Fall 2023 Documentation

List of workflows

• Donation Management (admin)
• Page Creation (family, advocate, admin)
• Family Creation (advocate, admin)
• User Invite (advocate, admin)

Page Creation

• Fill out
  • First and Last name of person for page name

User Roles

• family
  • Can create family pages
  • Can view family pages
  • can share family pages
• advocate
  • Can see family reports page
  • Can see list of pages they manage
  • Can see list of all users
  • Can create family pages
• admin
  • Can distribute donations
  • Can see family reports page
  • Can see list of pages they manage
  • Can see list of all users
  • Can create family pages