Primary User / Role
What is my role as a Primary User?
As a Primary User of an agency, your role will be entering new referral data, responding to referrals that have been sent to your agency and creating new standard User accounts. When you are authenticated as an Primary User will be able to:
Send referrals
You’ll be able to send referrals to other agencies.
Receive referrals
You’ll get an email notification that a new referral has been sent to your agency and any users that are in your agency (including you) will be able to accept the referral on behalf of your agency.
Export data
You can export statistical data for either just you or your agency as a whole. This data is exported as a CSV file.
Creating new user accounts
A special privilege that is given to Primary Users is the ability to create standard User accounts. This is especially useful if you are head of a department or manage a team of users. There can be any number of Primary Users in an agency, but Primary Users can only create standard User accounts. If a standard User needs escalating to a Primary User, this must be done via your System Administrator.
Edit agency details
A Primary User can change the details for the agency to which they belong.
System Administrator | Primary User | User |
|
| Add, edit & disable Agencies | Yes | ||
| Edit own Agency details | Yes | Yes | |
| Add, edit & disable Users | Yes | ||
| Add, edit & disable own Agency Users | Yes | ||
| Manage System Preferences | Yes | ||
| Manage exclusions | Yes | ||
| Purge referrals | Yes | ||
| Manage regions* | Yes | ||
| View all regions reports & activity* | Yes | ||
| View own region reports & activity* | Yes | ||
| View Agency activity | Yes | Yes |
|
| Manage & make referrals | Yes | Yes |
|
| Manage Public homepage | Yes | Yes | |
| Export data | Yes | Yes |
*only if this feature is enabled