This article explains the key differences between roles in SaferMe.
We have two sets of roles within SaferMe. The first set are the roles relating to an 'Organization'. The second set are the roles relating to 'forms'.
Organization Roles
Owner (of an org)
There can only be one organization owner. The owner has the highest level of permissions meaning they can do everything the other roles can do. They can also delete anything from the organization.
Admin (of an org)
Admins of an org can do everything an Owner can except delete forms. There can be multiple admins in an organization.
Admins can become the Owner of the organization if transferred by the current Owner.
Manager (of an org)
This role is tailored for contact tracing customers.
A Manager of an organization can
- Add members to an organization
- Add members to forms that the manager is an admin of
- Edit members and other managers
- Promote members to managers
- Edit forms that they are an admin of
- View form data for forms that they are an admin of
Managers of an organization cannot
- Edit or delete roles higher than them such as organization Admins and Owners
- View contact data
- Delete forms
- Change the supervisor of an Admin
Pending Members Tab
- A manager can add members
- A manager can delete members from the pending tab
Card-Only Tab
- A manager can add members
- A manager can delete members from the card-only tab
The add on and details options on the left toolbar will be unavailable to Managers.
Member (of an org)
Members of an organization have permission to make reports on forms that they have been added to. They do not have access to the 'Admin' panel.
Supervisor (of someone in the org)
Supervisors can be assigned to anyone in an organization on the members page.
When a report state is set to Assign to Supervisor and reports are made by someone who has a supervisor assigned to them, then those reports are automatically assigned to their supervisor. The supervisor will receive a notification each time a report has been assigned to them. They can then open the report on SaferMe, review and take action.
It's important to note that if a report state is set to Assign to Supervisor, all users of the organization must have a Supervisor assigned. If a report is submitted by someone who does not have an assigned Supervisor, an error message is sent to support@safer.me.
Form Roles
Owner (of a form)
The owner has the ability to add and remove others. The owner can edit the design of the form, see the data on that form and can delete the form.There can only be one owner of a form.
Administrator (of a form)
Administrators can manage forms that they are administrators of. They first need to be added to a form as an administrator by the form owner. Once added to a form, administrators can add and remove operators. They can edit the design of the form and see the data on that form. There can be multiple administrators of a form.
Operator (of a form)
Operators can make reports on forms that they have been added to. There can be multiple operators of a form.
If you want to find out more anything mentioned in this article please reach out to support@safer.me.