Agency User Role Capabilities Matrix

The recommended process for managing your staff's roles is as follows:

1. Review the table below to understand what privileges are granted to each role.
2. Assess your staff and decide which role each member should be assigned.
3. Navigate to the Staff area of the Portal and assign the proper role to each staff member.

Note: If yours is an existing agency that already has created staff, those staff will remain assigned to whatever role the Administrator originally assigned.

	Admin	Internal Coordinator	Staff	View Only
Charge Coordination Fee
Invoices
View Invoices	Their own agency invoices and other invoices if their officers are assigned to them	Their own coordinator invoices
Approve Invoices	Their own agency invoices and other invoices if their officers are assigned to them This capability is optional	Their own coordinator invoices
Edit Invoices	Only their own agency invoices	Their own coordinator invoices
Create Estimate	Only their own agency jobs	Only their own coordinator jobs
Officers
Approve/Edit Officers	Only their own agency officers
Groups
Create/Manage Groups
Clients & Projects
Create/Manage Clients		Their own coordinator clients
Create/Manage Projects		Their own coordinator projects
Jobs
Create/Edit Jobs	Only their own agency jobs	Their own coordinator jobs	Only their own agency jobs
Create Job Drafts	Only their own agency jobs	Their own coordinator jobs	Only their own agency jobs
View Job Drafts	Only their own agency jobs	Their own coordinator jobs	Only their own agency jobs
View Jobs	Their own jobs and other agencies' jobs if their Officers are assigned to them	Their own coordinator jobs	Only their own agency jobs
Job Approvals
Location Approvals
Shift Management
Agency Settings
Overall edit of agency settings
Add organization Staff members
Create assignment rules
Get Reports	Only their own reports	Only their own reports	Only their own reports	View only