| The Restrictions tab in Group Access allows you to restrict user access to sensitive data in the Trac System.
Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Group Access > [Group] > Restrictions
Prevent access to Reports Chooser
This preference restricts the selected Group of Users from accessing the Report Chooser.
Prevent access to Group Preferences
This preference restricts the selected Group of Users from accessing the Group Access Preferences.
Prevent access to Group Restrictions Tab
This preference restricts the selected Group of Users from accessing the Group Access – Restrictions Tab.
Prevent access to Group Favorite Reports
This preference restricts the selected Group of Users from accessing the Favorites Category of Reports.
Prevent access to My Prefs to Personalize Main Menu
This preference restricts the selected Group of Users from accessing the My Prefs Menu.
Prevent User from Viewing Student IDs in Appointments and Log Listing
This preference restricts the selected Group of Users from being able to view Student ID #s both in the Appointments Entries and Log Listing pages. Activating this preference will hide Student ID #s.
Prevent User from Viewing Grades in Progress Reports and Registrations
This preference restricts the selected Group of Users from being able to view students’ Grades both in Progress Reports and Registrations.
Prevent User from Viewing Info Tabs in Student Entry
This preference restricts the selected Group of Users from viewing ANY info tab in a Student’s Profile or Record.
Prevent User from Viewing Info Tabs: Basic Info
This preference restricts the selected Group of Users from viewing the Basic Info Tab of the Student’s Profile. The Basic Tab contains basic contact info such as Name, Email, and Birthdate, and demographic info such as Gender, Ethnicity, and Major.
Prevent User from Viewing Info Tabs: Custom Campus
This preference restricts the selected Group of Users from viewing the Custom Campus Tab of the Student’s Profile. The Custom Campus Tab contains the 9 available Custom Fields which may track any information you deem relevant.
Prevent User from Viewing Info Tabs: Center Info
This preference restricts the selected Group of Users from viewing the Center Info Tab of the Student’s Profile. The Center Info Tab contains the Center Status information of a student: how many appointments they’ve missed, and their resulting status (i.e. Banned, Probation)
Prevent User from Viewing Info Tabs: Lists
This preference restricts the selected Group of Users from viewing the Lists Tab of the Student’s Profile. The Lists Tab will display any Lists the student may be a part of.
Prevent User from Viewing Info Tabs: Schedule
This preference restricts the selected Group of Users from viewing the Schedule Tab of the Student’s Profile. The Schedule Tab contains the Student’s Class Schedule.
Prevent User from booking appointment on schedule
This preference restricts the selected Group of Users from booking Appointments through your Trac Schedule. Activating this preference will remove the blue dropdown arrow next to appointments on the Schedule, but will not remove the ability to Book appointments through the Search for Availabilities.
Prevent User/Consultant from Editing Specialties
This preference restricts the selected Group of Users from editing Consultant Specialties, including both Subject Specialties and Reason Specialties. Activating this preference will take away the ability to click on the checkboxes next to Sections and Reasons within the Subject Specialties and Reason Specialties Tab, but won’t remove the Tabs altogether.
Prevent User/Consultant from Editing Consultant Bio
This preference restricts the selected Group of Users from being able to edit any Consultant’s Bio. This includes the entire Consultant’s Profile. Activating this preference will remove the SAVE button from a Consultant’s Profile.
Prevent User from Terminating Visits From Log Listing
This preference removes from the selected Group of Users the ability to Terminate visits from the Log Listing. Activating this preference will remove the Red Circular Terminate icon.
Prevent User from Searching ‘Work’ Visits
This preference prevents the selected Group of Users from being able to search for “Work” Visits, or Visits made by Consultants with student accounts to track payroll hours.
Prevent User from Sending Messages to SELECTED Students
This preference, if activated, restricts the user from sending messages to multiple students, or students found via search. The “Send HTML Note” function that is located in the List Options within Student Listings will not be available if this restriction is activated.
Prevent User from Creating Messages for Students
This preference restricts the selected Group of Users from using the “Create an HTML note” function to send emails to Students. This preference will restrict access to ALL messages, including email and Text.
Prevent User from Changing Appointment Data except Appointment Status
This preference restricts the selected Group of Users from changing ANY appointment data, with the exception of the Appointment Status (Attended, Missed, Cancelled). Activating this preference will deactivate ALL dropdown menus, text fields in the Appointment Entry window.
Prevent User from Cancel/Deleting Appointment (or change status to cancel/delete)
This preference restricts the selected Group of Users from Cancelling or Deleting Appointments. Activating this preference disables key fields in the Appointment Entry Window.
Prevent User from Moving Appointment
This preference restricts the selected Group of Users from Moving Appointments by removing the “Move To” function from the Appointments Entry window.
Prevent User from Creating Users
This preference restricts the selected Group of Users from being able to Create User Profiles through the Group Access Tab.
Prevent User from Editing Users
This preference restricts the selected Group of Users from being able to Edit User Profiles through the Group Access Tab.
Prevent User from Deleting Users
This preference restricts the selected Group of Users from being able to Delete User Profiles through the Group Access Tab.
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