Tips
- Users can be assigned roles at two levels—organizational (from the Homepage) and program (from an individual program page)
- There are 5 roles with different privileges (see table). They are:
- Organizational level (managed from the Manage People button on the Homepage)
- Primary Corporate Contact is the primary administrator for an organization with access to all programs
- Secondary Corporate Contact is a supporting administrator for an organization with access to all programs
- Program level (managed from the Manage People button on individual program pages)
- Main Site Contact is the primary administrator for the program
- Only the Main Site Contact can submit applications
- Primary Corporate Contacts and Secondary Corporate Contacts can assign themselves the role of Main Site Contact
- Contributor is a team member that can edit program information
- Viewer is a stakeholder that cannot edit information
- Organizational level (managed from the Manage People button on the Homepage)
- Adding external user (e.g. external consultant, advisor, partner)
- Before adding an external user to a program send them this link (certification.wildlifehc.org) requesting that they register as a member of their own organization (e.g. XYC Consulting, Community Conservation Corp of Parkville)
- External users can not have organizational level roles (e.g. Secondary Corporate Contact) for a different organization. For example, a member of XYC Consulting cannot be a Secondary Corporate Contact for Hardrock Materials.
- External users can have program level roles (e.g. Contributor)
User roles and privileges
Roles | Privilege | ||||||||
---|---|---|---|---|---|---|---|---|---|
View programs and projects | Payments | Add program | Manage people | Add/edit projects | Edit program information (e.g. address) | Submit application | Edit organization information (e.g. address) | ||
Organization level | Primary Corporate Contact | ✔ | ✔ | ✔ | ✔** | ✔ | ✔ | ✔ | ✔ |
Secondary Corporate Contact | ✔ | ✔ | ✔ | ✔** | ✔ | ✔ | ✔ | ✔ | |
Program level | Main Site Contact | ✔ | ✔ | ✔ | ✔ ❀,** | ✔ ♦ | ✔ | ✔ | |
Contributor | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | |||
Viewer | ✔ | ✔ | ✔ |
*The user that creates a new program is its Main Site Contact. This role can be changes after creating the new program
**Can assign user a Main Site Contact
❀ Cannot assign user corporate level roles
♦ Only Main Site Contacts can change a project's properties (e.g. project name) or delete a project.