Managing Users - Revision history

Admin: /* Web User Management Portal */

2026-03-10T15:30:00Z

Web User Management Portal

← Older revision		Revision as of 11:30, 10 March 2026
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	To access the web portal initially, log into TraCS, go to the Tools tab, and press the User Management button.<br>You will be taken to the web portal website.<br>Bookmark the website in your browser.		To access the web portal initially, log into TraCS, go to the Tools tab, and press the User Management button.<br>You will be taken to the web portal website.<br>Bookmark the website in your browser.

	A training guide is on [https://www.tracsflorida.org/wiki/index.php?title=Training_Materials this page]. ~~ ~~ The portal is best used for resetting passwords and inactivating users.   If you are going to add or update accounts, use the [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Adding,_Inactivating,_Reactivating,_and_Updating_Users Configuration Manager].		A training guide is on [https://www.tracsflorida.org/wiki/index.php?title=Training_Materials this page].

			The portal is best used for resetting passwords and inactivating users.   If you are going to add or update accounts, use the [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Adding,_Inactivating,_Reactivating,_and_Updating_Users Configuration Manager].

	===Active Directory (Non-Hosted Only)===		===Active Directory (Non-Hosted Only)===

Admin: /* Web User Management Portal */

2026-03-10T15:29:36Z

Web User Management Portal

← Older revision		Revision as of 11:29, 10 March 2026
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	The web user management portal is available to all hosted agencies and can be made available to non-hosted agencies upon request.		The web user management portal is available to all hosted agencies and can be made available to non-hosted agencies upon request.

	The portal may be accessed on any device that has the internet.		The portal may be accessed by agency administrators on any device that has the internet.   The credentials are the same as the ones you use for the TraCS desktop application.

	To access the web portal initially, log into TraCS, go to the Tools tab, and press the User Management button.<br>You will be taken to the web portal website.<br>Bookmark the website in your browser.		To access the web portal initially, log into TraCS, go to the Tools tab, and press the User Management button.<br>You will be taken to the web portal website.<br>Bookmark the website in your browser.

			A training guide is on [https://www.tracsflorida.org/wiki/index.php?title=Training_Materials this page].   The portal is best used for resetting passwords and inactivating users.   If you are going to add or update accounts, use the [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Adding,_Inactivating,_Reactivating,_and_Updating_Users Configuration Manager].

	===Active Directory (Non-Hosted Only)===		===Active Directory (Non-Hosted Only)===

Admin: /* Updating Access Levels/Permissions */

2026-02-23T22:02:12Z

Updating Access Levels/Permissions

← Older revision		Revision as of 18:02, 23 February 2026
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	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.		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.

	~~For~~ Reviewing Supervisor ~~level~~ and ~~above~~, the User Information Access Levels and the Associated Users Access Levels <u>must match exactly</u>.   If they do not match, the new permissions will not work.		When granting Agency Administrator, Reviewing Supervisor, and Supervisor permissions, the User Information Access Levels and the Associated Users Access Levels <u>must match exactly</u>.   If they do not match, the new permissions will not work.

	[[File:SupervisorAccessLevels.png]]		[[File:SupervisorAccessLevels.png]]

Admin: /* Updating Access Levels/Permissions */

2026-02-23T21:59:46Z

Updating Access Levels/Permissions

← Older revision		Revision as of 17:59, 23 February 2026
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	For Reviewing Supervisor level and above, the User Information Access Levels and the Associated Users Access Levels <u>must match exactly</u>.   If they do not match, the new permissions will not work.		For Reviewing Supervisor level and above, the User Information Access Levels and the Associated Users Access Levels <u>must match exactly</u>.   If they do not match, the new permissions will not work.

	[[File:~~SupervisorAccesslevels~~.png]]		[[File:SupervisorAccessLevels.png]]

	====Resetting Passwords====		====Resetting Passwords====

Admin: /* Updating Access Levels/Permissions */

2026-02-23T21:58:50Z

Updating Access Levels/Permissions

← Older revision		Revision as of 17:58, 23 February 2026
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	For Reviewing Supervisor level and above, the User Information Access Levels and the Associated Users Access Levels <u>must match exactly</u>.   If they do not match, the new permissions will not work.		For Reviewing Supervisor level and above, the User Information Access Levels and the Associated Users Access Levels <u>must match exactly</u>.   If they do not match, the new permissions will not work.

			[[File:SupervisorAccesslevels.png]]

	====Resetting Passwords====		====Resetting Passwords====

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

2026-02-23T21:57:13Z

Adding, Inactivating, Reactivating, and Updating Users

← Older revision		Revision as of 17:57, 23 February 2026
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	If a level is under Associated Users, you ''must'' have a matching level in the User Information section in order for the profile to work properly.   For example, a typical officer will have the ability to create and edit their own forms but only search, view, and print forms for others.   They will have Records and Reporter in the User Information section and Records under Associated Users.   A typical Records user will have Records in both places since they only need to search, view, and print forms.   Supevisors will need the ability to approve and reject reports.		If a level is under Associated Users, you ''must'' have a matching level in the User Information section in order for the profile to work properly.   For example, a typical officer will have the ability to create and edit their own forms but only search, view, and print forms for others.   They will have Records and Reporter in the User Information section and Records under Associated Users.   A typical Records user will have Records in both places since they only need to search, view, and print forms.   Supevisors will need the ability to approve and reject reports.

	This is what a typical officer's account will look like.   ~~If you have officers who need the ability to update other users' reports but not approve and reject them, add Reporter to their Associated User access levels~~. ~~  Examples would be~~ a ~~THI or Hit & Run investigator~~.		This is what a typical officer's account will look like.   See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this section] for a typical supervisor account.

	~~See [https://www~~.~~tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this section] for~~ a ~~typical supervisor account~~.		If you have officers who need the ability to update other users' reports but not approve and reject them, add Reporter to their Associated User access levels.   Examples would be a THI or Hit & Run investigator.

	[[File:OfficerAccessLevels.png\|center]]		[[File:OfficerAccessLevels.png\|center]]

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

2026-02-23T21:55:17Z

Adding, Inactivating, Reactivating, and Updating Users

← Older revision		Revision as of 17:55, 23 February 2026
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	If a level is under Associated Users, you ''must'' have a matching level in the User Information section in order for the profile to work properly.   For example, a typical officer will have the ability to create and edit their own forms but only search, view, and print forms for others.   They will have Records and Reporter in the User Information section and Records under Associated Users.   A typical Records user will have Records in both places since they only need to search, view, and print forms.   Supevisors will need the ability to approve and reject reports.		If a level is under Associated Users, you ''must'' have a matching level in the User Information section in order for the profile to work properly.   For example, a typical officer will have the ability to create and edit their own forms but only search, view, and print forms for others.   They will have Records and Reporter in the User Information section and Records under Associated Users.   A typical Records user will have Records in both places since they only need to search, view, and print forms.   Supevisors will need the ability to approve and reject reports.

	This is what a typical officer's account will look like.   See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this section] for a typical supervisor account.		This is what a typical officer's account will look like.   If you have officers who need the ability to update other users' reports but not approve and reject them, add Reporter to their Associated User access levels.   Examples would be a THI or Hit & Run investigator.

			See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this section] for a typical supervisor account.

	[[File:OfficerAccessLevels.png\|center]]		[[File:OfficerAccessLevels.png\|center]]

Admin: /* Adding Users */

2026-02-23T13:59:14Z

Adding Users

← Older revision		Revision as of 09:59, 23 February 2026
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	If a level is under Associated Users, you ''must'' have a matching level in the User Information section in order for the profile to work properly.   For example, a typical officer will have the ability to create and edit their own forms but only search, view, and print forms for others.   They will have Records and Reporter in the User Information section and Records under Associated Users.   A typical Records user will have Records in both places since they only need to search, view, and print forms.   Supevisors will need the ability to approve and reject reports.		If a level is under Associated Users, you ''must'' have a matching level in the User Information section in order for the profile to work properly.   For example, a typical officer will have the ability to create and edit their own forms but only search, view, and print forms for others.   They will have Records and Reporter in the User Information section and Records under Associated Users.   A typical Records user will have Records in both places since they only need to search, view, and print forms.   Supevisors will need the ability to approve and reject reports.

	This is what a typical officer's account will look like.   See [tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this section] for a typical supervisor account.		This is what a typical officer's account will look like.   See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this section] for a typical supervisor account.

	[[File:OfficerAccessLevels.png\|center]]		[[File:OfficerAccessLevels.png\|center]]

Admin at 13:58, 23 February 2026

2026-02-23T13:58:09Z

← Older revision		Revision as of 09:58, 23 February 2026
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	If a level is under Associated Users, you ''must'' have a matching level in the User Information section in order for the profile to work properly.   For example, a typical officer will have the ability to create and edit their own forms but only search, view, and print forms for others.   They will have Records and Reporter in the User Information section and Records under Associated Users.   A typical Records user will have Records in both places since they only need to search, view, and print forms.   Supevisors will need the ability to approve and reject reports.		If a level is under Associated Users, you ''must'' have a matching level in the User Information section in order for the profile to work properly.   For example, a typical officer will have the ability to create and edit their own forms but only search, view, and print forms for others.   They will have Records and Reporter in the User Information section and Records under Associated Users.   A typical Records user will have Records in both places since they only need to search, view, and print forms.   Supevisors will need the ability to approve and reject reports.

	This is what a typical officer's account will look like.   See [~~acsflorida~~.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this section] for a typical supervisor account.		This is what a typical officer's account will look like.   See [tracsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this section] for a typical supervisor account.

	[[File:OfficerAccessLevels.png\|center]]		[[File:OfficerAccessLevels.png\|center]]

Admin: /* Adding Users */

2026-02-20T22:07:31Z

Adding Users

← Older revision		Revision as of 18:07, 20 February 2026
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	You will notice that users have Access Level(s) under User Information (top section) on their profile as well as Access Level(s) under Associated Users (bottom section).   The User Information levels are a combination of what the user may do to their own forms and what they may do to other people's forms.   The Associated User levels are what a user may do to other people's forms.		You will notice that users have Access Level(s) under User Information (top section) on their profile as well as Access Level(s) under Associated Users (bottom section).   The User Information levels are a combination of what the user may do to their own forms and what they may do to other people's forms.   The Associated User levels are what a user may do to other people's forms.

	If a level is under Associated Users, you ''must'' have a matching level in the User Information section in order for the profile to work properly.   For example, a typical officer will have the ability to create and edit their own forms but only search, view, and print forms for others.   They will have Records and Reporter in the User Information section and Records under Associated Users.   A typical Records user will have Records in both places since they only need to search, view, and print forms.   Supevisors will ~~also~~ need to approve and reject reports.		If a level is under Associated Users, you ''must'' have a matching level in the User Information section in order for the profile to work properly.   For example, a typical officer will have the ability to create and edit their own forms but only search, view, and print forms for others.   They will have Records and Reporter in the User Information section and Records under Associated Users.   A typical Records user will have Records in both places since they only need to search, view, and print forms.   Supevisors will need the ability to approve and reject reports.

	This is what a typical officer's account will look like.   See [acsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this section] for a typical supervisor account.		This is what a typical officer's account will look like.   See [acsflorida.org/wiki/index.php?title=Managing_Users#Updating_Access_Levels/Permissions this section] for a typical supervisor account.