User Roles Explained (Facilitating Organisations)
Note: This guide is specific to 'Facilitating Organisations' only, if you are a user for a 'Delivery Organisation' please refer to the guidance found here.
Upshot allows users to have different levels of access to the system. This not only provides greater security, but allows an organisation to simplify their users' accounts, ensuring they only see the information that is relevant to them. This helps to avoid confusion and makes for more efficient access and usage of the system.
There are four facilitating organisation user roles on Upshot, and a user may hold multiple roles simultaneously. Below is a brief explanation of each as well as a video:
System Admin: Has full access to all the options in the Admin tab and can create and edit users, create new projects, and edit global system preferences such as custom attendee data fields, timeline events and outcomes. This would usually only be a handful of people within each organisation that hold this role.
Programme Manager: A programme manager can view specific programmes they are associated with and run specific reports on only this programme. A programme manager can also amend the outcomes, activity types and register preferences for that programme.
Programme Director: A programme director can view all programmes and run reports for all programmes but cannot make any changes to this programme.
Project Viewer: A project viewer can view a sessions list and activities calendar for the project(s) they are associated with. They can see how the project is performing against indicators but cannot make any amendments to the project.
Associations: Although a user may have multiple roles within the Upshot system, it is important to remember you also need to select which programmes and/or projects the user is associated with,from the drop downs that are available once the roles have been selected.