Overview
Roles control what each user can see and do in TeamTrace. When you create a role, you turn on the permissions (toggles) that users in that role need, choose a dashboard view, and save the role. This article explains what each permission does and how to manage roles after they are created.
Permission Matrix
Autopilot
| Permission | What it allows |
| Autopilot | Gives the role access to custom alert lists for various scenarios, along with the associated logs. |
Leave
| Permission | What it allows |
| My Leave | Users in this role can view their own leave records. |
| Company Leave | Users in this role can view leave records for all employees across the organization. |
Productivity
| Permission | What it allows |
| My Screenshots | Users see their own activity data and screenshots. |
| People Screenshots | Users see activity data and screenshots for all users across the organization. |
| Live Screen | Users can view their own live screen feed. |
| Own Manual Time Add | Users can manually log their own time when there is a discrepancy. |
| Concerned People Manual Time Add | Users can manually add time on behalf of other users when a discrepancy arises. |
| Field People | Shows the availability of field personnel who are managed through a separate platform. |
| Live People | Shows whether other users are logged in for the day and what they are currently working on. This shows availability only. It does not show other users' screenshots. |
| Concerned People Screenshot Delete | Users can delete screenshots that belong to other users. Deleting a screenshot also removes the associated time from that user's timesheet. |
Tabs and Sections
| Permission | What it allows |
| Resource | Gives access to the Resource tab, which includes Skill Search, People Movement and Staff Compare. |
| Analytics | Gives access to the Analytics tab, which includes multiple report types. |
| Billing | Gives access to the Billing tab. |
| Settings | Gives access to the Settings tab. |
Dashboard
Use the Dashboard drop-down to assign the dashboard view for users in this role. Each option offers a different user interface designed for different workflows.
How to Save a New Role
- Turn on the permissions the role needs.
- Select the appropriate dashboard from the Dashboard drop-down.
- Click Add Role to save the role to your organization.
Manage Existing Roles
After a role is created, you can at any time:
- Update the role.
- Duplicate the role.
- Delete the role.
- Filter by role name to find a specific role.
Assign the Role to a User
When you create a new user in your organization, the newly created role is available to select for that user.
Notes
- Deleting another user's screenshot also removes the linked time from their timesheet, so grant Concerned People Screenshot Delete carefully.
- Live People shows availability only, not screenshots.
Troubleshooting
| Problem | What to check |
| A user can't see a tab such as Resource, Analytics, Billing or Settings | Check that the matching toggle is enabled on the user's role. |
| A user can see only their own screenshots | Check whether People Screenshots is enabled for the role. My Screenshots shows only the user's own data. |
| The new role isn't available when creating a user | Confirm the role was saved by clicking Add Role. |
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