January 2022: New Roles Page

Welcome to your new roles page! Please watch the overview video when you first arrive. If you haven’t seen it, you can find it here:

Role/User management

You can now add users in bulk, and even easily move people who were previously assigned to other roles. 


When you add a Dashboard to the role, the system will automatically add all of the resources on the Dashboard to the role for you. 


Likewise with Flows, when you add a Flow to your role, all of the resources included in the Flow will automatically be added to the role. 


We’ve added a new Forms section that gives you finer control over forms. With this capability you can now have multiple create forms on a table. 

We’ve also made the system smarter to alert you when you might be missing necessary permissions on a form. For example, if you add a preferred parent view or a child view to a form, TrackVia will make sure you know to add that resource or permission to the role.

We hope you find the roles page much easier to use - and if you have any suggestions, please share!

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