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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'.  Granting a user one or more of these permissions requires a named user license in Web Tracks.  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.

PERMISSIONS

Web Tracks Login Enabled
This defaults to true for every user. 

Granting this to users 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.  You may also want to check this option for external users who can't access Web Tracks (e.g., they are not on your network but you still wish to associate Tickets and/or Inventory items to the user.)

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
  • Menu Settings

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

MODULE LEVEL PERMISSIONS 

Help Desk Access Level

NO ACCESS

RESTRICTED ACCESS

NORMAL ACCESS

FULL ACCESS

Submit and view personal tickets

 YES YES  YES  YES 
 
Assign User to Tech Groups*
NO  YES  YES  YES 

View Tickets where they are assigned as a 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

*Once a user has been given a Help Desk Access Level, they should be assigned to one or more Tech Groups.  For example if you create a Technician named Joe, you should create a tech group for Joe to be a member of e.g., Joe's Tickets.  See Tech Groups for further information.

Knowledge Base Access Level

NO ACCESS

RESTRICTED ACCESS

NORMAL ACCESS

FULL ACCESS

View Public KB Articles

YES

YES 

YES 

 YES

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

 

Inventory Access Level

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

 

Purchase Order Access Level

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

   

See also