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First steps

  • Add Additional Company Contact Fields
  • Accessing Iristrace’s web/desktop platform
  • Accessing Iristrace on mobile
  • Customizing Iristrace with your corporate image or logo
  • Customize your Iristrace environment
  • Changing the language of your account in Iristrace
  • Iristrace Menu Interface
  • Creating and answering a checklist in the web version of Iristrace

Checklists

  • How to View Checklists in the Kanban View
  • Creating and answering a checklist in the web version of Iristrace
  • How to answer a checklist from the Iristrace mobile app
  • How to create and answer a checklist from the web version of Iristrace
  • What additional options are available to the user when answering a checklist?
  • How to answer a checklist without connectivity (offline mode)
  • How to browse checklists in web version
  • How to filter the list of checklists in the web version
  • How to create an action plan in a checklist
  • How to set up a dynamic title per checklist
  • How to mass import checklists into Iristrace
  • How to manage incidents recorded in Iristrace
  • How to download an Excel file of incidents
  • Create and download checklist reports
  • How to assign a checklist to a user
  • How to change the department of a checklists

Templates

  • How to configure the visibility of a category of questions in a checklist based on its status
  • Archive Templates
  • How to create templates in Iristrace
  • What types of questions can be configured
  • What additional options can be configured in questions Excerpt
  • How to create default responses and reuse response structures
  • How to configure default responses
  • How to create statuses and status groups
  • How to create templates for action plans
  • How to examine the metadata in your templates
  • What are the additional functionalities of the templates?
  • How to customize a template
  • How to set basic scoring in templates
  • How to set up conditional questions
  • How to set up an advanced scorecard
  • How to Create a Random Question Template
  • How to set score thresholds for multiple choice questions

Workflows

  • How to create a Workflow to send notifications by email
  • How to create a Workflow to create checklists

Users

  • Checklist Access Control: Restrict Checklist Visibility by User and Template
  • “View Users” Permission
  • How to create a user
  • Managing Custom Permissions
  • How to mass customize user permissions

Departments

  • How to create a department
  • What are departments in Iristrace
  • How to create subdivisions
  • How to assign users to departments
  • How to customize the title “Departments”.

Reports

  • Exporting a report in Word format
  • How to customize PDF reports

Notifications

  • Creating a Notification Based on an Automatic Event
  • How to Generate a Notification According to a Time Periodicity
  • How to set up an automatic instant message (notifications)
  • How to download the requested reports

Data download

  • How to download an Excel file of incidents

Dashboard

  • How to create a dashboard

Recommendations for use

  • How to solve the most common web application stability issues
  • How to solve the most common problems with Iristrace access
  • How to resolve text mismatches in the calendar

Integrations & BI

  • Intermediate Database Iristrace
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  • Connecting MariaDB with Microsoft Power BI
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  • Connecting MariaDB with Google Looker Studio
  • Direct connection to MySQL Workbench
  • Connecting MariaDB to SAP Datasphere
  • Connection between MariaDB and Tableau
  • Connecting from Azure Synapse via local connection
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  • How to mass customize user permissions

How to mass customize user permissions

Iristrace allows mass configuration of user permissions. In this quick and agile way, there will be no need to go one by one modifying the permissions of each one of them.

1. Go to the “Users” tab #

Inside the users tab you will find a checkbox called “Configure permissions”, which will remain disabled until you select the users to configure.

2. Select the users to configure #

Once you have selected the users you want to modify, the following screen will appear after clicking on the “Configure permissions” option.

In this screen you will find 2 tabs:

  • Selected users.
  • User permissions.

3. Review user selection #

In this tab you will find an overview of all selected users. The information that appears about the users is:

  • Name and surname.
  • Email.
  • Role.

This way you can check that the users are the ones you want to choose, being able to deselect those who are not needed because they have been clicked by mistake.

4. Set permissions for selected users #

In this tab it asks about which permissions base you want to configure, if by a specific role or by a specific user.

4.1 For a specific role #

We have to differentiate that the roles (Admin, Inspector, Controller) have configured default permissions but each user can have specific permissions.

4.1.1. Select the role to inherit the permissions to be configured from #

If we select “From a specific role”, a screen will appear to select the role we want.

When you select a role, the permissions of the selected users will change to the permissions that are configured to the role you have chosen.

4.1.2. Modify the permissions to apply #

Then, a screen will appear to modify the configuration of these.

Once the new permissions have been set for the selected users, click on “Save” to finish configuring it.

4.2. For a specific user #

By clicking this option, you can change the permissions to which another user that is not in the list has been configured.

4.2.1. Select the user to inherit the permissions to be configured from #

First of all, we have to write the user we want the permissions base to change to the rest.

4.2.2. Change the permissions to be used #

When you click “Accept” the permissions will appear so that you can configure it based on the permissions of the user that is not in the list.

To finish the configuration click on “Save”.

Attention #

If you have already configured user rights, either by selecting a specific role or a specific user, but find that the role you selected is incorrect, the following message appears.

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Updated on November 16, 2022
Managing Custom Permissions

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Table of Contents
  • 1. Go to the "Users" tab
  • 2. Select the users to configure
  • 3. Review user selection
  • 4. Set permissions for selected users
    • 4.1 For a specific role
      • 4.1.1. Select the role to inherit the permissions to be configured from
      • 4.1.2. Modify the permissions to apply
    • 4.2. For a specific user
      • 4.2.1. Select the user to inherit the permissions to be configured from
      • 4.2.2. Change the permissions to be used
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