Permission Terms

Permissions

The feature that allows you to set and customize user access to pages, features and abilities within Securitytrax.

Permission Group

Permission Groups are used to define a set of Roles, Grants, and Policies. Permission Groups are then assigned to users to give necessary access and responsibilities within the system.  A user can only be a member of one Group at a time.

Permission Category

A Permission Category contains related Resources. The following Permission Categories exist in Securitytrax:

• Content Management
• Calendar Event
• Tag
• System Management
• Equipment/Inventory
• Customer
• User
• Dashboard Card
• Reports
• Leads

Resource

A Resource represents an object and its associated properties in the system, such as a customer or user. A Resource can have related Resources. For example, a customer can have one or many customer_files. A Resource also has associated Attributes. Click here for a list of all current Resources in Securitytrax.

Attribute

Attributes are data points that exist on Resources. For example, these are a few of the Attributes on the customer Resource:

• First name
• City
• Sale Date

Note: Not every Resource will have Attributes listed.

Grant

Grants describe the actions that are available on Resources. A Resource can have one or more applicable Grants. The most commonly used Grants in Securitytrax are as follows:

• View 

Allows the User to view information on the Resource

• Create

Allows the User to create information on the Resource

• Modify

Allows the User to modify information on the Resource

• Delete

Allows the User to delete information on the Resource

Other Resource specific Grants do exist and will relate to the Resource they live on.

Policy

A Policy allows you to limit a Permission Group or user's access to a particular Resource . The limitations available will vary from Resource to Resource. On the customer Resource you can apply Policies which limit based on assignments, creation, office location or even sale date. The Policy allows for customization of Grants on the Resource.

Example: 

I want to allow the sales rep that is assigned to the customer to view that customer. I do not want them to be able to view a customer they are not assigned to. The Grant allows us to give permission for a user to view the customer. The Policy limits the permission so they can only view the customer where they are the assigned sales rep.

Note: Not every Resource will have Policies you can use to limit the Grant.

Group Policy

A Policy associated with a Permission Group that will apply to all Users within the Permission Group.

User Policy

Provides the ability to override (or append to) the Policies applied a user’s assigned Group.  User Policies are specific to the user and do not effect the Groups' Policies on a Resource.

Role

Roles define specific responsibilities within the system. Roles help determine who is available for certain types of work. Roles define many of the drop downs that exist in Securitytrax that allow you to assign Users on a customer. For example, when creating a customer only users who have the Sales Rep Role can be assigned as the sales rep on the customer.

Roles also unlock specific dashboard cards that will display on a User's dashboard when they log into Securitytrax.

Certain Roles also unlock tabs on the Customer and User pages in Securitytrax.

The following Roles exist in Securitytrax:

• Sales Representative

This Role is required in order for a User to be assigned as Sales Rep on the customer.

• Technician

This Role is required in order for a User to be assigned as the Technician on an appointment.

Unlocks the Technician tab on the User's home page.

Unlocks the Role Settings tab on the User's page located in the Admin section Users and Permissions.

• Task Assignee

This Role is required in order for a User to be assigned a Task on the customer.

Unlocks the Tasks tab on the User's home page and the Notes & Tasks tab on the Customer page .

• Work Order Assignee

This Role is required in order for a User to be assigned a Work Order on the customer.

Unlocks the Work Orders tab on the User's home page and the Customer page.

• At-Risk Assignee

This Role is required in order for a User to be assigned as the Technician on an appointment.

Unlocks the At-Risk Entries tab on the User's home page and the Customer page.

• Lead Representative

This Role is required in order for a User to be assigned an At-Risk Entry on a customer.

Note:  Many of drop down selections in Securitytrax  tie directly to Roles. If a User is not displaying in a drop down when you think they should be, then check their Roles on a Permission Group.