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getting_started_access_levels.md

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READY FOR REVIEW

Levels of Access

There are 4 different levels of access in the system:

  1. Organization Admin
  2. Organization User
  3. Partner
  4. Super Admin

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:

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 (Donation Sites, Product Drives, Product Drive Participants, Manufacturers)
  • View all the bank-level reports

Partner

A Partner User's 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 Banks 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

Prior: CustomizationNext: User Management