TracCloud: Staff User Level: Difference between revisions

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==What does user level actually do?==
==User Level in Staff Accounts==


a lot
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 permission group.
<hr>
<b><big>Unique to SysAdmin Accounts</big></b>
 
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.
 
* <b>Global Preferences</b> - Everything from system theme, to custom fields, to SSO integration settings and more. This entire menu can only be accessed by SysAdmins.
 
* <b>Announcements</b>
 
* <b>Visits/Appointments Export</b>
 
* <b>Lookup Values</b>
 
* <b>Saved Searches</b> - Specifically the menu to manage or delete Saved Searches, other User Levels can still save and access their Saved Searches.
 
* <b>Audit Logs</b>
The ability to edit “SysAdmin” course lists
 
The ability to merge records on Student/Registration/etc listing
 
The ability to “delete selected” records on listings
 
The ability to make bulk changes with “Change Field Values”
 
The ability to open groups in a profile (with the ‘Open in no profile’ button)
 
The ability to create lists
 
The ability to create a sysadmin account
 
The ability to edit locked visits
 
The ability to manage SAGE referral types
Q2 Tables
Whiteboard Management
Starfish Exports
 
View Latest Changes
 
Log in as utility
 
Batch task entry????
 
the ability to delete reasons
 
The ability to edit all favorite reports<br><br>
 
<b>Profile admins unique and up:</b>
The ability to create or modify ‘All centers’ or ‘All staff’ reserve blocks
The ability to modify a staff member’s user level
 
Worktypes listing and editing permissions
 
The ability to create student accounts
 
All of profile settings
All of groups
Security Reports
 
Payroll Reports
Visits Cleanup Data
Visits by Faculty and Subject
 
Staff can't do any of the above.


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Revision as of 16:54, 14 April 2022

Template:TracCloudNewsTOC

User Level in Staff Accounts

Every Staff account in TracCloud is assigned a User Level, SysAdmin, Profile Admin, or Staff. These levels impose restrictions on the selected account that go beyond what you can control with just a permission group.


Unique to SysAdmin Accounts

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 only System Administrators can access.

  • Global Preferences - Everything from system theme, to custom fields, to SSO integration settings and more. This entire menu can only be accessed by SysAdmins.
  • Announcements
  • Visits/Appointments Export
  • Lookup Values
  • Saved Searches - Specifically the menu to manage or delete Saved Searches, other User Levels can still save and access their Saved Searches.
  • Audit Logs

The ability to edit “SysAdmin” course lists

The ability to merge records on Student/Registration/etc listing

The ability to “delete selected” records on listings

The ability to make bulk changes with “Change Field Values”

The ability to open groups in a profile (with the ‘Open in no profile’ button)

The ability to create lists

The ability to create a sysadmin account

The ability to edit locked visits

The ability to manage SAGE referral types Q2 Tables Whiteboard Management Starfish Exports

View Latest Changes

Log in as utility

Batch task entry????

the ability to delete reasons

The ability to edit all favorite reports

Profile admins unique and up:

The ability to create or modify ‘All centers’ or ‘All staff’ reserve blocks

The ability to modify a staff member’s user level

Worktypes listing and editing permissions

The ability to create student accounts

All of profile settings All of groups

Security Reports

Payroll Reports Visits Cleanup Data Visits by Faculty and Subject

Staff can't do any of the above.