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Documentation Index

Fetch the complete documentation index at: https://developer.trackpilots.com/llms.txt

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The Access Management feature allows you to create custom roles and control what pages and data users can access in the Trackpilots dashboard. This helps organisations enforce security, role-based access control (RBAC), and data visibility rules. URL: https://app.trackpilots.com/access-control/access-management

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➕ Create a New Role

You can create custom roles such as Admin, Manager, Team Lead, HR, or Custom Roles.

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📝 Steps to Create a Role

  1. Click Create a New Role
  2. Enter the Role Name
  3. Configure Page Permissions
  4. Configure Data Access Control
  5. Click Save

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📋 Role List

The role table displays all created roles and their assigned permissions.

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📌 Columns

  • Role Name – Name of the role
  • Page Permissions – Pages accessible for the role
  • Action
    • ✏️ Edit – Modify role permissions
    • 🗑️ Delete – Remove the role

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⭐ Default Roles

  • Admin – Full access to all pages and data
  • Manager – Limited access to selected pages and data
  • Manager Head – Custom restricted access
  • No Access – No pages mapped. Users cannot access any pages.

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📄 Page Permissions

Page Permissions control which pages or menus a user can view and use in the dashboard.

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📚 Available Pages

  • Dashboard
  • My Team
  • Insights
  • Proof of Work
  • Report Analysis
  • Announcement
  • Settings

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🗂️ Data Access Control

Data Access Control defines what data a user can view or manage inside the permitted pages.

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🔑 Access Levels

  • Own Data – User can access only their own data
  • Team Data – User can access their team’s data
  • Full Access – User can access all organisational data

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⚠️ Important Warning

⚠️ If no page is selected, the user will be blocked from accessing all pages in the dashboard.

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✅ Best Practices

  • 🔒 Assign Full Access only to Admin roles
  • 👥 Use Team Data for Managers and Team Leads
  • 👤 Use Own Data for individual contributors
  • 🔍 Always review permissions before assigning roles

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📌 Summary

Access Management ensures secure and controlled access to Trackpilots features. By defining custom roles, page permissions, and data access levels, organisations can protect sensitive data and enforce structured team workflows.