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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
  • Data model
  • Connecting MariaDB with Microsoft Power BI
  • Conectar MariaDB con JDBC
  • ODBC data source
  • 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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  • “View Users” Permission

“View Users” Permission

What is the “View Users” Permission? #

The “View Users” permission in Iristrace is a functionality designed to control access to the ‘Users’ tab on the platform, as well as to any section related to user information.

This permission is granted individually to each user, allowing for personalized management of who can view and access these sections.

How to Activate the “View Users” Permission? #

To activate this permission:

  1. Navigate to the “Users” tab and select the user to whom you want to activate this permission.
  2. Go to the “Permissions” section.
  3. Here you will find the “View Users” permission. Click on the checkbox to activate it for the user.

Functionalities of the “View Users” Permission #

Upon activating this permission, the user will have visibility of the following functions:

– Access to the ‘Users’ Tab:

With this permission activated, the user will be able to see and access the ‘Users’ tab in the main menu.

Without this permission, the tab will remain hidden and inaccessible to the user.

– ‘Users’ Filter in Checklists:

A ‘Users’ filter is added in the filter section of Checklists, providing greater organizational and search capability.

– Display of Names in Checklists:

In the checklist listing, if the permission is activated, the name of the user who made the last status change will be displayed. This name appears below each state of the checklist.

– Inclusion in Reports:

This permission also affects exported reports. If you export a report and do not have the “View Users” permission activated, you will not see the names of other users, only your own.

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Updated on December 18, 2023
Checklist Access Control: Restrict Checklist Visibility by User and Template

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Table of Contents
  • What is the "View Users" Permission?
  • How to Activate the "View Users" Permission?
  • Functionalities of the "View Users" Permission
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