User Permissions

You can assign specific permissions for users based on what they need access to. To edit these permissions for an existing user, navigate to Settings>Organisation Menu>Users and then double-click the user you wish to edit. From here, you can toggle on the below permissions:

Click ‘Save Changes’ when done.

Settings for Incident Tracking

To edit the settings for Incident Tracking, navigate to Settings>Add-Ons>Incident Tracking where you will be able to add and edit Tags, Categories, Severities, and Statuses.

Settings - Tags

The incident tags enable you to record the type of incident that has occurred. We have four default tags for this:

You can edit any of the default tags by double-clicking on the name to open the tag editor, where you can amend the Name, Description, and Colour:

You can also add your own custom tags if you need to. To do this, on the 'Tags' tab, click '+ Add Tags' in the top right-hand corner. You can then give your custom tag a Name, Description, and choose a colour as below:

Settings - Categories

The incident categories enable you to categorise an incident. We have 6 default categories shown below:

You can edit any of the default categories by double-clicking on the name to open the category editor, where you can amend the Name, Description, and Colour:

You can also add your own custom categories if you need to. To do this, on the 'Categories' tab, click '+ Add Categories' in the top right-hand corner. You can then give your custom category a Name, Description, and choose a colour as below:

Settings - Severities

The incident severities enable you to record the severity of an incident. We have 4 default severities shown below:

You can edit any of the default severities by double-clicking on the name to open the severity editor, where you can amend the Name, Description, and Colour:

You can also add your own custom severities if you need to. To do this, on the 'Severities' tab, click '+ Add Severities' in the top right-hand corner. You can then give your custom severity a Name, Description, and choose a colour as below:

Settings - Statuses

The incident statuses enable you to record and track the current status of an incident. We have 5 default statuses shown below:

You can edit any of the default statuses by double-clicking on the name to open the status editor, where you can amend the Name, Description, and Colour:

You can also add your own custom statuses if you need to. To do this, on the 'Statuses' tab, click '+ Add Statuses' in the top right-hand corner. You can then give your custom status a Name, Description, and choose a colour as below: