSKs\|custom kiosks]] linked to other consultants.<br><br>

	* <b>Allow user to save changes to visit records (and which visits)</b>		* <b>Allow user to save changes to visit records (and which visits)</b>

Redrock at 19:26, 7 May 2026

2026-05-07T19:26:17Z

← Older revision		Revision as of 19:26, 7 May 2026
Line 334:		Line 334:
	* <b>[Prevent user from] Creating Online/Phone/Asynchronous Availabilities</b>		* <b>[Prevent user from] Creating Online/Phone/Asynchronous Availabilities</b>
	::By checking any of these boxes, users in this group will no longer be allowed to create availabilities of that modality. In-person is always allowed.<br><br>		::By checking any of these boxes, users in this group will no longer be allowed to create availabilities of that modality. In-person is always allowed.<br><br>

			* <b>[Prevent user from] Using Asynchronous Messages</b>
			::If checked, consultants in this group will no longer have the 'Messages' tab on their [[TracCloud:_Schedule_Management\|asynchronous]] appointments. Students will also not be able to access the messages tab of their appointment if their consultant is in a group with this box checked.<br><br>

	* <b>[Prevent user from] Viewing Attendance menu</b>		* <b>[Prevent user from] Viewing Attendance menu</b>

Redrock at 15:18, 7 May 2026

2026-05-07T15:18:19Z

← Older revision		Revision as of 15:18, 7 May 2026
Line 335:		Line 335:
	::By checking any of these boxes, users in this group will no longer be allowed to create availabilities of that modality. In-person is always allowed.<br><br>		::By checking any of these boxes, users in this group will no longer be allowed to create availabilities of that modality. In-person is always allowed.<br><br>

	* <b>Prevent ~~User~~ from Viewing Attendance menu</b>		* <b>[Prevent user from] Viewing Attendance menu</b>
	::If checked, these users will not be able to access the "Attendance" menu in the navigation bar, including utilities such as kiosks, log listings, batch visits, etc.<br><br>		::If checked, these users will not be able to access the "Attendance" menu in the navigation bar, including utilities such as kiosks, log listings, batch visits, etc.<br><br>

	* <b>Prevent ~~User~~ from Creating Staff Records</b>		* <b>[Prevent user from] Creating Staff Records</b>
	::If checked, these staff members will not be able to create additional staff accounts.<br><br>		::If checked, these staff members will not be able to create additional staff accounts.<br><br>

	* <b>Prevent ~~User~~ from Editing Staff/Student Passwords</b>		* <b>[Prevent user from] Editing Staff/Student Passwords</b>
	::If checked, these users will not be allowed to set new passwords for students/staff.<br><br>		::If checked, these users will not be allowed to set new passwords for students/staff.<br><br>

Line 347:		Line 347:
	::If checked, these users will be unable to view the grade field in [[TracCloudGuideListingsRegistrations\|registration records]].<br><br>		::If checked, these users will be unable to view the grade field in [[TracCloudGuideListingsRegistrations\|registration records]].<br><br>

	* <b>Disable Notifications</b>		* <b>[Disable] Notifications</b>
	::By default, staff will receive notifications about visits, appointments, [[TracCloudGuideGlobalTasks\|tasks]], [[TracCloudGuideListingsApptRequest\|outstanding appointment requests]], and more in a bell icon in their navigation bar. This box can be checked to disable this feature for staff in this group.		::By default, staff will receive notifications about visits, appointments, [[TracCloudGuideGlobalTasks\|tasks]], [[TracCloudGuideListingsApptRequest\|outstanding appointment requests]], and more in a bell icon in their navigation bar. This box can be checked to disable this feature for staff in this group.
	::[[File:9140618.png\|400px]]<br><br>		::[[File:9140618.png\|400px]]<br><br>

	* <b>Disable Student Timeline Emails Option/Extra Details/Appt Searches</b>		* <b>[Disable] Student Timeline Emails Option/Extra Details/Appt Searches</b>
	::If this group has access to student records, the student timeline can display email history, extra details (canceled/missed appointments, exact login/out times), and appointment searches. These options can be checked to block access to those details.<br><br>		::If this group has access to student records, the student timeline can display email history, extra details (canceled/missed appointments, exact login/out times), and appointment searches. These options can be checked to block access to those details.<br><br>