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Workspace, Program, and Opportunity Roles and Permissions

Workspace, Program, and Opportunity Roles and Permissions

    This page documents the Program Manager and Network manager roles and the different accesses available to them under the “Admin”, “Member” and “Viewer” roles.

    The “Member” role does not apply to Program Managers. All Program Management related features are only available to users who are “Admin”.

    Workspace Permissions

    • These permissions are same for Users in Program Manager and Network Manager workspaces.

    Page / Role

    Admin

    Member

    Viewer

    Page / Role

    Admin

    Member

    Viewer

    Edit Workspace Name

    ✅

    ❌

    ❌

    Add / Delete Users

    ✅

    ❌

    ❌

    Program Permissions

    Pages / Roles

    Program Manager

    Network Manager

    Pages / Roles

    Program Manager

    Network Manager

     

    Admin

    Viewer

    Admin

    Member

    Viewer

    Program Page

    ✅

    ✅

    ✅

    ✅

    ✅

    Create / Edit Programs

    ✅

    ✅

    ❌

    ❌

    ❌

    Invite NMs to Programs

    ✅

    ✅

    ❌

    ❌

    ❌

    Accept Program Invites

    ❌

    ❌

    ✅

    ✅

    ❌

    Opportunity Permissions

    Pages / Roles

    Program Manager

    Network Manager

    Pages / Roles

    Program Manager

    Network Manager

     

    Admin

    Viewer

    Admin

    Member

    Viewer

    Opportunity List

    ✅

    ✅

    ✅

    ✅

    ✅

    Opportunity Dashboard

    ✅

    ✅

    ✅

    ✅

    ✅

    Create / Edit Opportunity for Program

    ✅

    ❌

    ❌

    ❌

    ❌

    View Invoice Page

    ✅

    ❌

    ✅

    ✅

    ❌

    Create Invoice

    ✅

    ❌

    ✅

    ✅

    ❌

    Pay Invoice

    ✅

    ❌

    ❌

    ❌

    ❌

    Payment Report

    ✅

    ❌

    ✅

    ✅

    ❌

    Invite Connect Workers

    ✅

    ❌

    ✅

    ✅

    ❌

    Add Budget for New Users

    ✅

    ❌

    ❌

    ❌

    ❌

    Add Budget for Existing Users

    ✅

    ❌

    ✅

    ✅

    ❌

    Add / Update Catchment Areas

    ✅

    ❌

    ✅

    ✅

    ❌

    Send Message

    ✅

    ❌

    ✅

    ❌

    ❌

    Connect Workers Tab

    ✅

    ✅

    ✅

    ✅

    ✅

    Learn Tab

    ✅

    ✅

    ✅

    ✅

    ✅

    Deliver Tab

    ✅

    ✅

    ✅

    ✅

    ✅

    Payment Tab

    ✅

    ✅

    ✅

    ✅

    ✅

    Resend / Delete Worker Invites

    ✅

    ❌

    ✅

    ❌

    ❌

    Add Payment Units

    ✅

    ❌

    ❌

    ❌

    ❌

    Verification Flag Configuration

    ✅

    ❌

    ❌

    ❌

    ❌