staff role permissions for document signing

TABLE OF CONTENTS

• Navigation
• Reporter Document Signing: Staff Permissions
• Staff Document Signing: Staff Permissions 
• Site Document Signing: Staff Permissions

Navigation

For each Role you create in the Impact Suite, you'll want to make sure this group of people is given the appropriate signing permissions and document access. You'll make these decisions within each role for all three of the profiles - Reporter, Staff, & Sites. Here's how to begin the process for all three types of documents:

1. On the left, in your Mission Control, click the Reporters, Staff, & Sites.
   
   
2. On the right, click Manage staff roles.
   
   
3. Find the role you would like to change and click the Edit link. A window will open. From there, you will update the permissions for each of three types of documents listed below (Reporter, Staff, & Sites.)
   

Reporter Document Signing: Staff Permissions

1. After following the Navigation instructions above, in the pop-up window for the role you're editing, scroll down to the Reporter Account Management permissions section.
   
   
2. The document signing system allows you to set a hierarchy of signers beyond your reporters. You can choose between two document signing permissions for a role: Supervisor or Director. 
   
3. Check the box next to the permission that best suits this role. Scroll to the bottom of the window and click Update to save your changes.

Staff Document Signing: Staff Permissions 

1. After following the Navigation instructions at the top of this page, in the pop-up window for the role you're editing, scroll down to the Staff Account Management permissions section.
   
   
2. The document signing system automatically defaults all roles as staff signers, unless you designate the role as a Director. 
3. Check the box for this role only if this group of people need to sign as directors (separate from other staff members.) Scroll to the bottom of the window and click Update to save your changes.

Site Document Signing: Staff Permissions

1. After following the Navigation instructions at the top of this page, in the pop-up window for the role you're editing, scroll down to the Site Management permissions section.
   
   
2. You will need to decide if you would like to give this Role the ability to access (a) All Sites or (b) only Sites One is Assigned to (staff members assigned to this role can only see site data for the sites they are assigned to.)
   
3. Optional: From there, you can decide if that Staff Role has the ability to Edit, Edit and Delete, or Read Only access to those Site Profiles.
   
   
4. After you've decided on this Role's site editing access, you can assign them as an (a) Site Representative or (b) Your Program's Representative.  
   

   
   

5. Check the box next to the permissions that best suit this role. Scroll to the bottom of the window and click Update to save your changes.