Staff Access & Roles Overview
- Staff access in empowOR is controlled by roles, not individual names.
- Each staff member is assigned a role that determines their system privileges.
- Staff positions (e.g., Case Manager, Director) do not affect access.
Common Staff Roles
- Administrator – Full system access.
- Program Manager – Mid-level access.
- Staff General – Limited access.
- Additional roles can be created (e.g., Volunteer, Read Only, Sensitive Info Access).
Types of Access Permissions
- Can Access – Sees the menu item.
- Can Export – Can export lists to Excel.
- Can View – Read-only access.
- Can Manage – Can view, add, and edit data.
Setting Up & Managing Roles
- Creating a Staff Role:
- Navigate to Staff/Donor/Volunteer -> Manage Staff Roles.
- Click Add New Staff Role, enter a name, and save.
- Initially, the role has no access until permissions are assigned.
- Assigning Access Permissions:
- Open Manage Staff Roles.
- Click the Manage Access icon (yellow lock with gear).
- Expand sections to assign specific permissions.
- Save changes.
- Assigning a Role to a Staff Member:
- Go to Manage Staff/Donor/Volunteer.
- Select or add a staff member.
- Assign one or more roles and save.
- Viewing & Adjusting Access Levels:
- Use Manage Staff Access to see and modify all role permissions.
- Adjust specific access settings for multiple roles at once.