Organization & Partner Management Manual

Target Role: Organization Admins & Partner Admins

Access to features detailed in this guide requires Organization Admin or Partner Admin role credentials.

Overview

The Admin Dashboard provides full visibility over partner organization structures, location settings, and user role management across your network.

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1. Managing Partner Organizations

Adding a New Service Partner

1. Log into the dashboard with Organization Admin privileges.
2. Navigate to Admin Panel > Partner Organizations.
3. Click Add Partner.
4. Complete the partner details in the Add Service Partner dialog:
   • Partner Name: Name of the partner organization or facility (e.g. Community Food Pantry).
   • SLA Limit (Hours): SLA turnaround timeframe in hours for routing due dates (Default: 72 hours).
   • Description: Summary of services provided by the partner facility.
   • Website URL: Official website URL for the partner.
   • Public Category Name: Display category shown to those requesting assistance (e.g. Food Support).
   • Default Triage Partner: Toggle switch setting whether unrouted assistance requests automatically route to this partner.
   • Focus Keywords: Keywords describing specific request types this partner specializes in.
5. Click Save Partner.

Interactions execute through the List Partners Endpoint.

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2. Managing Staff & User Roles

User Role Hierarchy

The application interface presents 3 primary roles when managing user accounts:

User Role	Access Scope	Operational Responsibilities
Organization Admin	Global Platform	Complete access across all partner locations, organization onboarding, global audit logs, executive reporting.
Partner Admin	Single Partner Site	Managing location staff, provisioning kiosk devices, local shift oversight, partner reporting.
Staff	Facility Operational	Performing constituent intake, managing household records, creating and resolving shared needs, logging shift hours.

Assigning User Roles

1. Go to Admin Panel > User Profiles.
2. Search for the user by name or phone number.
3. Select Edit Profile.
4. Choose the appropriate role (Organization Admin, Partner Admin, or Staff).
5. Click Save Role Changes.

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Next Steps

• User Security & Permissions: For a detailed breakdown of user access levels, see the User Roles & Permissions Guide.
• Security Auditing: For instructions on admin impersonation and security banners, see the Security Auditing & Impersonation Manual.