In Settings –> User Role Manager you can create specific roles/permissions for users. The list is populated with the 13 Trackplan Roles. Create your own by clicking ‘Create New Role’. Give the Role a name and description and click Update. By clicking the ‘Pencil’ icon you can then choose from the list of 88 different […]
Is the Software available in different languages?
Yes, a default language will be set when the Client is created but once a user logs in he/she can navigate to the menu in the top right of the screen as seen below and change their language. A user with Full Access to the system can also manage language settings for each User or […]
The Settings -> Users area shows a list of Users that have been set up to use the main application, and their respective details; such as Name, Email, Role, Site Access, and Jobs associated with the user. The list can be filtered using the below filters and exported to excel Clicking on the User Name will bring […]
The User Details area allows you to manage each user’s information, and the settings for each user; such as their contact information, user role, what they can do / view within the main application, email notification settings, and the ability to send scheduled reports of open and overdue jobs for each user. 1. The User Details tab allows you […]
User Types are a group category you can put users into e.g. Admin or Account Manager. From the Settings -> User Types area, you can create your own User Types, and set up a profile of various User Settings which will be applied to all users under this type. Here is an example User Type list to illustrate further: Select Add […]
User Type Settings
User Type Details allows you to edit the name, description, role and specify the site access for User Types. The Role of the User Type has the following options to choose from a drop-down: The Site Access option will allow you to choose specific site access settings for a User Type: “Access all sites” allows the […]