Saturday, 23 March 2019

Role Access for Workflow Events & Data

TrakIT allows you to set which roles can access each event or data field in a work order. This can be set by going into the detail page of an event or data fields and setting the permissions as shown on the below screenshot:



However, if there are a large number of events or data fields that need to be set, then it can be quite cumbersome to go through all events and data fields and set the permissions on each one.

To enable users to set role permissions for all events and data fields in one go, we have released a new page under Admin > Role Management.


Once you select a workflow and a role, you can set the permissions for all events and data fields in one go.

For any questions or clarifications, please contact TrakIT Support.