Solution Permissions

A combination of permissions, including your system role and organization membership, determine your access to features such as announcements, groups, and the File Library and what you can do with those features.

Client Admins have access to all features. Local Admins and Volunteers, on the other hand, are granted permissions based on their system role and organization memberships.

Permissions

Permissions based on System Role
  System Roles Organization Roles
Action Client Admin Local Admin Administrator Base User
Profile and Accounts

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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Red x icon

View account profiles

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Red x icon

Create and update accounts

Green check mark icon

Green check mark icon (within their organization)

Green check mark icon (within their organization)

Red x icon

Export and import accounts

Green check mark icon

Green check mark icon

Green check mark icon (export only)

Red x icon

Change account system role

Green check mark icon

Green check mark icon (within their organization only)

Green check mark icon (within their organization only)

Red x icon

Manage accounts

Green check mark icon Green check mark icon (within their organization only) Green check mark icon (within their organization only)

Red x icon

Delete accounts

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Red x icon

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Red x icon

User Directory

View the User Directory page

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Send the user a direct notification

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Green check mark icon (to members within their organization only)

Red x icon

Organizations

View the Organizations page

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Manage organizations

Green check mark icon

Green check mark icon (within their organization only)

Green check mark icon (within their organization only)

Red x icon

Add members to organizations

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Red x icon

Approve membership requests

Green check mark icon Green check mark icon (within their organization only) Green check mark icon (within their organization only) Red x icon

Import and export organizations

Green check mark icon Green check mark icon (import only)

Red x icon

Red x icon

Delete organizations

Green check mark icon

Red x icon

Red x icon

Red x icon

Screenings

View the Screenings Dashboard page

Green check mark icon Green check mark icon Red x icon Red x icon

Request Background Check

Green check mark icon

Red x icon

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Request License Check

Green check mark icon Green check mark icon

Red x icon

Red x icon

Manage Credentials and Background Checks

Green check mark icon Red x icon Red x icon Red x icon
Missions and Time Tracking

View the Manage Missions page

Green check mark icon Green check mark icon (only local missions are visible) Red x icon Red x icon

Create missions

Green check mark icon Green check mark icon (only for certain Mission Types or Missions shared with their organization)

Red x icon

Red x icon

Manage missions

Green check mark icon Green check mark icon (only for certain Mission Types or Missions shared with their organization)

Red x icon

Red x icon

Manage Time Tracking

Green check mark icon Green check mark icon (only for certain Mission Types or Missions shared with their organization)

Red x icon

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Check in and check out mission shift volunteers Green check mark icon Green check mark icon (only for certain Mission Types or Missions shared with their organization) Red x icon Red x icon
Groups

View the Groups page

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Green check mark icon

Red x icon

Create groups

Green check mark icon Green check mark icon Green check mark icon Red x icon

Manage groups

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Green check mark icon (only when shared with their organization)

Green check mark icon (only when shared with their organization)

Red x icon

Import and export groups

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Red x icon

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Notifications and Announcements

Manage notifications

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Red x icon

Manage notification templates

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Green check mark icon (only those shared with their organization or created by them)

Green check mark icon (only those shared with their organization or created by them)

Red x icon

Manage draft notifications

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Green check mark icon (only those created by them)

Green check mark icon (only those created by them)

Red x icon

Send notifications

Green check mark icon

Green check mark icon

Green check mark icon

Red x icon

Manage announcements

Green check mark icon Red x icon Green check mark icon (only for their organization) Red x icon

Delete announcements

Green check mark icon Red x icon Green check mark icon (only for their organization) Red x icon
File Library

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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Red x icon

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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Red x icon

Red x icon

Badges
Edit badges Green check mark icon Red x icon Red x icon Red x icon
Manage badges Green check mark icon Red x icon Red x icon Red x icon
View badges Green check mark icon Green check mark icon (own badges with the Profile page) Green check mark icon (own badges with the Profile page) Green check mark icon (own badges with the Profile page)
Settings

Configure settings

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Manage settings

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Manage configurable lists

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Reports

View reports

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Red x icon

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