User Roles & Permissions Guide

Target Role: Organization Admins & Partner Admins

Administrators manage user roles under Admin Panel > Users & Roles.

Overview

Dream Center Connect provides a role-based access model designed to balance operational freedom with data privacy across your organization network.

graph TD
    User["User Account"] --> Roles["User Roles"]
    Roles --> OrgAdmin["Organization Admin"]
    Roles --> PartnerAdmin["Partner Admin"]
    Roles --> Staff["Staff"]
    Roles --> Volunteer["Volunteer"]

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1. User Roles & Capabilities

Role	Access Scope	Operational Permissions
Organization Admin	Global Platform	Full access across all partner locations, organization onboarding, global audit logs, user management, and executive reporting.
Partner Admin	Single Partner Location	Managing location staff, provisioning check-in kiosk devices, local shift oversight, and partner reporting.
Staff	Facility Operational	Conducting constituent intake, managing household records, creating and resolving shared community needs, and logging shift hours.
Volunteer	Kiosk Check-In Only	Clocking in and out at physical kiosk devices using their phone number. No system web login or email invitation required.

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2. Permission Summary Matrix

Organization Admin

• Manage all partner organization settings.
• Provision and revoke Organization Admin and Partner Admin accounts.
• View global audit logs and initiate user impersonation sessions.
• Access cross-partner analytics and financial reporting.

Partner Admin

• Manage staff user accounts within their assigned partner location.
• Pair and authorize physical check-in kiosk devices.
• Review and reconcile local volunteer shift hours.
• Generate location-specific impact reports.

Staff

• Submit and update constituent intake forms.
• View household profiles and link family members.
• Create, claim, and update shared community needs.
• Log operational shift hours.

Volunteer

• Added directly by administrators without outbound email invitations.
• Authenticate at physical kiosk devices using their phone number.
• Log volunteer service hours via kiosk check-in and check-out punches.

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3. Account Provisioning Workflow

1. Go to Admin Panel > Users & Roles.
2. Click Add Member.
3. Select the assigned role (Organization Admin, Partner Admin, Staff, or Volunteer).
4. For Volunteers, a phone number is required for kiosk check-in verification. No email invitation will be sent.
5. Click Add Volunteer (or Send Invitation for system user roles).