There are three primary roles available to centres. These roles have permissions that reflect different responsibilities and access;
Note: that any one person should only have ONE of the below roles ticked as this can cause issues, if appropriate and multiple roles are selected give the user the least permissioned role such as volunteer or general staff access and avoid having too many admins. On the other hand if you are an Admin make sure you don’t have volunteer or General staff ticked!
GENERAL STAFF ACCESS
Permission to Remove Field Mapping access
Permission to Remove editing of Funding Categories
Permission to Remove access to delete Audit logs
Permission to Remove View Customisation
Permission to Remove Form customisations
No access to Employee/User management
No access to role management
No access to manage Types and Categories
No access to Funding category customisations
No access to delete Client and Additional Details
No access to delete Services and Actions
No access to delete Projects
No access to delete Project Services
The system is flexible and allows one or many roles to be assigned to a user. What this can mean is a role can be a group of specific permissions such as “User Management” or Position specific such as “Volunteer”.
Note: If the access to the hyperlinks or New/Delete buttons are missing please check your permissions
Click the new button from the list page.
From this new window you can select a few options:
Name: The name of the role. This will appear in the user list, etc.
Copy Existing Role: By selecting a role here the permissions will be prefilled with what the selected role’s permissions has
Description: Brief characteristics of the role
The role details page allows the editing of role permissions and reassignment of roles for multiple users. By Ticking and unticking the Right Names in the Role Permissions group you can create a set of permissions for allocation.
Role Permission: List of permission that can be assigned to the role. For details on each permissions refer the Permissions document.
Expand/ Collapse Button: This expands all the collapsed or collapses all the expanded menus within the Role Permissions Group. A vertically pointed triangle indicates an expanded menu and a horizontal triangle indicates a collapsed or hidden menu.
Assign Users: This opens a lookup control to assign users to this role