Manage People

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
• 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

*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.