Admins are allowed to define user access to trackers in one of two ways. Trackers can be designated as:

• Public - All users can see and interact with public trackers; this is the default setting
• Restricted - Restricts visibility to chosen individuals and/or Teams

To restrict member permissions to a main tracker:

  1   Select Manage Tracker in the top menu or the 3-dot options menu next to the tracker name in the left drawer.

  2   Choose Tracker Permissions.

  3   Toggle on Restrict Access.

  4   Select the cog icon.

  5   Choose users or teams to restrict.

 

To restrict member permissions to a saved view:

  1   Select the caret next to the main tracker in the left drawer to expand all saved views.

  2   Select the 3-dot options menu next to the saved view.

  3   Choose Permission View.

  4   Toggle on Restrict Access.

  5   Select the cog icon.

  6   Choose users or teams to restrict.

 

To revert the tracker back to public status, move the Restricted toggle back to Public. A confirmation appears. Click Yes, make Public.

Permissions can also be set on individual tracker rows, rather than the entire listing. To set permissions on an individual row, scroll to the 'Permissions' column, double-click the padlock icon in the row you wish to set permissions on, and follow steps #3-6 above.

• If the 'Permissions' column head has been relabeled you can identify this column type by the cells containing a lock icon and the term of either 'Public' or 'Restricted'
• If the column is not already present in the tracker it can be added by clicking Edit Tracker and adding the column. (Navigate to the Permissions column, provide the column with a label and click Save)
• If the column is listed as greyed out in the 'Edit Tracker' list, but not visible within the tracker check 'Columns' as it is likely not enabled in the visible set of columns.

Once user access (public/restricted) has been established, further control of tracker interactions can be implemented by admins in the Permissions tab, by setting View, Edit, or Manage permissions in Feature Access.



To apply permissions by role:

  1   Click Permissions.

  2   Select the Feature Access tab.

  3   Select desired roles via checkbox in the 'Pick Roles to Review' right sidebar.

  4   In the left sidebar, scroll down to the 'Trackers' section.

  5   Select the desired tracker attributes for each role.

  6   Click Save at the top of the center panel to save changes.


See the table below to determine View, Edit, and Manage capabilities: