Configuration Manager - Revision history

Admin at 17:37, 18 February 2026

2026-02-18T17:37:05Z

← Older revision		Revision as of 13:37, 18 February 2026
Line 4:		Line 4:

	:For hosted agencies, the Configuration Manager is for managing users, resetting passwords, and unlocking accounts.		:For hosted agencies, the Configuration Manager is for managing users, resetting passwords, and unlocking accounts.
			:For non-hosted agencies, the Configuration Manager is for adjusting access levels, adding/updating export jobs, checking email notifications, sharing queries, and other functions.

	:~~For non-hosted agencies, the Configuration Manager is for adjusting access levels, adding/updating export jobs, checking email notifications, sharing queries, and other functions. <br>~~ Non-hosted agencies who do not use [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Active_Directory Active Directory (AD)] for TraCS may also manage users, reset passwords, and unlock accounts. <br> Please contact TraCS Support before touching anything other than user profile settings so that we may assist.   If a setting or job is adjusted improperly, TraCS will break.		::Non-hosted agencies who do not use [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Active_Directory Active Directory (AD)] for TraCS may also manage users, reset passwords, and unlock accounts. <br> Please contact TraCS Support before touching anything other than user profile settings so that we may assist.   If a setting or job is adjusted improperly, TraCS will break.

	How do I access the Configuration Manager?		How do I access the Configuration Manager?

Admin at 17:24, 18 February 2026

2026-02-18T17:24:16Z

← Older revision		Revision as of 13:24, 18 February 2026
Line 72:		Line 72:

	====Adding, Inactivating, Reactivating,and Updating Users====		====Adding, Inactivating, Reactivating,and Updating Users====

			Hosted Agencies may use the Configuration Manager or the [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Web_User_Management_Portal Web User Management Portal] to add and update users.   TraCS is happy to manage your users for you.   Email [mailto:support@tracsflorida.org support@tracsflorida.org] or submit a ticket to the help desk with the name, badge/ID, and access permissions and we will assist.


	Non-hosted agencies that use Active Directory (AD) for TraCS should not use the Configuration Manager to manage users.   All user management is done through AD.		Non-hosted agencies that use Active Directory (AD) for TraCS should not use the Configuration Manager to manage users.   All user management is done through AD.

Admin: /* Updating Existing Users */

2026-02-18T16:10:49Z

Updating Existing Users

← Older revision		Revision as of 12:10, 18 February 2026
Line 93:		Line 93:
	=====Updating Existing Users=====		=====Updating Existing Users=====

	There are occasions when you will want to update a user's ~~permissions,~~ User ID, name, badge number, rank, and/~~or email address~~.		There are occasions when you will want to update a user's User ID, name, badge number, rank, email address and or access levels/permissions.

	See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.		See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.

Admin at 16:10, 18 February 2026

2026-02-18T16:10:18Z

← Older revision		Revision as of 12:10, 18 February 2026
Line 96:		Line 96:

	See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.		See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.

	~~=====Updating Access Levels/Permissions=====~~

	~~See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this page] for steps on how to update a user's access levels/permissions.~~

Admin: /* =Updating Access Levels/Permissions */

2026-02-18T16:09:14Z

=Updating Access Levels/Permissions

← Older revision		Revision as of 12:09, 18 February 2026
Line 97:		Line 97:
	See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.		See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.

	======Updating Access Levels/Permissions=====		=====Updating Access Levels/Permissions=====

	See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this page] for steps on how to update a user's access levels/permissions.		See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this page] for steps on how to update a user's access levels/permissions.

Admin: /* Adding, Inactivating, Reactivating,and Updating Users */

2026-02-18T16:09:03Z

Adding, Inactivating, Reactivating,and Updating Users

← Older revision		Revision as of 12:09, 18 February 2026
Line 97:		Line 97:
	See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.		See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.

	======[https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels~~/PermissionsUpdating Access Levels~~/Permissions]~~======~~		======Updating Access Levels/Permissions=====

			See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this page] for steps on how to update a user's access levels/permissions.

Admin: /* Updating Access Levels/Permissions */

2026-02-18T16:07:27Z

Updating Access Levels/Permissions

← Older revision		Revision as of 12:07, 18 February 2026
Line 97:		Line 97:
	See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.		See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.

	======~~Updating Access Levels/Permissions======~~		======[https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/PermissionsUpdating Access Levels/Permissions]======

	~~'''Section in progress...'''~~

	~~Search for the user and then highlight them on the User List on the left side of the screen.   Their information will show on the right side.~~

	~~The~~ [https://www.tracsflorida.org/wiki/index.php?title=~~Access_Levels~~ Access Levels~~] page lists the permissions that are included with each level.   Agency~~/~~System Administrators have a lot of permissions that other users do not have. Be sure Agency Administrator/System Administrator sections on that page before granting a user an administrative role.~~


	<u>DO NOT</u> inactivate, reset the password, or make changes to any User ID that has tracs in the name. <br> These accounts are used by the TraCS team to add numbers and also for exporting your forms to the state. <br> Making changes to these accounts or inactivating them accounts will cause your exports to stop.

	~~<u>DO NOT</u> inactivate, reset the password, or make changes to any User ID that has recordsdataentry in the name. <br> These accounts are used by the TraCS team for numbering forms.~~

	<u>DO NOT</u> change anything in the User Defaults ID field.   You will wipe out the user defaults including agency info and officer name on forms, night mode, zoom settings, and favorite searches.



	~~[[Image:Wiki_Under_Construction.jpg]~~]

Admin: /* Updating Existing Users */

2026-02-18T16:01:57Z

Updating Existing Users

← Older revision		Revision as of 12:01, 18 February 2026
Line 95:		Line 95:
	There are occasions when you will want to update a user's permissions, User ID, name, badge number, rank, and/or email address.		There are occasions when you will want to update a user's permissions, User ID, name, badge number, rank, and/or email address.

	~~'''IMPORTANT!''' - When updating users, <u>do not change anything in the User Defaults ID field - EVER<~~/u>. ~~  You will wipe out the user's default settings including agency info and officer name on forms, night mode, zoom settings, and any searches that have been created~~.		See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Existing_Users this page] for steps on how to do it.

	~~======Updating Name, Badge, Rank, or Email Address======~~

	Search for the user and then highlight them on the User List on the left side of the screen.   Their information will show on the right side. <br>Make any changes to the name, badge number, rank, or email address and then press Apply at the bottom right.

	~~====~~=~~=Updating the User ID======~~

	~~Search~~ for ~~the user and then highlight them on the User List~~ on the left side of the screen.   Their information will show on the right side. <br> Change the User ID.   This will require a password change.   When prompted, type in a password and remember it so you can give it to the user. <br>Make any other changes to ~~the user profile that are needed and press Apply at the bottom right.~~

	~~'''IMPORTANT!''' - When updating users, <u>~~do not change the User Defaults ID</u>.   You will wipe out the user's default settings including agency info and officer name on forms, night mode, zoom settings, and any searches that have been created.   Leave it ~~as is~~.

	======Updating Access Levels/Permissions======		======Updating Access Levels/Permissions======

Admin: /* Reactivating Users */

2026-02-18T15:58:53Z

Reactivating Users

← Older revision		Revision as of 11:58, 18 February 2026
Line 89:		Line 89:
	=====Reactivating Users=====		=====Reactivating Users=====

	~~To reactivate a user, change the Inactive User field at the bottom left side to True and press Search.   The list will show in italics.~~		See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Reactivating_Users this page] for steps on how to reactivate a user.

	~~Select the user you wish to reactivate. <br> Press the Activate button or change the Inactive User field on the right side to False.<br> Make changes to~~ [https://www.tracsflorida.org/wiki/index.php?title=~~Configuration_Manager~~#~~Updating_Existing_Users the name, badge, email~~], and/or [https://www.tracsflorida.org/wiki/index.php?title=Configuration_Manager#Updating_Access_Levels/Permissions access levels] as needed.<br>Reset the [https://www.tracsflorida.org/wiki/index.php?title=Configuration_Manager#Resetting_Passwords user~~'s password], then press Apply.~~

	~~[[File:ConfigActivate~~.~~png]]~~

	=====Updating Existing Users=====		=====Updating Existing Users=====

Admin: /* Inactivating Users */

2026-02-18T15:57:45Z

Inactivating Users

← Older revision		Revision as of 11:57, 18 February 2026
Line 85:		Line 85:
	=====Inactivating Users=====		=====Inactivating Users=====

	~~Search for the user you wish to inactivate and highlight them~~. ~~  Press the Deactivate button and press Apply or change the Inactive User field under User Information to True and the press Apply~~.		See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Inactivating_Users this page] for steps on how to inactivate a user.

	~~<u>DO NOT<~~/~~u> inactivate or make changes to any User ID that has tracs in the name~~. ~~<br> These accounts are used by the TraCS team to add numbers and also~~ for ~~exporting your forms~~ to ~~the state. <br> Making changes to these accounts or inactivating them accounts will cause your exports to stop.~~

	~~<u>DO NOT</u>~~ inactivate ~~or make changes to any User ID that has recordsdataentry in the name. <br> These accounts are used by the TraCS team for numbering forms~~.

	=====Reactivating Users=====		=====Reactivating Users=====