What staff can see
What someone sees in the dashboard depends on their role, any custom permissions you’ve layered on top, which shops they have access to, and which shop is selected in the header.
What everyone signed in sees
Section titled “What everyone signed in sees”These pages aren’t gated by role — anyone with a TracsConnect account can open them:
- Overview
- Calendar
- Work Orders
- Customers
- Vehicles
- TRACS Extended
These are the day-to-day workflow pages, so it would slow the shop down if you had to grant each role to each person individually.
What’s role-controlled
Section titled “What’s role-controlled”These pages are hidden unless the person’s role (or a custom permission override) gives them access:
| Page | Default access |
|---|---|
| Sales | Owner, Admin, Manager, Service Advisor |
| Reports | Owner, Admin, Manager, Service Advisor (Technicians and Members don’t see reports at all) |
| Connections (integrations) | Owner, Admin, Manager, Service Advisor |
| Branding / Portal / Drop-Off setup | Owner, Admin, Manager, Service Advisor |
| Settings | Owner, Admin, Manager, Service Advisor |
| Users / staff management | Owner, Admin only |
| Billing | Owner, Admin only |
| Permission Audit | Owner only |
| Texting | Anyone with role + the texting add-on enabled for the shop |
If you need someone to see one specific page outside their role’s defaults, use custom permissions on their account.
Sensitive areas to keep tight
Section titled “Sensitive areas to keep tight”Billing, user management, permission audit, settings, and shop branding are the ones worth a quick role check during a quarterly review. Those are the pages where a wrong click costs you real time or money.
Multi-shop access
Section titled “Multi-shop access”Owners and Admins see every shop on the tenant by default. Managers and lower roles can be restricted to specific shops — they’ll only see the shops you’ve granted, and the shop selector in the header will only show those options.