Access to the TrackTik Scheduling module depends on roles and permissions.
Admin portal role: When creating an Admin role, you will give one or more of the following viewpoints: Schedule Template, Site Schedule, Live Schedule. These views will provide the user access to every site/zone in the region.
Staff portal role: When creating a Staff role, you will give the following viewpoints: Schedule Template, Site Schedule. This will be available through the Manager Dashboard; no On-site License is required. It will be limited to the site/zone the employee is assigned to.
Note: If an employee accesses TrackTik with an Onsite license, they can see your published schedules. You can also grant Manager Dashboard access to supervisors. With this access, supervisors can schedule guards for all their sites.
If a supervisor cannot view or print site schedules, complete the following checks:
1) Check the site’s On-Site License. Certain schedule views require the On-Site License to be active for the site.
2) Enable the On-Site License for the specific site.
3) Ensure the supervisor’s role includes permissions to view and print schedules.
4) Test by opening the site schedule and printing a sample.
Note: If the user only has On-Site License access (and not an Administrator role), they will not see broader Settings or some site links. Request Administrator assistance if higher-level access is needed.
If a Scheduler cannot see Open Shifts, complete the following checks:
1) Shift Board feature activation: Enable the Shift Board feature at both the Region and Site levels (Settings > Features at the global/region level, and Site Settings at the site level).
2) Role permissions: Go to Settings > Roles and open the Scheduler role. Enable permissions such as: View Shift Board / View Open Shifts and Manage/Open Shifts (if schedulers should create/manage them). Save changes.
3) Scope and filters: Confirm the Scheduler has access to the relevant regions/sites and employee groups. Check date ranges and filters in the Open Shifts view.
4) Refresh session: Have the Scheduler sign out and back in to apply new permissions.
If still not visible: Verify that Open Shifts exist in the selected period, check for conflicting role restrictions, and contact Support with the role details and screenshots of the feature toggles and role permissions.