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 | 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 |
Comments
0 comments
Article is closed for comments.