Roles and what each one sees

Your account has a role. The role decides two things: what appears in your sidebar, and which actions you are allowed to take. This page explains both.

If a button or page described elsewhere in this guide is missing for you, it is almost always because your role does not include it.

The four roles

Administrator (Manager)

Administrators run the whole system. Below the Jolly Monitor logo, the sidebar of a full administrator opens with an Admin section:

• Home: the organisation overview
• Managers: manage administrator accounts
• Countries
• Question Banks
• Assessment Definitions
• App Versions
• Sent SMS

Below that is a My Projects list with a link to each project.

Managers come in three levels: administrator, senior manager and junior manager. Senior and junior managers do not see the Admin section; their sidebar shows My Organisation and My Projects instead. The level also controls how much they can change (see Permission levels below).

Country official

A country official oversees one country. Their sidebar contains:

• Country Overview (shown with your country’s name, for example Nigeria Overview)
• Monitoring Forms, a group with one link per form
• Download Monitoring App
• Projects: a group with one link per project in the country

Project staff (coordinator)

Project staff run a single project. Their sidebar shows:

• Overview: the project’s monitoring activity
• Project Staff
• Region Officials
• A districts group (titled with your country’s word for districts) listing every district in the project

Region official

Region officials are field monitors. They see the same project-centred sidebar as project staff, and the same reduced set of tabs on the dashboards themselves (focused on monitoring activity and training). The full row of project tabs only appears for junior managers and above, and for country officials.

Note

On country and project pages, the sidebar is only half the story. The page itself has its own row of tabs across the top (such as Monitoring Activity, Impact, Training and Communication). Those are covered in the country and project sections of this guide.

Permission levels

Beyond which pages you can open, your role sets how much you can change. Viewing is open to most signed-in users who can reach a page; editing and deleting are restricted. From lowest to highest access:

Region official › Country official › Project staff › Junior manager › Senior manager › Administrator

Some common rules:

• Editing schools, teachers and classes is available to project staff and above. Adding them is more restricted: adding a school needs junior manager and above, while adding a teacher or a class is administrator only. Editing or deleting a school visit, and adding a teacher visit, requires junior manager and above.
• Deleting a district is restricted to administrators.
• Setting up monitoring forms, questions and assessments is administrator only.
• Configuring metrics is administrator only. In practice, adding an existing metric to a project is also administrator only: both the metric’s own Configuration page and the project’s Metrics Setup page show a permission message to anyone who is not an administrator.
• Managing administrator accounts, countries and app versions is administrator only.
• Sending an SMS from the Communication tab is senior manager and above (the Send SMS button on a group’s own page is shown to anyone who can open that page); creating an SMS group is available to anyone who can open the Communication tab.
• The Configuration gear is shown to administrators on the organisation, and to senior managers and above on a project.

Some actions cannot be undone

A few actions, such as merging two records or deleting a country, are permanent. The dashboard asks you to confirm them. Read the confirmation text before continuing.

You have reached the end of Getting Started. If you set the system up, continue with the Administration section. If you run a project or a country, head to For Coordinators & Officials.