The recommended process for managing your staff's roles is as follows:
- Review the table below to understand what privileges are granted to each role.
- Assess your staff and decide which role each member should be assigned.
- 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 | |
Charge Coordination Fee | ![]() |
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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 | ![]() |
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Groups | |||
Create/Manage Groups | ![]() |
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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 | ![]() |
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Location Approvals | ![]() |
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Shift Management | ![]() |
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Agency Settings | |||
Overall edit of agency settings | ![]() |
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Add organization Staff members | ![]() |
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Create assignment rules | ![]() |
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Get Reports | Only their own reports | Only their own reports | Only their own reports |
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