Roles and what each one sees
Two people can open the same dashboard and see different things. What you see depends on your role and on the scopes your account has been given.
The roles
Section titled “The roles”Manager
Section titled “Manager”Managers work above the countries and are the only role that reaches organisation level. Their sidebar at that level has Home active and everything else greyed out, because the reporting sections need a country or a project underneath them. Their setup work lives behind the settings gear: managers, countries, question banks, assessment definitions, pupil metrics, app versions and the SMS log.
Every manager can reach the whole of their organisation. Assigning projects to a manager decides where they land when they sign in and which projects are grouped first in their scope selector; it does not fence off the rest.
Managers come in four levels, covered below.
Country official
Section titled “Country official”A country official oversees one country and lands on it. They see the country’s sections (monitoring activity, impact, assessment data, forms, training, team, regions and the monthly report) and can move down into its projects, but not up to the organisation or across to another country.
Project staff
Section titled “Project staff”Project staff run a single project. They land on it and see its monitoring sections, along with its districts, schools and teachers.
Region official
Section titled “Region official”Region officials are the field monitors who do most of the school visiting. They see the same project-centred view as project staff, focused on monitoring activity and training. Most of their work happens in the mobile app; the dashboard is where their visits are read by others.
Teachers
Section titled “Teachers”Teachers have no dashboard at all. Their app is a separate thing, and a teacher account signing in here does not get a dashboard view. Forms reach a teacher’s app by being assigned to them.
Permission levels
Section titled “Permission levels”A manager’s level is set by three tick boxes on their account; the managers list shows one badge per ticked box (and Junior when none is):
| Level | Set by | What it means |
|---|---|---|
| Admin | Admin ticked | Full control, including all the settings and every destructive action |
| Senior | Senior ticked | A wide view across the organisation, without the administrative settings |
| Finance | Finance ticked | The funding and invoicing side, which lives outside this guide |
| Junior | None ticked | The most limited level, for someone working inside their assigned projects |
The level decides which actions are offered and which are refused. The settings gear appears for administrators at organisation level, and for senior managers and administrators inside a country or project.
Where the two dimensions meet
Section titled “Where the two dimensions meet”Role and scope are separate, and both apply:
- Your role decides what kinds of thing you can do, such as whether you can edit a form or only read it.
- Your scope decides which records you can do it to.
That is why a junior manager can open any project of the organisation but only perform manager-level actions there, while officials and project staff are confined to their own country or project outright. Nobody reaches another organisation.
When something is missing
Section titled “When something is missing”The sidebar always lists every section; the ones that do not apply to the level you are on appear greyed out with a hint saying where they live. Managers can move to a country or a project with the scope selector to reveal them; other roles already live at the level their sections belong to.
Access itself is changed by an administrator from Managers.