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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

✅

❌

❌

❌

❌