Manage Module needs specific access role permissions
For "Enterprise" users, we can choose exactly what permissions our users have for each tab in the client profile and enrollment pages. For the Agency Manager's "Manage" module, you get it all with no limits. Two examples: 1) We would like to be able to assign an Agency Manager that is not allowed to edit programs. 2) We would like an Agency Manager that can add/edit Services and add/edit Accounts, but nothing else.
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Anna Hung commented
'Manage Agency' Toggle in Access Role Setup: Split Out into Separate Manage Agency Toggles for Different Manager Pages (Overview vs. Services vs. Funding vs. Programs etc.)
Currently, within the 'Access Roles' set up in the 'Access Rights' section, there is a 'Manage Agency' checkbox typically toggled on for 'Agency Manager' access roles. When selected, the 'Manage Agency' gives the user access to the 'Manage' button in the Launcher including the tabs 'Overview', 'Services', 'Funding', 'Programs', 'Accounts', 'Assessments', 'Sites', and 'Data Analysis'. When the 'Manage Agency' is unchecked, the user does not have access to any of these tabs as the 'Manage' button is no longer available in the launcher. Communities might prefer for their Agency Managers to not have access to certain 'Manage' tabs such as programs and services but still have access to the other tabs that are included in 'Manage Agency' function. Currently, when 'Manage Agency' is unchecked in the Access Role set up, the Agency Manager loses access to all of the tabs in 'Manage Agency'.
I am proposing to break out the tabs applicable to 'Agency Managers' within the 'Manage Agency' function within Access Roles set up. Possibly, when the 'Manage Agency' is toggled on in the Access Role set up, the below list appears underneath 'Manage Agency' in order to select the appropriate tabs for the user access role, or the below items cannot be toggled on until 'Manage Agency' is checked within the Access Role set up:
Manage Agency - Overview
Manage Agency - Services'
Manage Agency - Funding'
Manage Agency - Programs
Manager Agency - Accounts
Manage Agency - Assessments'
Manage Agency - Sites'
Manage Agency - Data AnalysisAgency Manager Tabs with Access Role 'Manage Agency' On:
[See screenshot "Agency Manager with Manage Agency Function On"]Proposed 'Manage Agency' Access Roles Selections:
[See screenshot "Access Role Management - Proposed Manage Agency Checkboxes"]