Solution Permissions
A combination of permissions, including your system role
Permissions assigned to accounts. Your role determines what you can view, modify, and manage in the application. and organization Official entities, such as public health authorities, healthcare agencies, and corporations. membership, determine your access to features such as announcements A message displayed in the application to share general information or updates with users., groups Comprised of accounts with certain shared characteristics, such as role or location, but not necesarily employer., and the File Library A respository for the files you want to store and share. and what you can do with those features.
Client Admins have access to all features. Local Admins and
Permissions
| System Roles | Organization Roles | ||||
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| Action | Client Admin | Local Admin | Administrator | Publisher | |
| Profile A collection of information that identifies and defines you in the solution. Your profile differs from your account, which is how you log in. and Accounts Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution.
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View the Contact Us and homepage |
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View and update own profile |
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View the Accounts page |
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View account profiles |
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Create and update accounts |
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Export and import accounts |
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Change account system role |
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Manage accounts |
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(within their organization only) |
(within their organization only) |
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Delete accounts |
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| User Directory A list of all users that have access to the application.
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View the User Directory page |
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| Send the user a direct notification An alert, update, advisory, information, drill, or test message that can be sent & received through delivery methods such as email, voice, text, fax, or inbox. |
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| Organizations | |||||
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View the Organizations page |
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Manage organizations |
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Add members to organizations |
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Approve membership requests |
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(within their organization only) |
(within their organization only) |
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Import and export organizations |
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(import only) |
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Delete organizations |
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| Groups | |||||
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View the Groups page |
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Create groups |
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Manage groups |
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Import and export groups |
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| Notifications and Announcements | |||||
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Manage notifications |
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Manage notification templates |
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Manage draft notifications |
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Send notifications |
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Manage announcements |
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(only for their organization) |
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Delete announcements |
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(only for their organization) |
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| File Library | |||||
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Manage files The ability to manage files depends on the file access that is granted. Base users may be able to manage files, if access was granted. |
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Create folders and upload files All users who have been granted access to the file library can create folders and upload files. |
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View reports |
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Configure settings |
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Manage settings |
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Manage configurable lists |
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| Reports | |||||
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View reports |
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