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Permission Set Glossary - Program
Permission Set Glossary - Program

Areas users can be granted or limited access to in the Program permission set options

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

⭕ This article is for users with the Account Owner role.

1. Archive program --- Allow user to archive a program

When checked, user can:

  • Delete programs from the entire agency (this is irreversible!)

2. Manage programs --- Allow user to create, update and destroy programs

** No longer in use - please use 'Archive program' and 'Update program' **

3. Update program --- Allow user to edit program data

When checked, user can:

  • Edit a program's name, description and contract number

  • Access the program's page through a contact's linked programs in the sidebar

  • Add new or delete enrollment types (🚩if the enrollment types feature is enabled)

  • Add, update and delete goals (🚩if the goals feature is enabled)

When checked, user cannot:

  • Delete a program (unless 'Archive program' is checked)

4. Update program form --- Allow user to update forms related to a program

When checked, user can:

  • Edit any program-wide activity or assessment forms

  • Delete any program-wide activity or assessment forms

5. View program form --- Allow user to view forms related to a program

When checked, user can:

  • View the "Program-Wide Activities" and "Program-Wide Assessments" tab

  • See all activities and assessments filled out for the program

When checked, user cannot:

  • Edit or delete a program-wide activity or assessment form (unless "Update program form" is checked)

6. View programs --- Allow user to view programs

When checked, user can:

  • Access the "Programs" section from the lefthand navigation meu

  • View all programs in the agency and the program's description, contract number and enrollment count

  • View, add, update and delete a program's goals (🚩if the goals feature is enabled)

  • View a program's enrollment types (🚩if the enrollment types feature is enabled)

  • View all forms associated with the program

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