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Adding Trackwork and Diary permissions to users

Add permissions so users can access Trackwork and Diary

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Written by Leanne Munt
Updated over 10 months ago

The following permissions relate to Trackwork and Diary.

Add the permission that is required for the user in Account then select User tab to add the permissions - only a user with admin access can add permissions

If the user does not have access to Essentials, then an invite will be required.

The permissions are

  • Trackwork - web app

    • Trackwork View - only gives user access to Work Management and changes cannot be made

    • Trackwork - Edit - full access to Trackwork Allocation and Work Managment with the ability to make changes

  • Mobile Trackwork

    • Mobile Trackwork - View - the Trackwork button on the mobile app will be visible and access to all options will be available

    • Mobile Work Item - Edit - allows a user to update work profile work items

  • Diary - web app

    • Diary - View - Access to the calendar and timeline but unable to edit

    • Diary - Edit - Access to the Diary and able to add and update work

    • Horse Diary - View - view the calendar under the individual horse

  • Mobile Diary

    • Mobile Show All Work - to view all work assigned otherwise only work assigned to the user will be displayed on the calendar

    • Note - if there are no practitioners assigned in the db then all work will be displayed on the calendar

  • Work Profiles

    • Work profiles - able to see the work profile, section and item tabs under Settings to add and update work profiles


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