How can we improve TrackVia? What features should come next?

Super Admin Default Form

Can you add the feature for Super Admin's to select a default form instead of using the generic form. It is very time consuming to constantly have to change it to the preferred form when viewing records. We should be able to select the record and view it the same way a limited user sees it.

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    Riccardo Cervini shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    1 comment

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      • Cristina commented  ·   ·  Flag as inappropriate

        Hello Riccardo,

        Thank you for reaching out!

        You do have the ability to set your preferred forms by creating a role for yourself or adding your user to an existing role. When setting up the role, for each table you assign access to views. Then for each view, you select the form to open when viewing data, therefore telling the system which form to use as the default for your user. Roles can be used to restrict access for limited users and they are also used to establish your preferences as an administrator of the application.

        For more information regarding setting up a role, please reference the following knowledge base article: http://help.trackvia.com/knowledgebase/articles/245683-how-to-create-a-role-to-assign-permissions

        Regards,

        Cristina

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