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Grants Functionality by Role

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rdataload
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4 views

Grants Functionality by Role

Uploaded by

rdataload
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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1)Grants Administrator (Dave Fuson)

a) Create an RAB Grant


The Grants Administrator cannot create an RAB Grant.

b) Create a Supplemental Grant


The Grants Administrator cannot create a Supplemental Grant.

c) Edit an RAB Grant


d) Edit a Supplemental Grant
e) View an RAB Grant
The Grants Administrator can view All RAB Grants across all RABs. The Grants Administrator can
view RAB Grants that are marked Hidden. The Grants Administrator can view all financial
information for all RAB Grants.

f) View a Supplemental Grant


g) Co-Chair Review, Vote and Release for Committee Voting
h) Cast Committee Vote
i) Create a Grant Vote
j) Edit a Grant Vote
k) Delete a Grant Vote
l) View Votes
m)Final Co-Chair Review
n) Final IMPACT Review
o) Mark Grant Hidden
p) Delete a Grant
q) Create an “Invoice”
r) Edit an “Invoice”
s) View an “Invoice”
t) Mark an “Invoice” Hidden
u) Delete an “Invoice”
v) Create a Committee
w) Edit a Committee
x) View a Committee
y) Create a Committee Member
z) Edit a Committee Member
aa) View a Committee Member
bb) Create a KPI
cc) Edit a KPI
dd) Mark a KPI Active/Inactive
ee) Delete a KPI
ff) Create a KPI/Grant Relationship
gg) Edit a KPI/Grant Relationship
hh) View a KPI/Grant Relationship
ii) Delete a KPI/Grant Relationship
jj) Create a Contact Administrator/Grant Relationship
kk) Edit a Contact Administrator/Grant Relationship
ll) View a Contact Administrator/Grant Relationship
mm) Delete a Contact Administrator/Grant Relationship
nn) Create an RAB Ledger Entry
oo) Edit an RAB Ledger Entry
pp) View an RAB Ledger Entry
qq) Delete an RAB Ledger Entry
rr) Create/Edit a Task
ss) Create/Edit an Event
tt) Create Report
uu) Create Dashboard
vv) Run Reports
ww) Run Dashboards
xx) Create/Edit/Publish Knowledge Articles
yy) View Knowledge Articles
zz) Create Cases
aaa) Edit Cases
bbb) View Cases
2)IMPACT CEO (Kevin Hilton)

3)Regional Directors (Mark Thomas, Zach Gorman,


Harvey Swift, Bert Royer, Jimmy McGuire)

4)All other Internal Users

5)BD Users – No Access

6)RD Assistant – No Access

7)Executive Committee Co-Chair

8)Executive Committee Member

9)Primary Contact (IMPACT Member && SCA or


Contractor or Local Union Chapter (not Branch))

10) All other Primary Contacts – No Access

11) All other Community Users – No Access

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