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The TrackStudio Permissions model
Introducing the permissions model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What permissions mean in practice ,[object Object],[object Object],[object Object],[object Object],[object Object]
Essential concepts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Base or Own Status ,[object Object],[object Object]
Base Status availability ,[object Object],[object Object],[object Object],[object Object]
Base Status rights ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Task field-related permissions ,[object Object],[object Object]
User field-related permissions ,[object Object],[object Object]
Task object-related permissions ,[object Object],[object Object]
User object-related permissions ,[object Object],[object Object]
Setting Task or User field-related permissions ,[object Object],Greyed-out permissions cannot be changed
Assigned Statuses within context of a Task ,[object Object],Stuart Manske has a base status of 030 software developer but in this task he is acting as a tester Jesse Levon has two statuses in this task ,[object Object],[object Object],[object Object]
Effective Statuses ,[object Object]
Behaviour of base Statuses ,[object Object],[object Object],[object Object]
Statuses in practice ,[object Object],[object Object],[object Object],[object Object]
Status model option examples Simple Status Model where Statuses reflect role within the organisation Matrix Status Model where Statuses reflect role within any particular project
Connections to Tasks ,[object Object],[object Object],[object Object],[object Object]
Granting access to a Task ,[object Object],[object Object],[object Object],Selecting a Status will grant access to the Task to all Subordinates of the logged-in user who have that Status.
Users and Task Tree connections ,[object Object]
Users and Task Tree views ,[object Object],Charles Parmenter Chris Tuck John Smith Note that in the as-installed DB, of these, only User jsmith has the Navigation tree option in his profile set to “All tasks and users”: If a User has the right to edit his/her own profile (User Security), he/she may choose to change the view of the navigation tree but this will make the UI appear more complex.
Connections to other Users ,[object Object],[object Object],[object Object]
Granting access to a User ,[object Object],[object Object],[object Object]
Category creation permissions ,[object Object],[object Object]
Category-related permissions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Category permissions matrix ,[object Object],[object Object]
Understanding the permission matrix ,[object Object],[object Object],Nobody of that Status has the Permission All of that Status have the Permission A User of that Status has the Permission if he/she is the Handler of the Task. A User of that Status has the Permission if he/she is the Submitter of the Task. A User of that Status has the Permission if he/she is the Handler or Submitter of the Task. Note that in the case of the “Can Create” and the “Can be Handler” permissions of a Category the terms Handler and Submitter refer to the Handler and Submitter of the PARENT task (the Task under which the new Task is being created).
Categories – the final step ,[object Object],[object Object]
The hierarchical Task Tree ,[object Object],[object Object],[object Object]
Setting what Tasks can be sub-Tasks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How to create a Relation ,[object Object],[object Object],[object Object],[object Object]
Workflow message-related permissions ,[object Object],[object Object],[object Object],[object Object],[object Object]
Workflow message permissions matrix ,[object Object]
Custom Field related permissions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Workflow custom fields ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],Workflow custom field permissions For the Task>Edit page, not only is one able to specify what the Status the User has to have but one is also able to specify the State that the task needs to be in for the field to be viewed or its value modified. One is able to specify in what the State/s the task needs to be in for the field to be viewed or its value modified within the Create Message view.  Whether the User is able to view and/or modify is controlled by the User’s permission to create that Message type.
Workflow custom field permissions matrix ,[object Object],[object Object]
E-mail submission permissions ,[object Object],[object Object],[object Object],[object Object]
Usernames and Passwords ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thank you for listening ,[object Object]

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TrackStudio Permissions

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