staff_permissions
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Assign Permissions to Staff
All Staff can view Partners
Suggest that only supervisors be allowed access to Staff permissions.
| Permission | Description |
|---|---|
| Partners - Create | Can create Partners |
| Partners - Edit | Can edit already created Partners |
| Partners - Only View Assign | Limits staff member to only the information about Partners they are assigned to |
| Sessions - Create | Can create sessions under Partners |
| Sessions - Edit | Can edit sessions under Partners |
| Staff - Create | Can create a new staff member account |
| Staff - Edit | Can edit and view all staff member accounts |
| Staff - Delete | Can delete any staff member account |
| Members - SSN | Gives access to members Social Security Number and documents |
| Members - Create | Can create a new member from the Member page |
| Members - Merge | Can merge member sessions so that both sessions are under the same member account |
| Members - Delete | Can delete a member who has not yet entered attendance hours |
| Members - Delete Pay | Can delete hours entered against a member's unapproved pay period |
| Members - Sign MSA | Can sign a Member Service Agreement |
| Members - Revoke MSA | Can revoke an already signed Member Service Agreement |
| Members - Edit | Can edit a member's account and session data |
| Members - Only View Assign | Limits staff member to members of the assigned Partners for evaluations, timesheets and the member page. |
| Applications | Allow Staff to View and Edit Applications |
| Applications - Only View Assign | Can only view applications against the assigned partner |
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Scenarios
Want staff to view all Partner and Session data but not be able to edit it
- Do not select Partners - Only View Assign
- Do not select Partners - Edit or Partners - Create
- Do not select Sessions - Edit or Sessions - Create
Want staff to view all Partner and Session data and to edit any assigned Partner
- Do not select Partners - Only View Assign
- Select Partners - Edit or Partners - Create
- Select Sessions - Edit or Sessions - Create
- Select Members - Only View Assign
Want staff to only view members from their assigned partners but be able to view all applications
- Select Members - Only View Assign
- Do not select Applications - Only View Assign
staff_permissions.1696595485.txt.gz · Last modified: 2023/10/06 12:31 by admin