Add People/Edit or Remove Permissions

Permissions in the certification website fall into two categories, Corporate level permissions, and Program level permissions. Details of the different permission types and what capabilities they provide are below. 

Add People

Most people will be added at the program level, such as when team members are added to a program to collaborate. Corporate level permissions are useful if all of the programs within the organization need to be accessed by one person. 

Adding to a Program

  1. Open the program you would like to invite someone to.
  2. Navigate to the Contacts tab and click to Invite a Contact.
  3. After entering the contact information for one or more people that you would like to invite, click Invite.
  4. You can check what invitations have been sent and who has accepted invitations by clicking on the Invite a Contact button again.

Adding to an Organization

  1. Open the Organization Info page and click the Invite Contact button.
  2. After entering the contact information, click submit.
  3. The invited contact can now be found by clicking the Contacts button

Edit or Remove Permissions

Once someone has been added to the system, their permissions for the organization and program can be edited or removed at any time. 

To edit or remove permissions, go to the same location where the contact was added to the organization or program (see above). The contact will be listed and next to their name, you will find  buttons to assign a different permission level or remove their permissions.

Corporate Permissions

Corporate level permissions provide access to all of the programs within the organization without needing to be invited to each of the individual programs. 

Secondary Corporate Contact

Able to access all of the programs within the organization.

Permissions and Features
  • Edit and view level permissions for each program within the company
  • Able to make payments for fees for any program within the company
  • User-management:
    • Can add and/or approve people to be included in the organization or remove people from an organization
    • Able to manage program level contacts (i.e. add or remove people from programs or change the program level permissions including themselves)
    • Able to manage corporate level contacts (add or remove secondary corporate contacts)
  • Able to create new programs
  • Dashboard with information about all of the programs they are linked to
  • Able to generate reports on programs they are linked to

Main Corporate Contact

The primary account holder for the organization. Able to make changes to information about the organization (name, headquarters address, etc.). There is only one Main Corporate Contact per organization.

Permissions and Features
  • All the permissions and features of the Secondary Corporate Contact, plus:
  • Able to change organization level information
  • Able to designate a new/replacement Main Corporate Contact

Program Permissions

Program level permissions provide access to specific programs. Applicants may have access to multiple programs.

Viewer

Permissions and Features
  • Can view the program including all of the projects and application questions but is not able to make changes
  • Able to pay program fees
  • The program will be displayed in the user’s dashboard 

Contributor

Permissions and Features
  • All of the permissions and features of a Viewer, plus:
  • Can make changes to projects within a program (answer/edit application questions and add/remove projects or change project name)
  • Can manage (add, remove, edit) other program level contacts (for those with Contributor or Viewer permissions)

Main Site Contact

The primary account holder for the program. Able to do any functionality within the program. There is only one Main Site Contact per program.

Permissions and Features
  • All of the permissions and features of a Contributor, plus:
  • Can change program level information (e.g. program name)
  • Submits application
  • Can designate a new Main Site Contact
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