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)
- Active and Inactive tabs
- 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
- Instruments
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
- Daily View
- 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
- Active and Inactive tabs
- 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
- Active and Inactive tabs
- Items
- Active and Inactive tabs
- Details tab – view not edit
- Pricing tab – view not edit
- Docs tab – view not edit
- Active and Inactive tabs
- Instruments
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
- This role can manage billing in a cross-facility context where a user may:
- 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
- This role manages accounts and users in a cross-facility context