Access Permissions and Roles

 

CLASS Admin, General Staff Access and Volunteer Roles

There are three primary roles available to centres. These roles have permissions that reflect different responsibilities and access;

• CLASS Admins: Manage users and accounts for their centre, centre profile and settings, centre message board, customisation and deleting records as well as data entry functions.
• General Staff Access: Perform the daily business of the centre such as conflict checks, create new clients or projects and update existing details. Cannot delete records.
• Volunteers: Data entry and viewing access, cannot delete or edit notes etc. This can be further restricted as needed.

 

CLASS ADMIN	GENERAL STAFF ACCESS	VOLUNTEER
Permission to Remove Field Mapping access Permission to Remove editing of Funding Categories Permission to Remove access to delete Audit logs Permission to Remove View Customisation Permission to Remove Form customisations	No access to Employee/User management No access to role management No access to manage Types and Categories No access to Funding category customisations	No access to delete Client and Additional Details No access to delete Services and Actions No access to delete Projects No access to delete Project Services

 

The system is flexible and allows one or many roles to be assigned to a user. What this can mean is a role can be a group of specific permissions such as “User Management” or Position specific such as “Volunteer”.

Note: If the access to the hyperlinks or New/Delete buttons are missing please check your permissions

Click the new button from the list page.

From this new window you can select a few options:

Name: The name of the role. This will appear in the user list, etc.

Copy Existing Role: By selecting a role here the permissions will be prefilled with what the selected role’s permissions has

Description: Brief characteristics of the role

Click save.

Role Details

The role details page allows the editing of role permissions and reassignment of roles for multiple users. By Ticking and unticking the Right Names in the Role Permissions group you can create a set of permissions for allocation.

Role Permission: List of permission that can be assigned to the role. For details on each permissions refer the Permissions document.

Expand/ Collapse Button: This expands all the collapsed or collapses all the expanded menus within the Role Permissions Group. A vertically pointed triangle indicates an expanded menu and a horizontal triangle indicates a collapsed or hidden menu.

Assign Users: This opens a lookup control to assign users to this role