User / Role
What is my role as a User?
As a 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 a User, you 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.
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