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