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  1. Create public views? In classic TV I could create a view that was public to anyone with the link. Is that possible in new TV?

    Can I create public views? In classic TV I could create a view that was public to anyone with the link. Is that possible in new TV?

    2 votes
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    2 comments  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  2. API Admin Rights

    I noticed that single application administrators have access to the TrackVia API.

    I would like to see access to the API access raised up to the Account Authority only.

    The reason, is that the Account Authority is will have the knowledge for the TrackVia account, the pricing plan, and any limitations the pricing plan has with the API.

    An App Admin may not have this information on the subscription, plan, or invoicing, and may exceed the subscription limits. Only the Account Authority should be the approver for anything relating to account expenses.

    1 vote
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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  3. Integrate my trackvia data into my website !

    I have thousand users in my site,if they want access this information without have credentials of trackvia and also they have download this data is it possible using trackvia ?

    9 votes
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    under review  ·  3 comments  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  4. Setting Record and Field Permissions

    Reading through the KB and Forums, I've been able to piece together how Record and Field level permissions work, and looking for confirmation.

    To limit what a user sees, we need to:
    1. Create a View which holds the Records and Fields the user is allowed to see.
    2. Create a Role specific to that View
    3. Add the User to that Role
    4. Create a Form and pair with the View

    This seems pretty cumbersome, so not sure if I'm understanding correctly (from: http://help.trackvia.com/forums/216889-how-to-questions/suggestions/5927293-limit-access-to-specific-fields-by-role)

    User > Role > View/Form

    Thanks !

    1 vote
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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  5. Super Admin vs. Admin ?

    Hi,

    I'm looking for confimation in my understanding of Admin user permissions.

    There are two (2) Admin permissions in the system: Super-Admin and Admin.

    My understanding is:

    - Super Admin is the See Everything/Do Everything account level permissions that over-ride any application level permissions granted. This is set on the users account.

    - Application Admin gives all access (read/write/delete etc) for everything within in the specific application ONLY (not outside of this application). This permission is set within the Role the user is assigned to. Question: If the Super-Admin specifies the View for a table which does not show all…

    0 votes
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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  6. regain access to dashboards and views

    My colleague and I recently lost access to viewing the various dashboards and views in our test trial app and an "error" keeps popping up whenever we try to access a page

    3 votes
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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  7. limited role can't edit table even though all maximum permissions are set.

    As you can see in the attached screen shots, I can't edit the asset and member drop down menus to create a new activity record. The checkout is a view of the activity table which is a child of both the member and the asset table. For limited role I have all settings to the maximum allowed permissions. It is only the assets and members drop down lists that don't show up.

    Thanks!

    1 vote
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    2 comments  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
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