Section 2 - SMS Roles
SMS Roles
There are 4 roles in SMS, Administrator , Manager , Editor and User . Here is a quick breakdown of each role followed by a table showing the rights of each role:Administrator: This role can do anything within the system. We recommend only have a maximum of 2 administrator accounts.
Manager: The manager role can do everything an admin account can do except for adding new projects into the system.
Editor: This is the worker bee role. This is used for the people who will be inputting data across the system.
User: This is basically a read-only role. This user can login, review charts and search for stakeholders, etc. They can add nothing to the system.
| Admin | Manager | Editor | User | |
|---|---|---|---|---|
| Stakeholder Management | ||||
| Add Stakeholders | ||||
| Edit Stakeholders | ||||
| Delete Stakeholders | ||||
| Search Stakeholders | ||||
| Add Inquiries | ||||
| Edit Inquiries | ||||
| Delete Inquiries | ||||
| Add a Contact | ||||
| Edit a Contact | ||||
| Delete a Contact | ||||
| Add a Followup | ||||
| Edit a Followup | ||||
| Delete a Followup | ||||
| Add a Property | ||||
| Edit a Property | ||||
| Delete a Property | ||||
| Add Meetings | ||||
| Edit Meetings | ||||
| Delete Meetings | ||||
| System Management | ||||
| Add Users/Contacts | ||||
| Edit user/Contacts | ||||
| Delete Users/Contacts | ||||
| Add/Manage Projects | ||||
| Misc. Tools | ||||
| Add News | ||||
| Edit News | ||||
| Delete News | ||||
| View News | ||||
| Add Project Documents | ||||
| Edit Project Documents | ||||
| Delete Project Documents | ||||
| View Project Documents | ||||
| Add Hyperlinks | ||||
| Edit Hyperlinks | ||||
| Delete Hyperlinks | ||||
| View Hyperlinks | ||||
| Add FAQ's | ||||
| Edit FAQ's | ||||
| Delete FAQ's | ||||
| View FAQ's | ||||
| Add Events | ||||
| Edit Events | ||||
| Delete Events | ||||
| View Events | ||||
| Add Signup Sheets | ||||
| Manage Signup Sheets | ||||
| Review Stakeholders | ||||
| Add Mailings | ||||
| Edit Mailings | ||||
| Delete Mailings | ||||
| View Mailings | ||||