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Participant Permission Sets - Available & Blocked Settings
Participant Permission Sets - Available & Blocked Settings

Which permission settings for a participant permission set are available, and which are blocked

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

🚩 Only applicable to agencies using the Participants feature.

When creating new permission sets, you have the option to identify if a permission set is being created for a Participant user. To read more about what this setting is and why it is important, see our help article here:

Participant Permission Sets

Below is a list of the permission settings that are available to grant access to for participants, and a list of the settings we've blocked. If you have any questions about these settings and what they do, please reach out to us through chat, or check out our Glossary here.

Accessible Permissions for Participants

Contact

  • Create contact --- Allow user to create a contact

  • Create contact document --- Allow user to upload a document associated with a contact

  • Manage contact program disenrollments --- Allow user to disenroll contacts from their programs

  • Manage contact program enrollments --- Allow user to manage contact program enrollments

  • Update contact document --- Allow user to edit a document for a contact

  • View Activities tabs for contact --- Allow user to view the Activities tabs on a contact

  • View Assessments tabs for contact --- Allow user to view the Assessments tabs on a contact

  • View contact --- Allow user to view contact detail

  • View contact dashboard --- Allow user to view contact dashboard

  • View contact document --- Allow user to view contact document

  • View contact event --- Allow user to view events related to contact activity

  • View contact group --- Allow user to view contact group data

  • View contact program --- Allow user to view program enrollment history for a contact

  • View contact sidebar assigned staff --- Allow user to view staff assignments in contact sidebar

  • View contact sidebar group --- Allow user to view groups in contact sidebar

  • View contact sidebar program --- Allow user to view programs in contact sidebar

  • View contact sidebar uid --- Allow user to view unique user id in contact sidebar

Contact Type

  • Update contact sub type --- Allow user to update contact type data

  • View contact sub type --- Allow user to view contact types

Document

  • View agency document --- Allow user to view agency documents

Form

  • View form --- Allow user to view form template

Form Result

  • Update form data --- Allow user to contact form results

  • View all form result data --- Allow user to view all form results

  • View form data --- Allow user to view form results that they created

  • View QRIS Rating data --- Allow user to view QRIS form results

Help

  • View help menu --- Allow user to view help menu

Note

  • Update note --- Allow user to create or edit a contact note

Participant

  • Manage participants --- Allow user to manage participants

  • View participant emails --- Allow contact user to view participant emails

Program

  • Update program form --- Allow user to update forms related to a program

  • View agency programs --- Allow user to view agency Programs

  • View program form --- Allow user to view forms related to a program

  • View programs --- Allow user to view programs

Report

  • View report --- Allow user to view agency reports

  • View the CCAT Report --- Allow user to view the CCAT Report

  • View dashboard --- Allow user to view agency dashboards

Tasks

  • Archive task --- Allow user to archive a task

  • Create task --- Allow user to create a new task

  • Update task --- Allow user to edit a task

  • Update task assignment --- Allow user to reassign a task

  • View assigned by user --- Allow user to view the name of the person who assigned them a task

  • View task --- Allow user to view tasks

Blocked Permissions for Participants

Account

  • Manage account/users --- Allow user to manage account users, permissions, agency profile

Contact

  • Archive contact --- Allow user to archive a contact

  • Archive contact document --- Allow user to destroy a document associated with a contact

  • Archive contact type --- Allow user to archive a contact type

  • CareWait waitlist integration --- Import contacts from the waitlist

  • Create contact group --- Allow user to create a group associated to a contact

    Create contact user --- Allow user to create a contact who is also a user

    Destroy contact --- Allow user to destroy a contact

  • Manage contact user invitations --- Allow user to invite a user who will be a contact

  • Map contact data --- Allow user to use the data mapping feature to map existing data to form fields

  • Update contact --- Allow user to update contact detail

  • Update contact staff --- Allow user to assign staff

  • View all agency program contacts --- Allow user to view contacts for all programs of an agency

  • View contact audit --- Allow user to view and print contact audit

  • View contact letter --- Allow user to view contact letters generated by mailings

  • View contacts by assigned staff --- Allow user to view contacts they are assigned to

  • View my contacts --- Allow user to view contacts that they created

  • View unenrolled contacts --- Allow user to view contacts not unenrolled in any program

Contact Type

  • Archive contact sub type --- Allow user to archive a contact type

  • Create contact sub type --- Allow user to create a contact type

Data Import

  • Manage data imports --- Allow user to upload data to create/update contacts and contact form results

Document

  • Archive agency document --- Allow user to destroy an agency document

  • Update agency document --- Allow user to upload and edit an agency document

Event

  • View event --- Allow user to view agency events

Form

  • Archive form --- Allow user to destroy a form template

  • Manage Lua scripting --- Allow user to add new / edit existing Lua scripting calculations

  • Update form --- Allow user to update a form template

Form Result

  • Archive form data --- Allow user to archive a form result

  • Update archived form data --- Allow user to update archived form results

Group

  • Update group --- Allow user to edit a contact group

Importer

  • Manage importer imports --- Allow user to manage importer data imports

  • Manage importer reversions --- Allow user to manage importer reversions

  • Upload data for import --- Allow user to upload and initiate import jobs

  • View all importer data --- Allow user to view all agency importer input files, jobs, and logs

Program

  • Archive program --- Allow user to archive a program

  • Manage programs --- Allow user to create, update and destroy programs

  • Update program --- Allow user to edit program data

Report

  • Archive report --- Allow user to archive a report

  • Update report --- Allow user to add and edit agency reports

  • View all background jobs --- Allow user to view all reports run as background jobs

  • View QRIS Rating Preview --- Allow user to view QRIS Rating Preview

  • View standard export --- Allow user to view standard exports

  • View standard report --- Allow user to view standard reports

  • Approve Invoices --- Allow user to approve monthly agency invoices

  • Certify Attendance --- Allow user to certify monthly attendance

  • Export Invoices --- Allow user to export and download monthly agency invoices

  • View Contact Attendance Report --- Allow user to view the attendance reports tab

  • View Contact Payment Report --- Allow user to view the payments reports tab

QRIS Submission

  • Manage QRIS submissions --- Allow user to approve submitted QRIS ratings

Sessions

  • View attendance --- Allow user to view attendance

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