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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 AccessFile:57k5k44h4645k4k64.png
- 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.
- These are the center schedules that staff assigned to this group can view/manage.
- Restrict users in this group to only being able to access their personal calendar (for the centers they’re assigned to).
- Viewing, Logging, Reporting Visits
- This determines which centers staff in this group can view/record visits in.
- Show the Center Status Tab on Main Menu
- The Center Status tab appears on the staff main menu and provides a quick look at visit/appointment summaries as well as how many students are waiting in each of your Centers. This option in Center Access enables or disables this feature for Staff in this group.
- Allow user to access reports
- Staff members can be able or unable to run reports.
- Allow user to access payroll reports
- This enables or disables access to payroll reports.
- You can choose which student lists this user group can view/edit. Just as with the center options, we can change the color of the squares to determine their level of access to each list (just search or search and edit).
- Which task types can this staff member view?
- Which notification types can this staff member view?
- Which document types can this staff member view/edit?
User List
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