Role Management

NOTE: Only SysAdmins have access to this page.

The Role Management page displays the list of all existing unlocked users in TrakIT and allows management of users and role in the system.

This page has three sections:

    • User Role Assignment
    • Role Customisation
    • Workflow Access
    • Role Masters

TrakIT users can have multiple role assigned to them. You can 'Search' to see the list of all users.

Create New Role

To create new role for the user click on 'Add New Role' button. The following window is displayed:

    1. Provide the name for the user role in 'Role Name' text-box.
    2. Put the role's description in 'Description' text-box.
    3. To make it a fixed role, slide the 'Fixed' button to Yes.
    4. Click on the 'Save' button to create the new user.

Modify Role

To modify the user role click on

icon. The following window is displayed:

    1. 'Role Name' text-box will not be editable field.
    2. Put the role's description in 'Description' text-box.
    3. To make it a fixed role, slide the 'Fixed' button to Yes.
    4. Click on the 'Update' button to modify the user role.
    5. Click on icon to remove the role.

Assign Role to User

Go to User Role Assignment tab and select the user to assign any role to that user click on 'Add Role' button. The following window is displayed:

    1. Select the user role from the drop down.
    2. Click on the 'Add' button to assign that role to the user.

Assign Role to Event/Date

Go to Workflow Access tab and select the workflow and the role from the drop down. Select the action for the Role and click on Save button. The following window is displayed:

Remove Role

Click on

to remove a role from the user's profile.