Hands Of HopeFor The Community

Role Management

System roles and their associated permissions

Admin

Complete system authority — full access to all features

System Role

Households

View

Create

Edit

Delete

View Sensitive Data

Members

View

Create

Edit

Delete

Visits

View

Create

Edit

Delete

Outreach Events

View

Create

Edit

Delete

Documents

View

Upload

Review

Delete

Reports

View Basic

View Advanced

Export

Alerts

View

Assign

Resolve

Override

Communications

Send Individual

Send Bulk

View Templates

Manage Templates

User Management

View

Create

Edit

Delete

Manage Roles

System Administration

Import Data

Merge Records

Override Blocks

Manage Settings

View Audit Log

Staff

Advanced access — records, reports, communications, and overrides

System Role

Households

View

Create

Edit

Delete

View Sensitive Data

Members

View

Create

Edit

Delete

Visits

View

Create

Edit

Delete

Outreach Events

View

Create

Edit

Delete

Documents

View

Upload

Review

Delete

Reports

View Basic

View Advanced

Export

Alerts

View

Assign

Resolve

Override

Communications

Send Individual

Send Bulk

View Templates

Manage Templates

User Management

View

Create

Edit

Delete

Manage Roles

System Administration

Import Data

Merge Records

Override Blocks

Manage Settings

View Audit Log

Note: Roles are assigned to users in the User Management page. Platform administrators (role = "admin") always have full access regardless of app role.