Glossary of TrackVia Terms

Permissions

Super Admin

Account-level administrator with full access to the entire system. Permissions available only to a Super Admin:
  • Create new Apps
  • Add and remove Users
  • Billing and Account Management
  • Plus everything from App Admin

App Admin

App-level Role with full administrative access to the App for which the user is an Admin. Permissions available to the App Admin:
  • Create, modify and delete Roles, Tables, Views, Forms, Filters, and Dashboards
  • Manage User-to-Role assignment
  • Access to the App Overview page
  • Plus everything from Limited User

Limited User

Controlled (Admin-defined) access to viewing App components and working with Records
  • "Read-only" access to Views, Forms, and Dashboards
  • Configurable access to create and modify Records. (Record management permissions are controlled by Role settings)

Role

App-level container for user permissions. Each App can have a variety of Roles, each with multiple Users in it, that grant access to different components of an App depending on the role of the User.

Account Organization

Account

The top level of your TrackVia account

App

At its core, an App is the container for a set of Tables and all related data management elements such as Views, Forms and Dashboards. An Account can contain any number of Apps, each with unique use cases and permission schemes. For example, CRM, Business Operations, HR, etc; where each is wholly independent from one another.

Dashboard

A collection of Views and/or Forms that can be saved and assigned to one or more users to see and use. Multiple Dashboards can be created with any combination of elements from a single App.

Homepage

Any Dashboard from an App can be set as a homepage for a user, and this setting is configured through the Role Designer (after creating and saving a Dashboard in the Dashboard designer). If there are multiple Apps available to a single user, each App can have a Dashboard set as that App's homepage. In this case tabs will appear across the top of the user's homepage, where the user can quickly jump to their homepage for each App.

Data Management

Table

This is where data is stored and defines the structure for the data underlying an App. The Table Designer allows you to name fields, specify data types for each field, and define what order data appears in. The order and name of fields can be customized within the View Builder for individual Views. Settings made on a View will not affect the underlying Table itself. Note: A view named "Everything" is automatically created for each Table in the system, and this Everything View is how you see the data for a Table.

Field

A single column of data whose name and type can be defined within the Table Designer

Record

One row of data within a Table that can contain any number of Fields

Form

Used to create, edit, or view a single Record. A Default Form is created for every Table that displays every Field from the Table. Custom forms can be created to display a different set of Fields in a custom layout.

Views

Chart

Charts are used to graphically represent your data and ease the ability to understand large sets of data

Grid

A more customizable table view where you can choose which fields to include, reorder and rename your field names, and even resize the row height.  You can also create a grouped summary view by applying a calculation and grouping by a field in the Format tab.

Note: Changing the name of a field in this view will rename the column in the view but not the table.

Filter

Creates a view that only displays records that meet a certain criteria. Filters allow you to use 'and' and 'or' logic based on the fields in your table to return a subset of data.


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