Staff Access & Staff Roles

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.