TracCloudGuideProfileGroups: Difference between revisions
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| style="width:250px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudGuideProfileTOC}} | | style="width:250px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudGuideProfileTOC}} | ||
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! <h2 id="um-toc-hdr" style="margin:3px; font-size:120%; text-align:left; color:#000000; ">Group Contents</h2> | |||
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| | [[TracCloudGuideProfileGroups#Center Access|Center Access]] | |||
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| | [[TracCloudGuideProfileGroups#User List|User List]] | |||
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| | [[TracCloudGuideProfileGroups#Scheduling|Scheduling]] | |||
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| | [[TracCloudGuideProfileGroups#Student / Visit Entry|Student / Visit Entry]] | |||
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| | [[TracCloudGuideProfileGroups#Log In/Out|Log In/Out]] | |||
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| | [[TracCloudGuideProfileGroups#Admin / Modules|Admin / Modules]] | |||
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| | [[TracCloudGuideBasicsPayroll#Restrictions|Restrictions]] | |||
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| | [[TracCloudGuideBasicsPayroll#Add existing group|Add existing group]] | |||
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<big><b>Groups</b></big><br> | <big><b>Groups</b></big><br> | ||
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 schedule? Which centers? Can they create students? Can they manage resources? | 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 [[TracCloudGuideBasicsSchedule|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> | ||
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>. | |||
<br> | <br> | ||
[[File:Oinwouig3ng2482y5.png|800px]] | [[File:Oinwouig3ng2482y5.png|800px]] | ||
<br><br> | <br><br> | ||
We can create a new, or add an existing permission group to the | We can create a new, or add an existing permission group to the profile by clicking the hamburger icon. New group will prompt us to choose a name and which profile it’s assigned to. After saving, you will be brought to the settings menu where we can configure the permissions of this group. | ||
<br> | <br> | ||
[[File:3t2yu3546j4j634.png|300px]] | [[File:3t2yu3546j4j634.png|300px]] | ||
<hr> | |||
==Center Access== | ==Center Access== | ||
[[File: | [[File:4777554.png|800px]] | ||
<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. Simply click on the icon to cycle through the available options. The key for what each icon represents is within the preference name. For example, “Scheduling: View Sched and Edit All or View Sched…” in the screenshot below. | ::Some of these options have multiple permissions based on the icon selected for each field. Simply click on the icon to cycle through the available options. The key for what each icon represents is within the preference name. For example, “Scheduling: View Sched and Edit All or View Sched…” in the screenshot below. | ||
::[[File:6766l3875lk57.png|300px]] | ::[[File:6766l3875lk57.png|300px]]<br><br> | ||
* <b>Scheduling</b> | * <b>Scheduling</b> | ||
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* <b>Document Types</b> | * <b>Document Types</b> | ||
::Which document types can this staff member view/edit? | ::Which document types can this staff member view/edit? | ||
<hr> | |||
==User List== | ==User List== | ||
[[File:Hj46j4j4464634hg3.png|800px]] | [[File:Hj46j4j4464634hg3.png|800px]] | ||
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* <b>Delete Selected User(s)</b> | * <b>Delete Selected User(s)</b> | ||
::Allows you to quickly select and delete staff members. | ::Allows you to quickly select and delete staff members. | ||
<hr> | |||
==Scheduling== | ==Scheduling== | ||
[[File:H4j3643k46k46k54k4.png|800px]] | [[File:H4j3643k46k46k54k4.png|800px]] | ||
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* <b>Allow user to override any scheduling rules</b> | * <b>Allow user to override any scheduling rules</b> | ||
::If this is checked, staff in this group will be able to ignore scheduling restrictions to book appointments for students regardless of the scheduling rules in place. | ::If this is checked, staff in this group will be able to ignore scheduling restrictions to book appointments for students regardless of the scheduling rules in place. | ||
<hr> | |||
==Student / Visit Entry== | ==Student / Visit Entry== | ||
[[File:2473007.png|800px]] | [[File:2473007.png|800px]] | ||
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* <b>Show the Tasks & Create Task on Main Menu</b> | * <b>Show the Tasks & Create Task on Main Menu</b> | ||
::These are additional widgets that can be displayed on staff dashboards for quick data access. These options enable or disable these features. | ::These are additional widgets that can be displayed on staff dashboards for quick data access. These options enable or disable these features. | ||
<hr> | |||
==Log In/Out== | ==Log In/Out== | ||
[[File:5847820.png|800px]] | [[File:5847820.png|800px]] | ||
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* <b>Allow staff to view work visits on schedule</b> | * <b>Allow staff to view work visits on schedule</b> | ||
::If enabled, users in this group can view work time on the staff schedule, visualized as a red line overlaying availabilities. This can be restricted to only their own work visits, or all. | ::If enabled, users in this group can view work time on the staff schedule, visualized as a red line overlaying availabilities. This can be restricted to only their own work visits, or all. | ||
<hr> | |||
==Admin / Modules== | ==Admin / Modules== | ||
[[File:2105468.png|800px]] | [[File:2105468.png|800px]] | ||
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* <b>[Text Alerts] Allow user to send SMS messages to staff</b> | * <b>[Text Alerts] Allow user to send SMS messages to staff</b> | ||
::Just like students, staff can also be sent SMS messages from their profile via the “Actions” tab. This option determines whether or not this option is available for staff in this group. | ::Just like students, staff can also be sent SMS messages from their profile via the “Actions” tab. This option determines whether or not this option is available for staff in this group. | ||
<hr> | |||
==Restrictions== | ==Restrictions== | ||
[[File:9640748.png|800px]] | [[File:9640748.png|800px]] | ||
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* <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. | ::If checked, these staff members will not be able to create additional staff accounts. | ||
<hr> | |||
==Add existing group== | ==Add existing group== | ||
As an alternative to creating a new Group, we can add existing groups from other Profiles. This allows us to provide staff members assigned to this group the ability to schedule and manage visits in centers outside of their own profile. | As an alternative to creating a new Group, we can add existing groups from other Profiles. This allows us to provide staff members assigned to this group the ability to schedule and manage visits in centers outside of their own profile. |
Revision as of 09:33, 10 April 2023
Profile Preferences
Prefs
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Groups 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 schedule? Which centers? Can they create students? Can they manage 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 Other > Other Options > Groups. We can create a new, or add an existing permission group to the profile by clicking the hamburger icon. New group will prompt us to choose a name and which profile it’s assigned to. After saving, you will be brought to the settings menu where we can configure the permissions of this group. Center Access
User List
Scheduling
Student / Visit EntryFile:2473007.png
Visit Access Preferences
Log In/Out
Admin / Modules
Restrictions
Add existing groupAs an alternative to creating a new Group, we can add existing groups from other Profiles. This allows us to provide staff members assigned to this group the ability to schedule and manage visits in centers outside of their own profile.
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