FAQ - Change User Permissions (Custom Staff Roles)

CommTrak provides default Staff Roles, with appropriate permissions for typical usage. If none of the predefined roles are appropriate for a user, you will need to create or modify a custom Staff Role and apply the custom role to the required users.

The steps required are:

1
Either create a new custom role, based on an existing predefined or custom role, or choose an existing custom role.
2
Update the required permissions in the selected custom role.
3
Assign the custom role to user(s) as required.
4
Advise the user(s) of the newly-applied permissions.

Permissions for predefined roles cannot be modified; you must create a new (or modify an existing) predefined role, if you wish to change the permissions for a user.

Example Scenario

I need a user to be able to change the Due Date for Workflows Tasks.

Users with a predefined role lower than Supervisor do not have the permission required to change the Due Date for Workflow Tasks, so we need to create a role that enables that permission, and then assign the new role to the required users.

Create a New Custom Role
  1. Settings > User Settings > Staff Roles
  2. Enter the CommTrak Admin Password
  3. Click
  4. Enter the New Role Name (e.g. Advanced Office)
  5. Select the predefined role, upon which the new custom role will be based (e.g. Office)
  6. Click
  7. Select the module for which the permissions are being updated (e.g. Workflow)
  8. Tick the box next to the required permission (e.g. Allow users to modify individual workflow task due dates)
  9. Click
  10. Modify any other permissions as required for this newly-created custom role
  11. Click (located below the list of modules)
Apply the Custom Role to the Relevant User(s)
  1. Settings > User Settings > Users
  2. Select the required username
  3. In the Main Info tab, change the Staff Role to the newly-created custom role (e.g. Advanced Office)
  4. Click

The specified user will now be able to change the Due Date for Workflow Tasks

Tip: Familiarise yourself with the available permissions by viewing the permissions for each of the CommTrak modules. You can do this by following these steps:

  1. Settings > User Settings > Staff Roles
  2. Enter the CommTrak Admin Password
  3. Select an existing predefined or custom role
  4. In the View predefined staff role and permissions section, click the name of the module for which you wish to view the permissions.