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Home > Administrative > Permissions & Access Levels

Permissions & Access Levels

When giving users access to a particular Web Tracks module you will select the access level to the module.  The Access Levels available are:  No Access, Restricted Access, Normal Access, and Full Access.  You can also choose whether or not the User has 'Delete Permissions'.   These access levels can restrict or enable whether or not a user has the rights to add records to related tables and whether or not the user can view items they do not 'own'.  Anytime you give a user permissions that require a Web Tracks User License you will need to make sure that you have an available license.  You can easily view how many user licenses are being used by opening the user list and selecting the 'Web Tracks Licensed' radio option.

To open the permissions for a specific user you need to edit their user record.  To open the user list click the 'Admin' menu, Lookup Tables -- Users.  Edit the user and then switch to the 'Permissions' tab.

ACCESS LEVELS

Administrative Access
Certain areas within Web Tracks are available only to Administrators.  They include...

  • Deleting Reports & Graphs
  • Managing User Accounts, Permissions and Related User Tables
  • Configuring Email Settings
  • Dashboard Objects
  • Application Settings
  • Modifying Field Translations
  • Database Maintenance
  • Web Tracks License & Registration

NOTE: There must be at least one Web Tracks Administrator in each database.

Web Tracks Access
This defaults to true for every user. 

Granting a user 'Web Tracks Access' does not require a named user license. 

Uncheck this option if you wish to explicitly deny access to the Web Tracks Interface for a specific user.

MODULE LEVEL PERMISSIONS 

Help Desk Permissions*

NO ACCESS

RESTRICTED ACCESS

NORMAL ACCESS

FULL ACCESS

View Tickets where they are assigned as the Technician  N/A  YES  YES  YES

View Tickets Assigned to other Technicians

NO

NO

YES

YES

View Reports & Graphs

NO

NO

YES

YES

Add/Delete Related Category Choices

NO

NO

NO

YES

Web Tracks User License Required

NO

YES

YES

YES

* Users with 'No Access' to Help Desk Permissions may access the application as an end-user to submit help requests and search the knowledge base.   Users setup in this manner do not require a Web Tracks User License.

Purchase Order Permissions

NO ACCESS

RESTRICTED ACCESS

NORMAL ACCESS

FULL ACCESS

View/Create Personal  Orders

NO

YES

YES

YES

View All Purchase Orders

NO

NO

YES

YES

View Reports & Graphs

NO

NO

YES

YES

Add/Delete Related Category Choices

NO

NO

NO

YES

Web Tracks User License Required

NO

YES

YES

YES

Inventory Permissions

NO ACCESS

RESTRICTED ACCESS

NORMAL ACCESS

FULL ACCESS

View/Create Inventory Items

NO

YES

YES

YES

View Reports & Graphs

NO

NO

YES

YES

Add/Delete Related Category Choices

NO

NO

NO

YES

Web Tracks User License Required

NO

YES

YES

YES

KNOWLEDGE BASE PERMISSIONS

NO ACCESS

RESTRICTED ACCESS

NORMAL ACCESS

FULL ACCESS

View/Create Public KB Articles

NO

YES

YES

YES

View/Create Private KB Articles

NO

NO

YES

YES

Add/Delete Related Category Choices

NO

NO

NO

YES

Web Tracks User License Required

NO

YES

YES

YES

 

 

See also