Roles and Permissions

To maintain the confidentiality of every department in one organization, manage the access permission based on their role.

The module is designed to:

Maintain data security

Not overwhelming employees with irrelevant data

Department-wise requirement-based access.

Step 1: Log in on the Teamtrace portal

Step 2: On the Navbar, click on the dropdown of ‘Settings’. The list would open, and from there click on Role. The screen for role management would open.

Step 3: Click on Add to add different roles in your organization.

Step 4: To create the role fill up the fields, add the role name, and in the description write down the reason for providing access.

Step 5: To provide access to the entire departmental activities click on the top-most check box beside the role name box cards. To customize the permission list, only click on the check box you want to provide access for that particular role.

Step 6: Click on ‘Submit’ to complete the changes.

Additional Feature: You can search for specific roles