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Home Help Centre Portal Administration Permissions

Permissions

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Who can use this feature?

  • Portal Staff with the Staff permission
  • Administrators

Frequently asked questions

Imagine you’re at a big amusement park with various rides and attractions. In this park, roles are like different types of tickets you can have—each ticket type allows access to a specific set of rides. For example, a “Roller Coaster Enthusiast” ticket might get you onto all the roller coasters, while a “Water Park Adventurer” ticket gives you unlimited access to the water slides.

Permissions, on the other hand, are like the individual stamps or marks on your ticket that specify exactly which rides you can go on. Even if you have a “Roller Coaster Enthusiast” ticket, you might have permissions (or stamps) that allow you on the “Giant Drop” and the “Loop-the-Loop” but not on the “Twister.”

In the Jobs Portal:

  • Roles are general categories that group together certain types of access or actions you can perform within the website or portal.
  • Permissions are more specific and detail exactly what actions a Portal Staff user can perform.

Permissions

The WDT Service Provider Portal permission system provides precise control over what staff can access and manage. These permissions can be set at the individual staff level.

There are 3 levels of permissions:

Service Provider Group Administration

Allows system service managers to assign permissions for an individual staff member to manage specific aspects across their group of service providers, including:

  • Service Providers
  • Staff
  • Clients
  • Referrals
  • Job Postings
  • Tasks
  • Reports

Service Provider Administration

Service providers can assign permissions for the individual staff member to manage the organizations:

  • Staff
  • Clients
  • Referrals
  • Job Postings
  • Tasks
  • Reports

Caseworker Administration

Service providers can assign permissions for the individual staff member to manage their own:

  • Clients
  • Job Postings
  • Tasks
  • CaMS Linking/Unlinking

Portal Staff can be assigned any combination of permissions across any of the three access levels.

  • Please note, to fully leverage some of these new permissions, further implementation efforts are necessary, particularly in managing service providers.

Assign permissions

1. To assign permissions to a staff account, navigate to the staff member’s profile by going to People, select Filters, choose the Staff User Type, then select the staff member you wish to assign permissions to.

2. From the Staff Profile, select the Permissions tab. Choose the desired permissions by selecting the checkboxes and then hit Save to complete the process.

  • Selecting the checkbox next to the permission level heading, ie: Caseworker Administration, will allow you to quickly enable all of the settings within that category of permissions.