TracCloudGuideProfileGroups: Difference between revisions
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::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. | ||
==Log In/Out== | |||
[[File:64k75k56htrhe56k57.png|800px]] | |||
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* <b>Allow user to create student when not found in Log in Lookup</b> | |||
::If a student record isn’t found based on the ID entered on the Log Listing, staff members can be given the ability to immediately create a new account for the student they’re logging in. | |||
::[[File:46k5756k67k6j.png|500px]] | |||
* <b>Allow user to log resources in and out</b> | |||
::This allows these staff members to log resources in/out via a “Log Resource” button within the “Other” tab in the navigation bar. | |||
* <b>Allow user to view what resource the student has logged out</b> | |||
::This allows staff members in this profile view resources that students have logged out. | |||
* <b>Allow consultant to login for work at their main menu</b> | |||
::Provides consultant accounts the ability to login for work visits. | |||
==Admin / Modules== | |||
[[File:75rtjhgfbgver.png|800px]] | |||
<br><br> | |||
* <b>Allow user to manage resources</b> | |||
::Staff members can be granted permission to modify resources here. | |||
* <b>Table Access</b> | |||
::This determines which Listings these staff members can access. This allows you to entirely prevent a user from accessing the student listing, course listing, etc. You can also enable or disable editing permissions. | |||
::[[File:G4557k57k5j4h54g.png|500px]] | |||
* <b>Custom Views</b> | |||
::Custom Student Listing views can be assigned to groups, allowing staff in this groups to select these alternate views when needed. | |||
* <b>Custom Searches</b> | |||
::Custom Searches can be saved and assigned to groups. | |||
<br> | |||
[[File:9765y57k567l5.png|800px]] | |||
<br><br> | |||
* <b>[SurveyTrac] SurveyTrac Access</b> | |||
::Controls which surveys these accounts have access to. | |||
* <b>[SAGE] Allow user to view referrals on Dashboard</b> | |||
::Adds a Referral tab on the Dashboard providing quick access to referrals assigned to themselves, including information such as the Type, Date created, Date Followed-up, and Date Processed. | |||
* <b>[SAGE] User may view which referrals</b> | |||
::This option allows you to choose whether staff members can view all referrals or exclusively referrals they personally created. | |||
* <b>[SAGE] Referral Type Access</b> | |||
::This determines which referrals these staff members can access, including editing permission. More information on SAGE will be covered in a later article. | |||
* <b>[Q2] Q2 Module Group Access</b> | |||
::This determines which Q2 Configs these staff members can access. More information on Q2 will be covered in later article. | |||
* <b>[Text Alerts] Allow user to view and edit the student field ‘Receive Text Alerts’</b> | |||
::This option gives staff in this group the ability to enable or disable text alerts for students from the student’s profile. | |||
* <b>[Text Alerts] Allow user to send SMS messages to students</b> | |||
::This option provides staff the ability to send students messages directly, either from the Log Listing or the Student’s Profile under the “Actions” tab. | |||
* <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. | |||
==Restrictions== | |||
[[File:46j457k57kj4htgerdf.png|800px]] | |||
<br><br> | |||
* <b>Prevent User from Creating Staff Records</b> | |||
::If checked, these staff members will not be able to create additional staff accounts. | |||
* <b>Prevent User from Editing Staff Records</b> | |||
::If checked, these staff members will not be able to modify existing staff accounts. | |||
==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. | |||
<br><br> | |||
To do this, we simply click the hamburger icon again, and choose “Add Existing Group.” We select the group we want to add, and that adds them to our list of groups. When clicking on this group (that still primarily exists in another profile), we’re given a restricted set of options, as it’s only displaying options relevant to this second profile. | |||
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[[File:4i57h4g56uj5.png|500px]] | |||
<br> | |||
[[File:4356i786juyhtg.png|700px]] | |||
<br> | |||
* <b>Group Name</b> | |||
::Changing the name here will also change its name in the primary profile. | |||
* <b>Profile</b> | |||
::This shows the primary profile this group is assigned. | |||
* <b>Scheduling and Visits access</b> | |||
::This is exactly the same as assigning center permissions in standard groups. This controls which centers staff members can view/edit visits and schedules in. | |||
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Revision as of 11:46, 30 July 2021
Profile Preferences
Prefs
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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? Many more options are available for this area.
This tab displays the groups assigned to this profile, allowing you to manage your staff permissions, making sure 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:R243f2edscsbv42n.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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