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Admin Menu
- Site management tools
- Only accessible to users with Administrator permissions
Staff Menu
- Staff permission and management tools
- Accessible to Administrators and Managers
Participants Menu
- Primary data entry area
- Most staff have access
Organizations Menu
- Enter organizations for reference/partnership
- Required for dropdown lists in Participant area
Reporting Menu
- Two report types:
- Core Reports (enrollment, services, demographics)
- Advanced Reports (license-restricted)
Group Functions Menu
- Perform group-level actions
- Limited access (typically Administrators/Managers)
- Can enroll/add services/outcomes for multiple clients
Data Import/Export Menu
- Manual file import/export
- Dependent on specific plugins
Client Inquiries Menu
- Import client data from specific URLs/forms