staff permissions for groups

Modified on Wed, 16 Aug, 2023 at 4:36 PM


Staff Permissions for Groups

Use this table to decide which permissions you would like to give to staff and supervisors regarding your Associations:

Section
PermissionDescription
Association Management


Type 1 Associations
ViewType 1 Associations and Association Items
  • View all Type 1 Associations and their Items
Type 1 Associations
Create and Rename Type 1 Associations
  • View all Type 1 Associations and their Items
  • Create Type 1 Associations and Items
Type 1 Associations
Delete Type 1 AssociationsView all Type 1 Associations and their Items
When applicable, delete Type 1 Associations and Items
Type 1 Associations
Create, Edit, and Delete Type 1 Association Items
  • View all Type 1 Associations and their Items
  • Create Type 1 Associations and Items
  • Edit Type 1 Associations and Items
  • When applicable, delete Type 1 Associations and Items
Type 2 Associations
View Type 2 Associations and Association Items
  • View all Type 2 Associations and their Items
Type 2 Associations
Create and Rename Type 2 Associations
  • View all Type 2 Associations and their Items
  • Create Type 2 Associations and Items
Type 2 Associations
Delete Type 2 AssociationsView all Type 2 Associations and their Items
When applicable, delete Type 2 Associations and Items
Type 2 Associations
Create, Edit, and Delete Type 2 Association Items
  • View all Type 2 Associations and their Items
  • Create Type 2 Associations and Items
  • Edit Type 2 Associations and Items
  • When applicable, delete Type 2 Associations and Items
Groups and Identifiers
View Groups and Identifiers and Association Identifiers
  • View all Groups and Identifiers and their Identifiers
  • Access to the Export to Excel features
Groups and Identifiers
Create and Rename Groups and Identifiers
  • View all Groups and Identifiers and their Identifiers
  • Create Groups and Identifiers
  • Access to the Export to Excel features
Groups and Identifiers
Delete Groups and Identifiers
  • View all Groups and Identifiers and their Identifiers
  • When applicable, delete Groups and Identifiers
Groups and Identifiers
Create, Edit, Archive, and Delete Identifiers
  • View all Groups and Identifiers and their Identifiers
  • Create Identifiers
  • Edit Identifiers
  • Archive Identifiers
  • When applicable, delete Identifiers
  • Manage the settings for Type 3 Associations and Identifiers, including:
  • Deciding who can enroll new Identifiers,
  • Creating Identifier naming instructions for staff and reporters,
  • Allowing reporters to connect and disconnect Identifiers from their accounts
  • Turning on Identifier Profiles for reporters
Groups and Identifiers
Manage Identifier Enrollment Settings and Instructions
  • Name Association Identifiers
  • Decide who will enroll Identifiers
  • Create instructions for enrolling Identifiers
  • Allow Reporters to connect and disconnect from their own accounts (with or without staff approval)
  • Display profiles and assignment details for Identifiers
Groups and Identifiers
Screen Identifier Submissions, Connection Requests, and Disconnection Requests
  • Access to the Export to Excel features
  • Access Identifier enrollment requests, Connection and Disconnection requests
Groups and Identifiers
Create and Manage Identifier Profile Layouts
  • View all Groups and Identifiers and their Identifiers
  • Access to the Export to Excel features
  • Turning on Identifier Profiles for reporters
Groups and Identifiers
Create and Manage Fields
  • View all Groups and Identifiers and their Identifiers
  • Access to the Export to Excel features
  • Create new Attributes
  • Manage Attributes, including:
    • Controlling enrollment options for staff and reporters
    • Controlling editing capabilities for reporters
    • Archiving Attributes
Groups and Identifiers
Updating Report Data with Current Field Settings
  • Updating report data with current Field settings
Groups and Identifiers
Receive instant e-mails for Identifier enrollment requests, connection requests, and disconnection request for:
  • Only for those sites this user is assigned to.
  • All Sites
Permission for the system to send an instant e-mail when enrollment, connection and disconnection requests are made.
Groups and Identifiers
Receive a daily summary of Identifier enrollment requests, connection requests, and disconnection requests for:
  • Only for those sites this user is assigned to.
  • All Sites
Permission for the system to send a daily email report of all of the Identifiers that reporters enrolled



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