DRAFT USER GUIDE
Levels of Access
There are 4 different levels of access in the system:
- Organization Admin
- Organization User
- Partner
- Super Admin
(We are currently discussing adding a user who is restricted to a specific location, but we don’t have it yet)
Organization Admin
Organization Admins are the top-level user at your essentials bank. They can do everything an Organization User (see below) can do, plus:
- Administer the users for your bank ( see User Management)
- Administer the users for your partners ( see Partner User Management)
- Finalize audits (see Audits)
- Customize organization settings( see Customization)
Organization User
This is your basic user for your bank – they can do all the data entry except for those things reserved for the Organization Admin, above. Organization Users have the right to:
- Enter donations, purchases, distributions
- Fulfil requests
- View pickup and delivery calendars
- Administer Partners (excluding partner user management)
- Perform Audit data entry (finalization is reserved for the Organization Admin)
- Manage the Community information
- View all the bank-level reports
Partner
Partner users’ access is, of course, limited to the scope of the Partner they belong to. Within that scope, they can:
- Edit their partner profile
- Submit requests (if the Partner has been approved)
- View their distributions
- Administer families and children (only if they are allowed to make Child Requests (this can be limited by the Org Admin, see Customization )) (note, the other user types cannot see this information)
Super Admin
This bit is for information only – A limited number of Human Essentials staff have a superadmin role that allows us to perform the following duties:
- Review and approve Account requests
- Make system-wide announcements
- Administer users (we need it because every once in awhile, the organization admin for a bank will leave without promoting someone else to that role.)
- Administer “Base Items”
- Administer the list of NDBN members
- Administer some organization settings [TODO: Raise the question of whether we should be administering most of this – we don’t have rights to change any of the more recently added values on the org.]