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ToggleEasily manage team access in TrackoField with new Roles & Permissions! Assign, restrict & control teams actions by role type.
Can’t risk giving TrackoField’s full access to your field team?
You don’t have to. With TrackoField’s latest update, the Roles & Permissions module under Access Management brings granular control to how your team accesses and interacts with every data.
From setting up custom roles for managers, HRs, and executives to cloning existing access profiles — managing field operations securely is now so simple & straight.
TrackoField now let root managers and admins set precise permissions for each user role (sub-manager, field executives & managers). Whether you’re managing a small regional field sales team or a nationwide field engineer, you can define what each team member can view, edit, create, or access—based on their role and responsibility.
🎯 The Purpose?
To empower teams with just the right amount of access—not too much, not too little. This helps:
Roles Assignment Module
Upon logging in TrackoField:
Add New Role Option in TrackoField
Once you click on that button, following screen with fields will be visible to you.
Add New Role Preview in TrackoField
In this opened screen, you’re required to fill out:
You Can Simply Clone Roles Too!
Clone Task Option in TrackoField
Pop-up to clone Roles
a) Control permissions for modules like:
b) You can easily define your sub-managers access level, whether it will be just View, Create, Edit, or Full Access.
Control What “Sub-Managers” Access in TrackoField
We’ve enhanced Field Executive role permissions, allowing Root Managers to assign precise access levels—View, Create, Edit, or Full Access—across critical modules such as Tasks, Customers, Sales Orders, Expenses, Conveyance, Payroll, and Goals.
This level of control ensures field executives only access what’s necessary, helping maintain data security and operational focus on the ground.
Control What “Field Executives” Access in TrackoField
Root Managers can define precise access levels for HR modules, including Manager & Executive Management, Team/Field Officer Settings, Shift Management, and Change Password Access.
Permissions can be tailored to allow full, view-only, or limited access.
For Payroll Permissions
For payroll, you can assign Full Access to manage Payroll Settings and Pay Runs, ensuring only authorized personnel handle sensitive compensation data.
Settings for HR to Regulate Payroll Access
What’s More in Roles & Permissions?
Take ownership of your field team’s data accessibility and control with confidence. TrackoField’s Roles & Permissions is here to make data control, accessibility & editing easy and seamless. Whether it’s view-only or full control, you decide who gets what.
Don’t over-share or risk your secure information & fields. Ensure just seamless, secure & accessible control from anywhere.
Must Read:
What’s new in TrackoField in April 2025?
Nandita is the Team Lead for Content Marketing at TrackoBit, bringing over a decade of experience in B2B, B2C, and IoT sectors. She has a proven track record of helping Read More
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