User Access Levels

The following table gives the access levels in TrakIT for all users:

Page/Section

Task

User Role

Remarks/Rules

Read Only

Operations

Power User

Admin

SysAdmin

Home Post/Delete News Article No No No Yes Yes  
Email News Article No No No Yes Yes
Post/Delete Document No No No Yes Yes
Download Document Yes Yes Yes Yes Yes
Dashboard View Dashboard Yes Yes Yes Yes Yes Charts added and order of charts are specific to each user
Add/Remove Chart Yes Yes Yes Yes Yes
Export Charts to Excel Yes Yes Yes Yes Yes
Change Order of Charts Yes Yes Yes Yes Yes
Operations Open Work Order Yes* Yes* Yes* Yes* Yes *Only for workflows under user's access
Create New Work Order No Yes* Yes* Yes* Yes
Acknowledge Alerts Yes Yes* Yes* Yes* Yes
Work Order Update Event/Data No Yes Yes Yes Yes *Within 96 hours only and if no documents uploaded
Update Finance Information No No Yes Yes Yes
Update Remarks No Yes Yes Yes Yes
Delete Work Order No No Yes* Yes* Yes*
Reset Work Order No No Yes Yes Yes
Duplicate Work Order No Yes Yes Yes Yes
Cancel/Close Work Order No No Yes Yes Yes
Change Wworkflow/Service No No Yes Yes Yes
Generate PDF Yes Yes Yes Yes Yes
Generate/Download Form Yes Yes Yes Yes Yes
Custom Reports Create New Report No No Yes Yes Yes  
Create/Modify/Delete Field No No Yes Yes Yes
Create/Modify/Delete Customer Subscription No No Yes Yes Yes
Create/Modify/Delete User Subscription No No Yes Yes Yes
Preview/Send Report Yes Yes Yes Yes Yes
Advanced Reports Create/Modify/Delete Report No No No Yes Yes  
Copy Report No No No Yes Yes
Create/Modify/Delete Report Field No No No Yes Yes
Create/Modify/Delete Subscription No No No Yes Yes
Preview/Email Report No No No Yes Yes
Duplicate Subscription No No No Yes Yes
My Reports Preview Favourite Reports Yes Yes Yes Yes Yes  
Preview/Remove Report Recipient Yes Yes Yes Yes Yes
Entity Management Create/Modify/Delete Entity No No Yes Yes Yes  
Export Entity List Yes Yes Yes Yes Yes
User Email Notifications Subscribe to KPI Alerts/Free Days Expiry/WO Creation Yes Yes Yes Yes Yes  
Subscribe to Event/Data Updates Yes Yes Yes Yes Yes
Bulk Updates Upload File No Yes Yes Yes Yes  
Upload File with 'Ignore Event Sequence' No Yes Yes Yes Yes
Upload File with 'Overwrite Existing Data' No No Yes Yes Yes
Upload File with 'Overwrite Blanks' No No No Yes Yes
Holidays Create/Delete Holiday No No Yes Yes Yes  
Message Broadcast Create New Message No No No Yes Yes  
Download Attachment Yes Yes Yes Yes Yes
Delay Tracking View/Search Containers Yes Yes Yes Yes Yes  
Edit Entry No No Yes Yes Yes
Delete Entry No No Yes Yes Yes
Export List Yes Yes Yes Yes Yes
User Management Create/Delete/Modify User No No No Yes Yes  
View User Session/Action Log Yes Yes Yes Yes Yes
Lock/Unlock User No No No Yes Yes
Workflow Definitions View/Search Workflows Yes Yes Yes Yes Yes  *Only for workflows under user's access
Edit Workflows No No Yes Yes Yes
Delete Workflows No No Yes Yes Yes
Export Workflows Yes Yes Yes Yes Yes
Workflow  View/Exports Work Order Events Yes Yes Yes Yes Yes  *Only for workflows under user's access
Create/Modify/Delete WO Events No No No Yes Yes
View/Exports Work Order Data Yes Yes Yes Yes Yes
Create/Modify/Delete WO Data No No No Yes Yes
View/Exports KPI Definitions Yes Yes Yes Yes Yes
Copy/Modify/Delete KPI Definitions No No Yes Yes Yes
View Available Forms Yes Yes Yes Yes Yes
Modify/Remove Available Forms No No No Yes Yes
View Delay Tracking Costs Yes Yes Yes Yes Yes
Add new Delay Cost Definitions No No No Yes Yes
View Delay Notifications Yes Yes Yes Yes Yes
Add user to Delay Notifications No Yes Yes Yes Yes
View WO Creation Notifications Yes Yes Yes Yes Yes
Add WO Creation Notifications No No No Yes Yes
View Custom Status Updates Yes Yes Yes Yes Yes
Create Custom Status Updates No No No Yes Yes
View Mandatory Header Fields Yes Yes Yes Yes Yes
Edit Mandatory Header Fields No No No Yes Yes
Master Tables View Master Tables Yes Yes Yes Yes Yes  *Only sysAdmin has access to modify,add or delete
Modify Master Tables No No No No Yes
Add in Master Tables No No No No Yes
Delete Master Tables No No No No Yes
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