TracCloud: Permission Groups - Revision history

Redrock at 19:26, 7 May 2026

2026-05-07T19:26:17Z

← Older revision		Revision as of 19:26, 7 May 2026
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	* <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
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	::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>

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	::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>

Redrock at 15:17, 7 May 2026

2026-05-07T15:17:00Z

← Older revision		Revision as of 15:17, 7 May 2026
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	[[File:5197122.png\|800px]]		[[File:5197122.png\|800px]]
	<br><br>		<br><br>
	* <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] 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>

	* <b>Prevent User from Viewing Attendance menu</b>		* <b>Prevent User from Viewing Attendance menu</b>

Redrock at 18:33, 17 April 2026

2026-04-17T18:33:43Z

← Older revision		Revision as of 18:33, 17 April 2026
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	::<span style="color:#3f3ffc">{{#fas:clipboard-list}} Default View</span> - will be the default when these staff members open the listing, but they can still switch to other views (or standard).		::<span style="color:#3f3ffc">{{#fas:clipboard-list}} Default View</span> - will be the default when these staff members open the listing, but they can still switch to other views (or standard).
	::<span style="color:Red">{{#fas:minimize}} Only this View</span> will be the only view this group can see for the related listing, they will not be allowed to switch to other views.<br><br>		::<span style="color:Red">{{#fas:minimize}} Only this View</span> will be the only view this group can see for the related listing, they will not be allowed to switch to other views.<br><br>

			* <b>Limit users to certain custom fields</b>
			::By default, staff can access all [[TracCloud:_Custom_Fields\|custom fields]] for the records they have access to. E.g., if they have access to view and edit appointments, they can view and edit appointment custom fields. By checking this box, you can pick and choose which custom fields they can access and individually provide <i>view</i> or <i>view and edit</i> permissions.<br><br>

	* <b>Custom Searches</b>		* <b>Custom Searches</b>

Redrock at 22:40, 15 April 2026

2026-04-15T22:40:37Z

Redrock at 18:36, 7 April 2026

2026-04-07T18:36:52Z

← Older revision		Revision as of 18:36, 7 April 2026
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	<hr>		<hr>
	<!-------------------------------------- Center Access-------------------------------------->		<!-------------------------------------- Center Access-------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Center Access~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Center Access</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:4777554.png\|800px]]		[[File:4777554.png\|800px]]
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	<hr>		<hr>
	<!-------------------------------------- User List -------------------------------------->		<!-------------------------------------- User List -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>User List~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>User List</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:Hj46j4j4464634hg3.png\|800px]]		[[File:Hj46j4j4464634hg3.png\|800px]]
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	<hr>		<hr>
	<!-------------------------------------- Scheduling -------------------------------------->		<!-------------------------------------- Scheduling -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Scheduling~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Scheduling</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:7927738.png\|800px]]		[[File:7927738.png\|800px]]
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	<hr>		<hr>
	<!-------------------------------------- Student / Visit -------------------------------------->		<!-------------------------------------- Student / Visit -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Student / Visit~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Student / Visit</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:1761507.png\|800px]]		[[File:1761507.png\|800px]]
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	<hr>		<hr>
	<!-------------------------------------- Log In/Out-------------------------------------->		<!-------------------------------------- Log In/Out-------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Log In/Out~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Log In/Out</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:4883583.png\|800px]]		[[File:4883583.png\|800px]]
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	<hr>		<hr>
	<!-------------------------------------- Admin / Modules -------------------------------------->		<!-------------------------------------- Admin / Modules -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Admin / Modules~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Admin / Modules</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:2105468.png\|800px]]		[[File:2105468.png\|800px]]
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	<hr>		<hr>
	<!-------------------------------------- Restrictions-------------------------------------->		<!-------------------------------------- Restrictions-------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Restrictions~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Restrictions</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:5197122.png\|800px]]		[[File:5197122.png\|800px]]

Redrock at 23:26, 30 March 2026

2026-03-30T23:26:33Z

← Older revision		Revision as of 23:26, 30 March 2026
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	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
	<div class="tcWidgetPage">		<div class="tcWidgetPage">
	<div class="~~categoryWide~~">		<div class="categoryDynamic">
	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
	</div>		</div>

Redrock: Removed protection from "TracCloud: Permission Groups"

2026-03-30T22:00:25Z

Removed protection from "TracCloud: Permission Groups"

← Older revision	Revision as of 22:00, 30 March 2026
(No difference)

Redrock at 21:54, 20 March 2026

2026-03-20T21:54:20Z

← Older revision		Revision as of 21:54, 20 March 2026
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	<i>Module Options</i><br>		<i>Module Options</i><br>
	[[File:9765y57k567l5.png\|800px]]		[[File:9765y57k567l5.png\|800px]]
	<br>		<br><br>

	* <b>[ [[TracCloudST\|SurveyTrac]] ] SurveyTrac Access</b>		* <b>[ [[TracCloudST\|SurveyTrac]] ] SurveyTrac Access</b>
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	* <b>[ [[TracCloudSAGE\|SAGE]] ] Referral Type Access</b>		* <b>[ [[TracCloudSAGE\|SAGE]] ] Referral Type Access</b>
	::This determines which referrals these staff members can access, ~~including editing permission~~.<br><br>		::This determines which referrals these staff members can access. <span style="color:green">View and Edit</span> allows this group to create, search for, and view referrals of this type. <span style="color:blue">View (No Edit)</span> allows this group to search for and view referrals but not create or modify. <span style="color:orange">View & Edit (No Listing)</span> allows this group to create referrals of this type, but not search for or view them.<br><br>

Redrock at 15:23, 23 September 2025

2025-09-23T15:23:38Z

← Older revision		Revision as of 15:23, 23 September 2025
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	* <b>Limit Student listings to the chosen list</b>		* <b>Limit Student listings to the chosen list</b>
	::This allows you to restrict the students viewable by staff in this group to only students on a specific [[TracCloudGuideGlobalLists\|student list]].<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>		<i>Visit Access Preferences</i>

← Older revision		Revision as of 22:40, 15 April 2026
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	<br><br>		<br><br>
	* <b>Color/Icon Code</b>		* <b>Color/Icon Code</b>
	::Some of these options have multiple permissions based on the icon selected for each field. Click on the icon to cycle through the available options. The key for what each icon represents is within the preference name. For example, “<span style="color:green">Scheduling: View Sched and Edit All</span> or <span style="color:~~blue~~">View Sched</span>…” in the screenshot below.		::Some of these options have multiple permissions based on the icon selected for each field. Click on the icon to cycle through the available options. The key for what each icon represents is within the preference name. For example, “<span style="color:green">Scheduling: View Sched and Edit All</span> or <span style="color:#3f3ffc">View Sched</span>…” in the screenshot below.
	::[[File:6766l3875lk57.png\|500px]]<br><br>		::[[File:6766l3875lk57.png\|500px]]<br><br>

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	\| <span style="color:green">{{#fas:pen-to-square}} View Sched and Edit All</span> \|\| {{#fas:circle}} Yes \|\| {{#fas:circle}} Yes \|\| {{#fas:circle}} Yes \|\| {{#fas:circle}} Yes		\| <span style="color:green">{{#fas:pen-to-square}} View Sched and Edit All</span> \|\| {{#fas:circle}} Yes \|\| {{#fas:circle}} Yes \|\| {{#fas:circle}} Yes \|\| {{#fas:circle}} Yes
	\|-		\|-
	\| <span style="color:~~blue~~">{{#fas:eye}} View Sched - Edit Avail</span> \|\| {{#fas:circle}} Yes \|\| {{#far:circle}} No \|\| {{#fas:circle}} Yes \|\| {{#far:circle}} No		\| <span style="color:#3f3ffc">{{#fas:eye}} View Sched - Edit Avail</span> \|\| {{#fas:circle}} Yes \|\| {{#far:circle}} No \|\| {{#fas:circle}} Yes \|\| {{#far:circle}} No
	\|-		\|-
	\| <span style="color:grey">{{#fas:magnifying-glass}} Search Availability Only</span> \|\| {{#far:circle}} No \|\| {{#far:circle}} No \|\| {{#far:circle}} No \|\| {{#fas:circle}} Yes		\| <span style="color:grey">{{#fas:magnifying-glass}} Search Availability Only</span> \|\| {{#far:circle}} No \|\| {{#far:circle}} No \|\| {{#far:circle}} No \|\| {{#fas:circle}} Yes
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	::This primarily determines which Listings these staff members can access. For example, you could entirely prevent a group from accessing the student listing, course listing, etc. Each table can be set to a different access level:		::This primarily determines which Listings these staff members can access. For example, you could entirely prevent a group from accessing the student listing, course listing, etc. Each table can be set to a different access level:
	::<span style="color:green">{{#fas:pen-to-square}} View Listing and Edit</span> provides full access to this listing, along with editing permissions.		::<span style="color:green">{{#fas:pen-to-square}} View Listing and Edit</span> provides full access to this listing, along with editing permissions.
	::<span style="color:~~darkblue~~">{{#fas:magnifying-glass}} View Listing (No Edit)</span> means that these staff can view the Listing page and the records within it, but can't save any changes.		::<span style="color:#3f3ffc">{{#fas:magnifying-glass}} View Listing (No Edit)</span> means that these staff can view the Listing page and the records within it, but can't save any changes.
	::<span style="color:goldenrod">{{#fas:id-card}} Edit (No Listing)</span> allows staff to edit records, but not browse the Listing page. A common example here would be Course Lists, where Consultants may be able to edit their own Course List, but you don't want them browsing to or editing others.		::<span style="color:goldenrod">{{#fas:id-card}} Edit (No Listing)</span> allows staff to edit records, but not browse the Listing page. A common example here would be Course Lists, where Consultants may be able to edit their own Course List, but you don't want them browsing to or editing others.
	::<span style="color:Red">{{#far:eye}} View Entry (No Listing)</span> will prevent users from accessing the Listing or applying changes to individual records, but they are allowed to view individual records if provided a link.		::<span style="color:Red">{{#far:eye}} View Entry (No Listing)</span> will prevent users from accessing the Listing or applying changes to individual records, but they are allowed to view individual records if provided a link.
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	::[[TracCloudGuideListingsViews\|Custom listing views]] can be shared to groups, allowing staff in this group to select these alternate views when needed.		::[[TracCloudGuideListingsViews\|Custom listing views]] can be shared to groups, allowing staff in this group to select these alternate views when needed.
	::{{#far:square}} Normal View will be available to switch to from that listing, but will not be the default.		::{{#far:square}} Normal View will be available to switch to from that listing, but will not be the default.
	::<span style="color:~~darkblue~~">{{#fas:clipboard-list}} Default View</span> - will be the default when these staff members open the listing, but they can still switch to other views (or standard).		::<span style="color:#3f3ffc">{{#fas:clipboard-list}} Default View</span> - will be the default when these staff members open the listing, but they can still switch to other views (or standard).
	::<span style="color:Red">{{#fas:minimize}} Only this View</span> will be the only view this group can see for the related listing, they will not be allowed to switch to other views.<br><br>		::<span style="color:Red">{{#fas:minimize}} Only this View</span> will be the only view this group can see for the related listing, they will not be allowed to switch to other views.<br><br>

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	* <b>[ [[TracCloudSAGE\|SAGE]] ] Referral Type Access</b>		* <b>[ [[TracCloudSAGE\|SAGE]] ] Referral Type Access</b>
	::This determines which referrals these staff members can access. <span style="color:green">View and Edit</span> allows this group to create, search for, and view referrals of this type. <span style="color:~~blue~~">View (No Edit)</span> allows this group to search for and view referrals but not create or modify. <span style="color:orange">View & Edit (No Listing)</span> allows this group to create referrals of this type, but not search for or view them.<br><br>		::This determines which referrals these staff members can access. <span style="color:green">View and Edit</span> allows this group to create, search for, and view referrals of this type. <span style="color:#3f3ffc">View (No Edit)</span> allows this group to search for and view referrals but not create or modify. <span style="color:orange">View & Edit (No Listing)</span> allows this group to create referrals of this type, but not search for or view them.<br><br>