Permissions

Users in Touchpoints have varying levels of permissions:

1. Globally, a user is either an Admin or not
2. Every user belongs to an Organization, and user may be made an Organization Manager

Roles

Roles based on a User's admin flag

• Admin - access to all aspects of Touchpoints System

Permissions related to Forms and their Responses

• Form Manager - access to all aspects of a Form and its Responses
• Response Viewer - read-only access to a Form and its Responses

Permissions related to the U.S. Digital Registry

• Registry Manager - can manage all aspects of the U.S. Digital Registry, including Websites, Mobile Applications, and Social Media Accounts
• Organizational Website Manager - a user with a User record with the organizational_website_manager flag - can edit and update all Website records for an organization
• Website Manager - a user with an email matching the listed Website Manager field for a Website, can edit and update the Website.

Permissions related to Data Collections

• Performance Manager - access to all CX Data Collections
• CSCRM Data Collection Manager - access to all CSCRM Data Collections

Permissions related to Services

In this context, a Service is a public service like: Applying to receive an Education Loan, VA Health Services, Issuing a Passport

• Service Manager - a user with a User record with the service_manager flag - can edit and update all Service records across organizations

How do Personas map to Roles & Permissions?

• Admin has admin flag set
• Form Manager and Response Viewer can login, but do not have admin flag set
• Form Manager can login and has FormManager role in a UserRole record
• Response Viewer can login and has ResponseViewer role in a UserRole record
• Public users do not login

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For more detailed information on how each Persona can use Touchpoints, see the Use Cases.