Roles

This page consists of two sections.

1. On the right a listing of all roles that can assigned to the users.
2. On the left is the form for creating roles.

Create a role

The "create role" form contains three fields.

1. Label: Short name of the role
2. Description: this is a short description that will be displayed to the user
3. Permissions: Contains all sections of the system and the actions that can be performed on them. Please select the permission you would like a role to contain.

Think about roles as people working in a hospital and permissions as the tasks they do. The role of "Doctors" includes "treating patients", "consulting with patients" etc, while the role of "Administrators" includes "preparing receipts for patients", "ensuring staff get paid" etc.

In this context, the "Super Administrator" role permits the user "Create Institutions", "Create Reports", "Delete Reports" and an assortment of several other tasks. An "Institution Administrator" role on the other hand permits the user "Create Users" (for that specific Institution), "Delete Users" (for that specific Institution) etc.

Permissions

Permissions are grouped into sections of the system they correspond to i.e

Users

1. Create User: allows a user to create new a user.

2. Delete User: allows a user to delete any user from the system but he can't delete the currently logged in user.

3. View User: permits users to view all the users

4. Edit User: permits a user to edit any users information.

Organisation

These permission are only vissible or associated to pmt administrators, it doesn't apply to institution users.

1. Create Organisation: permits a user to create an organisation/institution
2. Delete Organisation: permits a user to delete an organisation
3. Edit Organisation: permits a user to edit organisation/institution's details.
4. View Organisation: permits to list organisations/

Input Forms

1. Create InputForm: permits a user to create a new import form only applies to institution users.
2. Delete Forms: permits a user to delete a form
3. Download InputForms: Permits the Super Administrator download a sent form.
4. Edit InputForm: Permits a user to edit a form
5. View Form: It permits the user view a list of all forms associated with the institution.

Work Book

This section applies to institution users only

1. Edit Balance Sheet: permits editing of the balance sheet records.
2. Edit Income Statement: permits editing of the income statements records
3. Edit Portfolio: permits editing of the Portfolio and Outreach records
4. View Balance Sheet Tab: user can view balance sheet tab but can't edit and save.
5. View Income Statement Tab: user can view Income Statement tab but can't edit and save.
6. View Portfolio &Outreach Tab: user can view Portfolio and Outreach tab but can't edit and save.

Reports

1. View Reports: Permits a user to create and view form reports
2. View Activities: allows a user to list allow the activities performed by all users on the system