User Roles Explained (Delivery Organisations)
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 six delivery 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:
1. System Admin: Has full access to all the options in the Admin tab and can create and edit other Upshot 'users', and manage system preferences such as attendee data fields, timeline events and locations. This role (on its own) does not have access to attendees’ personal details. This would usually only be a handful of people within each organisation that hold this role. To find out more about the System Admin role click
here.
2. Project Director: A user with this role has the ability to view the system in its entirety, except attendees’ personal details. The role does not have the permission to make any changes to the system. A project director can pull reports from the system, but none containing personal details.
3. Project Manager: A user with this role has the ability to create and configure projects created by the System Administrator. Importantly, this role has access to attendees’ personal details and can choose outcomes, select activity types, set indicators and create sessions for the project they are associated with.
4. Session Registrar: A user with this role only has access to attendee’s details and registers. They can add or remove attendees to registers as well as submit them. You may give this role to a sports coach.
Note:
If you are going to choose the ‘session registrar’ role, you may want to add the ‘attendee’ role as well, since session registrars often need to be added to registers.
5. Attendee: Selecting this role will create a participant profile for the user. This allows a session registrar to record themselves or another user as the instructor/coach/participant on a session. This role is designed specifically to sit alongside other roles, with no administrative power of its own.
6. Team Manager: This role is for our Upshot Club Projects to manage the team function. It works similarly to the Project Manager role. Team managers will only see the relevant teams they are made managers of and only be able to add activities and sessions to this team. Please contact us to find out more about this role.
Project Associations: Although a user may have multiple roles within the Upshot system, it is important to remember you also need to select which projects the user is associated with. A user could be a project manager on one project, but on a different project, they might only be a session registrar. For the third project, the user may have no access and therefore won’t see the project at all.