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The following describes the privileges that may be assigned to Standard and Restricted user groups. To set the privileges for a user group:
When assigning user group privileges, please note:
In light of the items mentioned above, it is best to limit the privileges assigned to the Users and RestrictedUsers groups to be a minimal set of privileges, then create new user groups that provide additional privileges.
Privileges for Standard User Groups
Standard user groups (all members are non-Restricted users) can be granted or denied the following privileges.
General Privileges
The following privileges are basic ProblemTracker operations. An icon will appear in the top button bar for members of the user groups which have been granted one or more of the following general privileges:
Delete
Members of groups with this privilege
are allowed to delete records
History
Members of groups with this privilege
are allowed to make queries into
the record history database
(audit trail documenting
changes made by whom and when)
Admin
Members of groups with this privilege
allowed to perform Admin functions
Help
Members of groups with this privilege
are allowed to access the help
documentation by clicking on the Help icon
in the button bar or by clicking on the
context-sensitive links that appear in the upper
right corner of each page in ProblemTracker
Edit Own User Account
Members of groups with this privilege
are allowed to make changes to the contact
information listed in their user account. Users with
this privilege can click on the
Account Info
link in the upper right corner of the Home Page to edit
the information in their user profile
The following privileges are related to the Add operation.
The members of the user group(s) that are granted
any of the privileges below will have the Add icon
displayed in the button bar:
Add
Members of groups with this privilege
are allowed to add records
Add Attachments via Add Page
All members of groups with this privilege are allowed to
add an Attachment on the Add page (along with the original
problem record). To subsequently modify attachments
in a record
(Edit, Delete, or Add additional attachments), a user
must also be a member of a group with the Edit Attachments
privilege.
Can Be Assignee For Add
All members of groups with this privilege appear
in the Assignee list when a record is added. This
allows you to limit which users can be assigned to a
newly added record.
The following privileges are related to the View operation.
The members of the user group(s) that are granted
any of the privileges below will have the View icon
displayed in the button bar and in the reports displayed on
the Home and Query pages:
View Fields
Members of groups with this privilege
are allowed to view the fields within
records. The fields which the members or
groups are allowed to view are based on the
Field Visibility
settings on the View page for each user group.
View Attachments
Members of groups with this privilege
are allowed to view attachments within
records
View Source Code List
Members of groups with this privilege
are allowed to view source code files
associated with records when
Source
Code
Control Integration is enabled
View Record History
Members of groups with this privilege
are allowed to view record history
(audit trail documenting changes made by
whom and when)
View User Information
When the "Assigned To" or "Reported By" fields appear
on the View Page or in reports on the Home or Query pages,
all members of groups with this privilege will be able to click
on the user's name to see the details in their user account
(e.g. phone number, email address, company name).
The following privileges are related to the Edit operation.
The members of the user group(s) that are granted
any of the privileges below will have the Edit icon
displayed in the button bar and in the Action
column of the reports displayed on
the Home and Query pages:
Edit Fields
Members of groups with this privilege
are allowed to edit the fields
within records. The fields which the members or
groups are allowed to edit are based on the
Field Visibility
settings on the Edit page for each user group.
Edit Attachments
Members of groups with this privilege
are allowed to edit the attachments
within records
Edit Source Code List
Members of groups with this privilege
are allowed to edit the source code files
associated with records when
Source
Code
Control Integration is enabled.
The members of the user group(s)
that are granted any of the privilege
below will have the Task icon
displayed in the button bar and in the
Action column of the reports displayed
on the Home and Query pages.
Task Assigned Records
Members of groups with this privilege
are allowed to perform the Task
operation on records in which he / she is
the Assignee.
Task All Records
Members of groups with this privilege
are allowed to perform the Task operation
on all records irrespective of the Status
or to whom the record is currently assigned.
Task Records in States
Members of groups with this privilege
are allowed to perform the Task operation
on records in which the Status field is set
to one of the states highlighted in the list below
the privilege. Click on a state to select it.
Multiple states can be selected by holding
down the CTRL button on your keyboard
while clicking on the states you wish to select.
The following privileges are related to the Query operation.
The members of the user group(s) that are granted any of the
privileges below will have the Query icon displayed in the
button bar:
Query
Members of groups with this privilege
are allowed to access the query page to generate reports.
The fields which the members or
groups are allowed to query are based on the
Field Visibility
settings on the Query / Home pages for each user group.
Save Group Queries
Members of groups with this privilege
are allowed to add, edit, and
delete group saved queries for any group
in which they are a member
Save Group Report Formats
Members of groups with this privilege
are allowed to add, edit, and
delete group saved report formats for any group
in which they are a member
Edit Query Result Set
Members of groups with this privilege are allowed to
perform a query and then perform an edit that affects
all the records in the query result set. If a user is
also a member of a group with Delete privilege, then
they can perform a delete of all records matching a query.
The following privileges are related to the Metrics operation.
The members of the user group(s) that are granted any of the
privileges below will have the Metrics icon displayed in the
button bar:
Metrics
Members of groups with this privilege
are allowed to generate Metrics
reports and will have the Metrics icon displayed
in the top button bar
Save Group Charts
Members of groups with this privilege are
allowed to add, edit, and delete group
saved charts for any group in which they are a member.
In order to use this function, the "Metrics" privilege
mentioned above should also be enabled.
Save Group Chart Layouts
Members of groups with this privilege are
allowed to add, edit, and delete group
saved report formats for any groups in which
they are a member. In order to use this function,
the "Metrics" privilege
mentioned above should also be enabled.
Home Page Only
Members of groups with this privilege are only
allowed to run Metrics from their Home page.
They will not have the Metrics icon in their
toolbar. This can be used to limit users to
running only those Metrics created for their
User Group(s).
This can not be selected if any of the other three
options (above) are selected.
The following privileges are related to Record Visibility, a feature which restricts a user's access to records based on the user groups in which he or she is a member:
Edit Record Visibility
When a record is added, it is made visible to all user groups in which
the reporter is a member. Members with this privilege are
allowed to explicitly select which other groups may view the
record when it is added, and also change what groups
may view the record at any later time. If a user does not
have this privilege and Record Visibility is enabled,
then when they add a new record the visibility of the
record is based on the
General Preferences
settings related to Record Visibility. Typically you
should grant this privilege to internal user groups (users
who should be able to select which groups can see a record they
are reporting) and exclude it from external user groups.
This privilege is only meaningful if Record Visibility is
enabled in the
General Preferences
section. User groups with this privilege will have the
field Make Visible to These User Groups displayed on
the Add, Edit and Edit Results pages if they also have privileges
related to the Add, Edit and Edit Results operations.
Override Record Visibility
All members of groups with this privilege are allowed to
view all records.
This is typically used to allow members of internal
user group(s) to view records added by all other external
user group(s) without having to be a member of every user group.
Member of user groups that have this privilege and the
Edit Record Visibility privilege
can set the visibility of any record to any set of user groups (not
just the user groups to which they belong).
This privilege is only meaningful if Record Visibility is
enabled in the
General Preferences
section.
The following privileges are associated with the content included in the email notification messages sent by ProblemTracker. The privileges represent the components of an email notification message as configured in the Per-Product Email Notification Preferences section.
Greeting
Members of groups with this privilege receive email
notification messages with the Greeting section included
Introduction
Members of groups with this privilege receive email
notification messages with the Introduction section
included
Operation Description
Members of groups with this privilege receive email
notification messages that contain the Operation
Description section
Link
Members of groups with this privilege receive email
notification messages that contain a hyperlink to
the View page of the record listed in the email message
History Comment
Members of groups with this privilege receive email
notification messages that include the history comment
entered during the operation that triggered the
notification message
Fields
Members of groups with this privilege receive email
notification messages that include the record's
fields that are
visible
to this user group via email
Signature
Members of groups with this privilege receive email
notification messages with the Signature section included
The following privileges are associated with the cloning (copy record) feature.
Clone Record
Members of groups with this privilege can perform the
Clone operation from the View page.
This privilege is not needed to perform a Task operation that has been
configured
to clone a record. If you wish
to control when a record can be cloned (based on the
Status of the record) and what fields must (or may) be
modified in the clone (child record) immediately after
the clone operation, then we recommend that you do not enable
this privilege. Instead, you should configure (or add) some
Transitions to perform the clone operation.
View Clone Information
Members of groups with this privilege will have the
Clone Info section
visible on the View page. The Clone
Info section of the View page includes information about
and links to the "parent"
(record that the record being viewed was cloned from) as well
as the "children" (clones created from the record
being viewed), if any.
The following privileges are related to
Alerts,
a feature which allows alert notification messages
to be sent when a record has not changed state
during a certain period of time. These privileges
will only be displayed if an Alerts
License Key
has been
entered and the feature has been enabled in the
General Preferences
section:
Edit Alert Settings
Members of groups with this privilege are allowed
to modify the alert settings for a record. In addition,
members of groups with this privilege will
have the Edit icon present in the button bar and
in the reports displayed on the Home and Query pages.
Edit Own Alert Settings
Members of groups with this privilege are allowed
to modify the alert settings for records in which they
are the current assignee. In addition,
members of groups with this privilege will
have the Edit icon present in the button bar and
in the reports displayed on the Home and Query pages.
View Alert Settings
Members of groups with this privilege are allowed
to view the alert settings for a record. In addition,
members of groups with this privilege will
have the View icon present in the button bar and
in the reports displayed on the Home and Query pages.
The following privileges are related to
Discussion,
a feature which allows users to
discuss various topics within a particular record.
These privileges
will only be displayed if a Discussion
License Key
has been
entered and the feature has been enabled in the
General Preferences
section.
The members of the user group(s) that are granted
any of the privileges below will have the Discuss icon
displayed in the button bar and other discussion icons
in the reports displayed on the Home and Query pages:
View Messages
Members of groups with this privilege may view messages
within discussion threads for any record the group
can access.
Post Messages
Members of groups with this privilege may post a new
message or reply to a message within the discussion threads
for any record the group can access. Granting this privilege
to a group automatically grants the group the "View Messages"
privilege as well.
Initiate Discussion Threads
Members of groups with this privilege may create a new discussion
thread for any record the group can access. Granting this privilege
to a group automatically grants the group the "View Messages" and
"Post Messages" privileges as well.
Edit Messages
Members of groups with this privilege may edit the messages within a
discussion for any record the group can access. Granting this
privilege to a group automatically grants the group the
"View Messages" privilege as well.
Delete Messages and Threads
Members of groups with this privilege may delete the messages
and / or threads within a discussion for any record the group
can access. Granting this privilege to a group automatically
grants the group the "View Messages" privilege as well.
The privileges above make reference to "any record the group can access". If record visibility is enabled with a workgroup, the user can only access a record or the discussion(s) within a record if the user is a member of a user group to which the record is visible.
The following are the set of privileges available for Restricted User Groups:
General Privileges
Help
Members of groups with this privilege
are allowed to access the help
documentation by clicking on the Help icon
in the button bar or by clicking on the
context-sensitive links that appear in the upper
right corner of each page in ProblemTracker.
Edit Own User Account
Members of groups with this privilege
are allowed to make changes to the contact
information listed in their user account. Users with
this privilege can click on the
Account Info
link in the upper right corner of the Home Page to edit
the information in their user profile.
These privileges are associated with creating records in
ProblemTracker. Members of user groups
that are granted any of these Add privileges will have
an Add icon displayed in the top button bar.
Add
Members of groups with this privilege
are allowed to add records
Add Attachments via Add Page
Members of groups with this privilege are allowed to
add an Attachment on the Add page (along with the original
problem record)
These privileges are associated with viewing records in
ProblemTracker. Members of user groups
that are granted any of these View privileges will have
an View icon displayed in the top button bar and in the
Action column of reports on the Home Page.
View Fields
Members of groups with this privilege
are allowed to view the fields within
records. The fields which the members of
groups are allowed to view are based on the
Field Visibility
settings on the View page for each user group.
View Attachments
Members of groups with this privilege
are allowed to view attachments within
records
View Record History
Members of groups with this privilege
are allowed to view record history
(audit trail documenting changes made by
whom and when)
View User Information
When the "Assigned To" or "Reported By" fields appear
on the View Page or in reports on the Home page,
all members of groups with this privilege will be able to click
on the user's name to see the details in their user account
(e.g. phone number, email address, company name)
The following privileges are associated with the content included in the email notification messages sent by ProblemTracker. The privileges represent the components of an email notification message as configured in the Per-Product Email Notification Preferences section.
Greeting
Members of groups with this privilege receive email
notification messages with the Greeting section included
Introduction
Members of groups with this privilege receive email
notification messages with the Introduction section
included
Operation Description
Members of groups with this privilege receive email
notification messages that contain the Operation
Description section
Link
Members of groups with this privilege receive email
notification messages that contain a hyperlink to
the View page of the record listed in the email message
History Comment
Members of groups with this privilege receive email
notification messages that include the history comment
entered during the operation that triggered the
notification message
Fields
Members of groups with this privilege receive email
notification messages that include the record's
fields that are
visible
to this user group via email
Signature
Members of groups with this privilege receive email
notification messages with the Signature section included
NetResults ProblemTracker
