techTRACK User Permissions Structure [Information]

Modified on Wed, 8 Oct at 4:18 PM

This article describes the techTRACK User Permissions Structure.


When setting up Users in techTRACK, you will have to define their role and permissions at the desired level:

  • Organization
    • Administrator: This is the role with the most available actions, responsible for managing the entire organization and all its accounts. It enables wide access to tracking, techAUDIT, report generation, logs, and settings.
    • Audit: Allows to use techAUDIT (enables the Audit menu section) for all the accounts within the organization. This also enables access to tracking and report generation; as well as view-only access to the organization's details.
    • User: Allows tracking, report generation for all the accounts within the organization, as well as read-only access to organization's details. 
  • Account
    • Administrator: Allows tracking and managing the account settings.
    • User: Allows tracking.


NOTE: To learn more about the techTRACK's organizational structure, refer to techTRACK Organizational Structure [Information]. For information on user management, refer to the following articles:


The following tables detail the actions and visible data to each role, for each section:



INSIGHTS


 



ORGANIZATIONACCOUNT

ADMINISTRATORAUDITUSERADMINISTRATORUSER
DELIVERY PERFORMANCE
VIEW
                     




TRACK





ORGANIZATIONACCOUNT

ADMINISTRATORAUDITUSERADMINISTRATORUSER
DASHBOARD
VIEW
PERFORMANCE DASHBOARD
VIEW
TRACKINGS
VIEW
   
EXPORT
      
   
EVENTS
VIEW
CREATE
       
   
EDIT
         
   
DELETE
         
   
MASS CREATE BY MAWB
   
   
MASS CREATE BY MASTER TRACKING
   
   



AUDIT





ORGANIZATIONACCOUNT

ADMINISTRATORAUDITUSERADMINISTRATORUSER
ESTIMATED DATA
VIEW
   
   
   
INVOICES
VIEW
   
   
   
IMPORT
   
   
   
EXPORT
   
   
   
PROCESS
   
   
   
ARCHIVE
   
   
   
DELETE
   
   
   



REPORTS





ORGANIZATIONACCOUNT

ADMINISTRATORAUDITUSERADMINISTRATORUSER
REPORTS HISTORY
VIEW
   
   
EDIT   
   
   
   
DOWNLOAD
   
   
DELETE         
   
GENERATE REPORT
VIEW
   
   
GENERATE   
   
REPORTS DELIVERY SETTINGS (SCHEDULED)
VIEW
   
   
   
   
CREATE   
   
   
   
EDIT
   
   
   
   
DELETE   
   
   
   



SYSTEM - ORGANIZATIONS





ORGANIZATIONACCOUNT

ADMINISTRATORAUDITUSERADMINISTRATORUSER
ORGANIZATIONS
VIEW
            
CHARGEBEE DATA VIEW   
   
   
   
ACCOUNTSVIEW
         
   
CREATE   
   
   
   
EDIT
   
   
   
   
ACCOUNTS - USERS
VIEW
         
   
CREATE   
   
   
   
EDIT
   
   
   
   
DELETE   
   
   
   
ACCOUNTS - CARRIER CREDENTIALS

VIEW   
   
   
   
CREATE   
   
   
   
EDIT   
   
   
   
DELETE   
   
   
   
LOCATIONS
VIEW
         
   
CREATE
   
   
   
   
EDIT
   
   
   
   
DELETE
   
   
   
   
USERS
VIEW
         
   
   
CREATE
   
   
   
   
EDIT
   
   
   
   
DELETE
   
   
   
   
TRACKING
WEBHOOKS
VIEW
                        
CREATE
                        
EDIT
                            
DELETE
                             



LOGS





ORGANIZATIONACCOUNT

ADMINISTRATORAUDITUSERADMINISTRATORUSER
NOTIFICATION LOGS
VIEW
            

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