Creating User Roles in Off-Duty Blue Portal #
Objective #
This SOP outlines the steps to create and manage different levels of administrator roles within the Off-Duty Blue portal.
Key Steps #
1. Understanding Administrator Levels 0:01
- Primary Administrator:
- Highest level of access with no restrictions.
- Can change settings and manage all aspects of the portal.
- Assistant Department Administrator:
- Limited access compared to primary admin.
- Can manage scheduling and officer assignments but cannot change system settings.
2. Accessing the Administration Tab 0:41
- Log in to the Off-Duty Blue portal.
- Navigate to the Administration tab.
- Click on the Staff area to view all administrators.
3. Modifying Administrator Permissions 1:06
- Select the staff member whose permissions you want to modify.
- Click on their user profile.
- Adjust permissions as needed (e.g., change from primary admin to assistant department administrator).
4. Assigning Job Site Coordinator Role 2:25
- In the Staff area, select the officer you want to assign as a Job Site Coordinator.
- Scroll to Assigned Clients and add clients they will manage.
- Click Save to apply changes.
5. Understanding Job Site Coordinator Limitations 5:03
- Job Site Coordinators can only view and manage details for their assigned clients.
- They cannot access administrative features like invoices or time sheets.
6. Creating Details for Job Site Coordinators 6:09
- Job Site Coordinators can create details for their assigned clients.
- Ensure the client is in the system before attempting to create a detail.
Cautionary Notes #
- Ensure that permissions are correctly assigned to avoid unauthorized access.
- Regularly review user roles to maintain security and efficiency.
Tips for Efficiency #
- Use clear naming conventions for clients and roles to simplify management.
- Regularly update the list of assigned clients for Job Site Coordinators to ensure they have the necessary access.
