Preview and test user roles and permissions to confirm that each role has the correct access level.

1. Log in to Traqspera as a user with Manage Permissions enabled and with permission to edit users.
2. In the upper right of the page, a dropdown field displays, showing your current user role.

   The dropdown field displays with a white background when your assigned user role is selected. When viewing a user role in test mode, the dropdown field displays with a pink background.

   

3. Select the dropdown field, and choose the user role that you want to test. For example, Employee.

   After you select a role:

   • The navigation changes to reflect the role's current permissions.

   • A pink bar displays across the top of the page to indicate that you are in test mode (does not apply to consultants).

     

   • System Permissions and Application Settings are available so that you can modify a user role as needed. However, they display with a pink background if the role you are testing does not have permission to access these options (does not apply to consultants).

     

4. To modify the permissions for the current role, select Settings > System Permissions.
5. Change the permissions as needed.
6. Retest the user role to validate your changes.
7. To exit test mode, you can do either of the following:

   • Select Exit Testing in the upper right of the pink bar at the top of the page (not available to consultants).

   • Select your assigned user role from the user role dropdown field.