Knack Operations
  • TABLE OF CONTENTS
  • Knack Operations Read-Only
  • Knack
    • Platform Overview
    • Functionality Guide
    • Style Guide
    • Single Sign On (SSO)
      • Configuring a new Knack App with certificates
      • Enabling SSO in Knack
      • Configuring new certificates for all Knack Apps - When certs expire!
        • SSL Certificate Management
      • Configuring an existing Knack App with certificates (Rare)
    • Banner Logos
    • Rounding Knack Costs Correctly
    • URL Parameters to populate a form
    • Importing Records
    • Copy an Application
  • Knack Integrations
    • Open Data Portal - Socrata Integration
    • ArcGIS Online Integration
    • CSR configuration prep in Knack
      • Creating CSR Page components
  • Knack Code
    • Code Version Control
    • GitHub Code Workflow
    • CODE: Retrieve builder URL of Email Rules
    • CODE: Mobile Optimization
      • Detail Labels
    • CODE: Custom Login Buttons
    • CODE: Vision Zero in Action
    • CODE: Knack Functionality
      • Big Buttons
      • Save Knack Record ID
      • Redirect Blank Menu Pages
      • Disable Trigger Buttons
      • Disable Modal Background Click/Touch
      • Disable Breadcrumb Navigation Links
      • Remove Back Links
      • Back Link Buttons
      • Return to Previous Page Button
      • Auto Input Validation Form Fields
      • Conditionally Hide/Show Form Fields
      • Return to Top Button
      • Refresh View Button
      • Detect IE
      • Set Map iFrame Source URL
    • CODE: Knack Look & Feel
      • Multipage Step Indicator
      • Modal Close Styling
      • Relabel Attachment Links
      • Navigation Dropdown Menu Buttons
      • In-Form Dropdown Menu Buttons
      • Trigger Buttons
      • Hyperlink a Form Field Label
      • Remove Table Header
      • Modify Table Summary Rows
      • Convert Values to UPPERCASE (Option A)
      • Convert Values to UPPERCASE (Option B)
      • Highlight Details View Label Body & Table Value
      • Report Headers
      • Report Filters Container Size
      • Report Element Colors
      • HighCharts Report Styling
      • Font Awesome Icons
    • CODE: Knack Print Page
      • Print Header with Page Break/Number
      • Print without overlapping views
      • Print using Menu Button
      • Print using Trigger Button
      • Show Character Limit of Input
      • Add fixed Footer on Print
  • AMD | DATA TRACKER
    • AMD | Data Tracker
    • Asset Changes
    • CSR | Flex Note Archiving
    • Cameras
    • Fix Broken CCTV Device Status Page Links
    • Performance Measures
    • Builder Notes
      • Configure New AMD Asset in Data Tracker
      • Data Tracker | Annual Signal and PHB Request Ranking
      • Page Rules (TMC) CSR
      • NOTIFICATION | Construction Status Email
      • NOTIFICATION | One Day Signal Engineer Due Date
      • DETAILS | Preventative Maintenance (PM)
      • DETAILS | Signal Detectors Object Tables, Reports, misc..
      • DETAILS | Signals
      • Signals Work Order | EDIT FORMS
      • Signals Work Order | FORM LOCATIONS
      • Editing Signals Work Order | NEW FORMS
    • Warehouse Inventory - Updating Journal Vouchers (JV) information
    • Cancel Transactions & Replenishments
    • Adjustment Transaction, Unit Cost Adjustments & Re-Stock
    • DTS | Adminstrative Action
  • DTS | Data & Technology Services Portal
    • DTS | Data & Technology Services Portal
    • Dataset inventory
    • Application Inventory
  • Finance & Purchasing
    • Finance & Purchasing Portal
    • Finance & Purchasing
      • Training, Quiz, Account Access Process
      • Statuses
      • List of emails generated
      • Re/Un-assigning Approver of a PR (Purchase Request)
      • Troubleshooting: FAQs
    • Warehouse Inventory
      • Adding a new inventory item
  • HiRe | The Hiring Resource
    • HiRe | The Hiring Resource
  • HR | Human Resources
    • HR | Human Resources Portal
    • How to add a new HR Form
  • PEP | Parking Enterprise Portal
    • PEP | Parking Enterprise Portal
    • Dispatch Resource Tracking Log Archiving
    • Update Parking Citation Report by Fiscal Year (FY)
  • ROW | Right of Way Portal
    • ROW | Right of Way Portal
    • COS JV Update
  • RPP | Residential Parking Permit Portal
    • RPP | Residential Parking Permits
    • Residential Parking Permits
    • RPP Migration
  • SBO | Street & Bridge Operations
    • SBO | Street & Bridge Operations
  • SMD | Signs & Markings Operations
    • SMD | Signs & Markings Operations
    • Table of Contents
    • Workflow
    • Markings | Work Orders
      • Process & Module Functionality
    • Markings | Service Requests
      • Process & Module Functionality
    • Signs | Work Orders
      • Process & Module Functionality
    • Signs | Service Requests
      • Process & Functionality
    • Contractor | Work Orders
      • Process & Module Functionality
    • Sign Fabrication Work Orders
      • Process and Functionality
    • Special Functions/Codes
      • Work Order Attachments
  • SMO | Smart Mobility Operations
    • SMO | Smart Mobility Portal
  • SMS | Shared Mobility Services
    • SMS | Shared Mobility Portal
    • License & Permit Management
    • Sources for Monthly Trip Records
  • STREET BANNER PROGRAM
    • Street Banner Program
    • Street Banner Program
  • TDS | Transportation Development Services
    • TDS | Transportation Development Services Portal
    • Color Palette
    • Role Permissions Guide
    • App Logic
      • Calculating Date Values for Reporting
      • Incrementing Review Cycle Automatically
      • Calculating Review Time & On Time Percentage
      • Calculating Cycle Completion Percentage
      • Calculating an Expiration Date
      • Automatic Due Date with Manual Adjustment
      • Roll up Child Object Conditionals
      • Converting an Entered Percentage to a Percentage Value
      • Create a Connection Link Field to View a Searched Record
      • Extracting Location Coordinates to add a Map Marker Map
    • TDR | Development Reviews
    • TIA | Traffic Impact Analysis
    • TDA | Transportation Development Assessments
  • Traffic Register
    • Traffic Register
    • Table of Contents
    • Workflow
    • Modules
    • Special Functions/Code
    • Permissions
  • TPW Forms
    • TPW Forms
  • VZA | Vision Zero in Action
    • VZA | Vision Zero in Action
    • Batch Copy Process for VZA Assignments
    • Calculate School Closures
    • Login Process for Officers
    • Officer Records
    • Update reports in Power BI
    • Use Tasks for Creating Child Records
    • Use Tasks for Notifications
  • O365 Resources
    • Resources
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On this page
  • Account Management
  • Reviewer Dashboard
  • Customer Portal
  • Development Reviews
  • TIA Reviews
  • TDA Reviews

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  1. TDS | Transportation Development Services

Role Permissions Guide

How specific roles interact with the app and what they have access to

PreviousColor PaletteNextApp Logic

Last updated 3 years ago

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Role

Description

Access

Admin

Reserved for the DTS Team (Builders & Devs)

All Pages

Customer

Allows us to default the account fields for records not created or modified by another role or for records specifically edited by external users without logins

Any pages not behind a login

Project Manager (PM)

A team manager or lead reviewer who needs special access to high level reporting, search, or account management. Typically referred to as a stakeholder or power user for the application. May need access to multiple modules within an application

All pages except those in development, hidden, or for app integrations

TDS Reviewer

A second role given to all reviewers in the application so they have access to pages that are viewable to all reviewers or to a new reviewer not yet specific to a module or workflow

No access to Account Management, TDR Reviews, TIA Reviews, or TDA Reviews. The "Viewer" role

TDR Reviewer

A primary role for transportation development reviewers

Development Reviews. No access to add new Development Reviews and limited access to edit.

TIA Reviewer

A primary role for traffic impact analysis reviewers

TIA Reviews

TDA Reviewer

A primary role for transportation development assessment reviewers

TDA Reviews

Account Management

Reviewer Dashboard

Customer Portal

Development Reviews

Adding/Creating new Development Reviews

Viewing Development Reviews

Editing Development Reviews

TIA Reviews

TDA Reviews

Only Admin and PM's have access to the Account Management page
All app users have access to the Reviewer Dashboard page
Customer Portal is not behind a login and is viewable to all
As a public page without a login, we give TDS users that land here the ability to navigate to the SSO login
Only Admin and PM's have access to create new Development Reviews
PM's & Dev Reviewers have different tables for viewing Dev Reviews
The Dev Reviewer only sees Case Status, Case ID, AMANDA ROW ID, & Project Name
Dev Reviewers have limited access to edit or add records to the development review