In the V8 TRACC Platform, Area Tree visibility is determined by which roles and areas are assigned to the user. An administrator assigns users to a ‘home’ (default) area, and users are limited to operating in this assigned area only, unless they are assigned additional roles in other areas of the organization.
If users require access to view the entire Area Tree, but do not need to work in areas outside their home area, assigning them a 'Guest' role at the root level will allow them this visibility.
To assign a Guest role, an administrator will need to follow the steps below:
Step 1
Log into the V8 Platform and click on the Admin option from the navigation menu down the left.
Step 2
Ensure that you are on the 'People' page by expanding the burger icon, then search for the user (using first name, last name or email address) that you wish to assign a Guest view role to. Once the user details appear, click the arrow to expand further.
Step 3
Select the Area Roles tab.
Step 4
Click to expand for more organization details and click on + Add Area.
Step 5
Click on the root level of your organization.
Step 6
Expand the drop-down menu to select the Guest role.
Step 7
Click Save Area Roles at the bottom of the page.
For more detailed information on what can be accessed outside your area, please refer to the article titled, What TRACC data can I access outside of my assigned areas?