staff permissions for groups

Modified on Wed, 16 Aug 2023 at 04:36 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	Permission	Description
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 Associations	View 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 Associations	View 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