The University of Massachusetts Amherst

CORUM User Roles

Facility Director & Facility Administrator:

  • Access to all tabs and functionality

Senior Staff

  • Can create new orders on behalf (provided the user has a payment source already—see below)
  • Orders tab
  • Reservations tab
  • Users tab
    • only able to create user accounts—no payment sources (no access to ‘payment sources’ link in left-menu)
    • No editing of existing user accounts
  • Product tab
    • Instruments
      • Details tab – view not edit
      • Scheduling tab – view/edit (can edit schedule rules)
      • Access List tab  – view/edit (can add approved users)
      • Scheduling groups tab – view/edit (can create groups)
      • Pricing tab – view not edit
      • Restrictions tab – view not edit
      • Reservations – view/edit (can make admin reservations, take instruments offline, and send bulk emails)
      • Docs tab – view/edit (can add documentation)
      • Accessories tab – view/edit (can add/edit accessories)
    • Services
      • Active and Inactive tabs
        • Details tab – view not edit
        • Pricing tab – view not edit
        • Docs tab – view/edit (can add documentation)
        • Order Forms tab – view/edit (can edit order forms)
    • Items
      • Details tab – view not edit
      • Pricing tab – view not edit
      • Docs tab – view/edit (can add documentation)
    • Reports tab
    • Notices
      • Problem Queue view/edit

Staff

  • Can create new orders on behalf (provided the user has a payment source already—see below)
  • Orders tab
    • New/In Process tab only
  • Reservations tab
    • Daily View
      • Can edit reservations from here
      • Can ‘Add to Reservation’ from Order detail pop-up
    • New/In Process tab
  • Users tab
    • only able to create user accounts—no payment sources (no access to ‘payment sources’ link in left-menu
  • Product tab
    • Instruments
      • Active and Inactive tabs
        • Details tab – view not edit
        • Scheduling tab – view not edit
        • Access List tab  – view/edit (can add approved users)
        • Scheduling groups tab – view not edit
        • Pricing tab – view not edit
        • Restrictions tab – view not edit
        • Reservations – view/edit (can make admin reservations)
        • Docs tab – view not edit
        • Accessories tab – view not edit
    • Services
      • Active and Inactive tabs
        • Details tab – view not edit
        • Pricing tab – view not edit
        • Docs tab – view not edit
        • Order Forms tab – no access
    • Items
      • Active and Inactive tabs
        • Details tab – view not edit
        • Pricing tab – view not edit
        • Docs tab – view not edit

 

All Roles

  • May create a training request
  • May complete an external service
  • May edit, view and cancel details about their own orders
  • May add, edit, view and remove their own reservations

Facility Operator Roles

  • Facility Staff
    • May view, but not edit administrative details about products
    • May view and update details about orders, except problem or disputed orders
    • May view instrument schedule rules but not edit or remove them
    • May view, but not change, product pricing rules
    • May add, edit, view, and remove administrative reservations for instruments
    • May view the list of product documentation files
    • May view administrative details for facility users, but not change them
    • May view orders and reservations for facility users
    • May place orders on behalf of other users
    • May grant or deny permission to use instruments
    • May view the list of accessories for a product
  • Facility Senior Staff
    • Has all the privileges of Facility Staff
    • May add or remove product accessories
    • May view product reports
    • May add, edit, and remove instrument schedule rules and scheduling groups
    • May upload and remove product documentation files
  • Facility Director
    • Has all the privileges of Facility Senior Staff
    • May manage details about the facility (name, description, contact info, etc.)
    • Has access to problem and disputed orders
    • Has access to and may manage billing to:
      • View and manage orders, including disputed orders
      • Reassign the accounts associated with orders
      • Create and manage journals
    • May edit administrative details about products
    • May bulk-import orders
    • May create new users and assign user roles, no editing of existing user accounts
    • May add, edit and remove price groups, and add and remove a price group's users and accounts
      • An exception is that no changes to the base and external rate price groups, are allowed
  • Facility Administrator
    • Has the same privileges of Facility Directors

Account Roles

  • Owner
    • This is usually the PI (Principal Investigator)
    • May purchase reservations, items, and services using their accounts
    • May add/remove business administrators and purchasers from their accounts
    • May view all transactions placed on their accounts regardless of who did the ordering.
    • May dispute charges placed on their accounts
    • Each account can have one and only one owner
  • Business Administrator
    • Has all of the same privileges as the Owner
    • An account may have as many BAs as they would like
  • Purchaser
    • May purchase reservations, items, and services using their accounts

Global Roles

  • Administrator
    • Virtually equivalent to being a Facility Administrator for all facilities
    • May suspend/activate accounts
    • May suspend/activate users
    • Has no restrictions except in some cross-facility contexts
      • They may not manage billing cross-facility (as Global Billing Administrators may do)
  • Global Billing Administrator
    • This role can manage billing in a cross-facility context where a user may:
      • View and manage orders, including disputed orders
      • Create and manage journals
    • The Global Billing Administrator role has some incompatibilities with other user roles, and if used, should be assigned to a dedicated user login
  • Account Manager
    • This role manages accounts and users in a cross-facility context
      • May add or remove users to virtually any account
      • May suspend/activate accounts
    • May provision new users
    • The Account Manager role has some incompatibilities with the Administrator role