User Access Policy

User Access Policies can be created in the settings area. (By default only Full Access users have access to this module). Here you can create multiple policies by clicking the create button. Once created, the list of policies will be available to choose per User of Usertype. Per User via the ‘User Access Policy’ tab […]

Job Type Groups

Settings – Job Type Groups is an advanced feature where you can restrict what job types are available to users when creating a request or a job. Here you can map Job Types to Job Type Groups. By assigning a User to a Job Type Group, you can restrict them to the corresponding Job Types when […]

Schedule of Rates and Visits

In Finance -> Schedule of Rates you can set up Costs and Sales Rates  for contractors and clients. The rates are applied to job “visits” to  generate cost and sales values for the visit.  A visit is a record of the start and end times for each contractor visit to a site on a job. […]

User Role Manager

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 […]

How Do I Get The Mobile App?

PWA technology allows you to save a web application directly to the home screen of your mobile device, and use it like any other app. In order to get the Trackplan Apps, simply follow the steps outlined below: Resource, Manager & Requestor modules of the mobile App: Using a web browser on your device, go […]


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 […]

User Details

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

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 […]

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