User accounts, provisions, and groups give access to tools and information on the platform. Depending on a user’s provisioning and their group, they will have access to different tools and information. There are three types of users:
Users who sign up for an account
Claimer who can manage information about their programs listed on the platform
Site Worker who can access the tools and information on a Customer Site
Once a user has been authorized, they can be put into groups for access to additional tools and information.
Table of Contents
Anyone can have a user account when they sign up on any platform. Users can log into their account on FindHelp.org or any Customer Site. However, the tools and information they can access will depend on their authorization for whichever site they log into.
At the most basic level all user accounts have the following tools:
Ability to save notes for themselves in My Notes
Ability to save Favorite folders for themselves
Ability to manage referrals for themselves, or referrals that they have made for others
User Provisioning Overview
Once an account has been created, users can be provisioned to access to additional tools based on who they are and how they use the platform.
Generally speaking, there are two kinds of authorization:
Program Provisioning gives a user access to a program listed in the Aunt Bertha Social Care Network. We call these users Claimers as they become authorized by “Claiming” their program. Once authorized, a user can:
Site Provisioning makes someone a Site Worker and gives a user access to additional functionality on a Customer Site, such as:
Additional Site Groups can enable supplemental tools such as access to Site Analytics.
Share referrals they've made with other members of their team with Team Navigation
- Access to Site Analytics
Generally users are authorized for only one of these. However, depending on the Customer, users may be authorized to have access to both a program, and a Customer Site.
Authorizing users for Programs and Customer Sites is managed separately through different tools.
User Authorization Tools
Programs Provisioning can happen via:
Site Provisioning can happen via: