Parks and Recreation Knowledge Base

PARKS DIRECT User Permissions Guide

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Managers and Administrative Supervisors can assign the relevant training to staff on Learning Central.

Permission Level Training Required Permissions Granted 
Viewing and Reporting None View and print reports only
Customer Service Representative (CSR) PARKS DIRECT - Customer Service Representative (CSR)

View and print reports, plus:

  • Global sales
  • Refunds
  • Household Creation/Update
  • Inquiry
  • Reporting
  • Activity Attendance Posting
Manager on Duty (MOD)

PARKS DIRECT - Customer Service Representative (CSR)

PARKS DIRECT - Manager Supplement

All CSR permissions, plus:

  • End of Shift change
  • Proration override
  • Discounts
  • Overbook override
  • Course withdrawal within 7 days of start
Facility Manager (FM)

PARKS DIRECT - Customer Service Representative (CSR)

PARKS DIRECT - Manager Supplement

All above permissions

The following permissions can be added to any training level, including CSR, MOD, and FM, with the exception of users with Viewing and Reporting access only. It is not included by default and must be selected manually if needed.

Permission Level Training Required Permissions Granted
Data Entry PARKS DIRECT - Program Data Entry Create/Edit RecTrac Courses
Expand or collapse content Adding Program Data Entry (Activity Management) Permissions

To grant Program Data Entry permissions, the Customer Service Representative will assign an additional profile to an existing user in RecTrac.

  1. In RecTrac, search for and open Profile Assignments.
  2. The screen is divided into three sections: Available Profiles, Linked Profiles, and Profile Parameters.
  3. Expand the User menu under Linked Profiles.
  4. Use Ctrl + F to locate the user who needs Program Data Entry permissions.
  5. This user will already exist and have at least the baseline permissions.
  6. Click to highlight the user, then move to the Available Profiles section of the screen.
  7. Scroll to locate the code Type: Menu Design and expand that menu.
  8. From the drop-down list, locate the following:
    • CSR + AM (for Customer Service Representatives)
    • MOD + AM (for Managers on Duty)
  9. Drag and drop the selected profile from Available Profiles to the user in Linked Profiles:
    • A red dot appears while dragging
    • The dot turns green when correctly positioned over the user
  10. Confirm the profile appears under Linked Profiles, then close out of Profile Assignments.
RecTrac Profile Assignments screen showing the MOD + AM permissions being dragged and dropped to a user profile, including a green dot to indicate the dragged item can be dropped successfully.
Expand or collapse content Run a User Listing Report to see what users have permissions for your site
  1. Under the Reporting tab on RecTrac's sidebar menu, select Report Output Listing.
Sidebar menu with Reporting expanded and Report Output Listing highlighted.

Search "user" in the Description box. Next, select System - setup, double click VSI - User Listing Report, and select Continue on the pop-up window.

Report Output Listing screen filtered by “user” with VSI – User Listing Report selected.

Move down the new screen and check the Active checkbox in Record Status, which is under User Name Range.

User Setup Report screen showing Use User Name Range enabled and Active record status checked.

Under Primary Record Filters, select your desired user group options.

Lastly, select Process on the bottom right of the screen, and RecTrac will create your User Listing Report.

Primary Record Filters and output settings screen with Output Group set to Setup Listings and Process button highlighted.
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