Step 3 - Permissions for Role
Step 3 - Permissions for Roles
Responsible for step – Information Technology
Tasks in step
- Default permissions are setup for each role when a Team is first created.
- These are the roles available in descending order of functionality
- Account Team
- Supervisor
- User
- Client
- IT will meet with the Account Team to augment the default permissions based on the functionality needed by the Team for their program.
Detail overview of steps
There are over 500 permissions available in i:c to assign to roles on a Team. These permissions determine the functionality available for each role. When a Team is launched default permissions are setup for each role to make setup quicker. These defaults are features of the Team that roles generally use.
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To fine tune the permissions on the roles for a new Team, IT will setup a meeting with the Team setup person to review and make adjustments from the default setup.
Highly important in this process are the report permissions which determine which reports are displayed on the report list for each role.