Admin interface basics

Authorization

There are two types of admin users: regular admins and super admins

Capabilities of regular admins:

• Can access their organization's data
• Can access locations (and associated organization and services) to which they have been added as an admin.
• Cannot create new organizations
• Can create new locations for their organization
• Can create new services for their locations

Capabilities of super admins:

• Can access the entire database
• Can create, edit, and delete organizations, services, and locations

How authorization is determined

For regular admins who # with their organization email, such as john.doe@example.org

The app looks in the database for the domain name part of their email address (example.org). If it finds it, it gives them access to the organizations, locations and services that contain that domain name.

For regular admins who # with a generic email, such as john.doe@gmail.com

They will get access to entities that are associated with locations to which they have been added as an admin. If there are none, they can request access to a specific location by asking a super admin or someone who already has access to that location. An admin can be added to a location by visiting that location in the admin interface, then clicking the Add a new admin email button, entering the email address, and clicking the Save changes & apply edits to database button at the bottom of the page.

How to make a user a super admin

For security reasons, this needs to be done manually by someone who has access to the database. Instructions are provided in the installation documentation.

Creating Entities

Organizations

You must be a super admin to create a new organization. Once the organization is created, you can create Contacts for it by visiting the organization and scrolling all the way down to the Contacts section. To create a Location for an Organization, click the Add a new location button from the admin home page, then choose the Organization you wish to create this location for.

Locations

Any admin who has access to at least one organization can create a new location. Once the location is created, you can create Contacts for it by visiting the location and scrolling all the way down to the Contacts and Services sections.

Services

Services must belong to a Location and a Location only. Therefore, they are created through Locations. To create a Service, you must first visit the Location that provides that Service, then create the Service for that Location. Once the Service is created, you can create Contacts for it by visiting the service and scrolling all the way down to the Contacts section.

Deleting Entities

Organizations