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 all associated entities) 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 sign in 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 sign in 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.

Programs

Any admin who has access to at least one organization can create a new program. Once a program is created, a Service can be associated with it by visiting the Service, then selecting the Program it should be associated with at the top of the Service form. Easy access to all Services is provided on the admin home page.

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

Deleting an Organization will delete all of its Contacts, all of its Locations, all of its Programs, as well as all entities that get deleted when Locations and Contacts are deleted.

Programs

Deleting a Program will delete all of its Services.

Locations

Deleting a Location will delete its Address, its Mail Address, all of its Contacts, all of its Phones, all of its Regular Schedules, all of its Holiday Schedules, all of its Services, and all of the Contacts that belonged to each Service.

Services

Deleting a Service will delete all of its Contacts, all of its Regular Schedules, and all of its Holiday Schedules.

Contacts

Deleting a Contact will delete all of its Phones.