techTRACK User Permissions Structure [Information]

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:

• Articles on the Organizations menu item
• Articles on the Account menu item

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

TRACK

		ORGANIZATION			ACCOUNT
		ADMINISTRATOR	AUDIT	USER	ADMINISTRATOR	USER
DASHBOARD	VIEW
PERFORMANCE DASHBOARD	VIEW
PERFORMANCE	VIEW
TRACKINGS	VIEW
	EXPORT
EVENTS	VIEW
	CREATE
	EDIT
	DELETE
	MASS CREATE BY MAWB
	MASS CREATE BY MASTER TRACKING

AUDIT

		ORGANIZATION			ACCOUNT
		ADMINISTRATOR	AUDIT	USER	ADMINISTRATOR	USER
ESTIMATED DATA	VIEW
INVOICES	VIEW
	IMPORT
	EXPORT
	PROCESS
	ARCHIVE
	DELETE

REPORTS

		ORGANIZATION			ACCOUNT
		ADMINISTRATOR	AUDIT	USER	ADMINISTRATOR	USER
REPORTS HISTORY	VIEW
	EDIT
	DOWNLOAD
	DELETE
GENERATE REPORT	VIEW
	GENERATE
REPORTS DELIVERY SETTINGS (SCHEDULED)	VIEW
	CREATE
	EDIT
	DELETE

SYSTEM - ORGANIZATIONS

		ORGANIZATION			ACCOUNT
		ADMINISTRATOR	AUDIT	USER	ADMINISTRATOR	USER
ORGANIZATIONS	VIEW
	CHARGEBEE DATA VIEW
ACCOUNTS	VIEW
	CREATE
	EDIT
ACCOUNTS - USERS	VIEW
	CREATE
	EDIT
	DELETE
WAREHOUSES	VIEW
	CREATE
	EDIT
	DELETE
USERS	VIEW
	CREATE
	EDIT
	DELETE

SYSTEM - ACCOUNT

		ORGANIZATION			ACCOUNT
		ADMINISTRATOR	AUDIT	USER	ADMINISTRATOR	USER
ACCOUNT	VIEW
	EDIT
ACCOUNT - USERS	VIEW
	EDIT

LOGS

		ORGANIZATION			ACCOUNT
		ADMINISTRATOR	AUDIT	USER	ADMINISTRATOR	USER
NOTIFICATION LOGS	VIEW