TracCloudNewsUserLevel: Difference between revisions

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* <b>Visits/Appointments Export</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>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>
* <b>Audit Logs</b>
The ability to edit “SysAdmin” course lists


The ability to merge records on Student/Registration/etc listing
* <b>All utilities for merging, deleting, or modifying data in bulk</b> - The ability to merge, delete, or modify individual records is determined by Permission Group.
 
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 open groups in a profile (with the ‘Open in no profile’ button)


The ability to create lists
The ability to create lists
 
The ability to create a sysadmin account
 
The ability to edit locked visits
The ability to edit locked visits


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The ability to edit all favorite reports<br><br>
The ability to edit all favorite reports<br><br>
* <b>Lookup Values</b>
And of course some of the more obvious ones...
* <b>The ability to edit “Lock to SysAdmin” Course Lists</b>
* <b>The ability to set other users as SysAdmin</b>


<b>Profile admins unique and up:</b>
<b>Profile admins unique and up:</b>

Revision as of 17:57, 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
  • Saved Searches - Specifically the menu to manage or delete Saved Searches, other User Levels can still save and access their Saved Searches.
  • Audit Logs
  • All utilities for merging, deleting, or modifying data in bulk - The ability to merge, delete, or modify individual records is determined by Permission Group.

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

The ability to create lists

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

  • Lookup Values

And of course some of the more obvious ones...

  • The ability to edit “Lock to SysAdmin” Course Lists
  • The ability to set other users as SysAdmin


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.