Organisational role types

What is an organisational role?

Role types are assigned when you create an account and are assigned to an organisation.

What are the organisational role types?

The following role types are available for authorities.

Organisational Role

Description

Assignment

Permissions

Owner

  • The owner of the organisation

  • There can be multiple owners of an organisation.

  • Role types are assigned when you create an account and are assigned to an organisation.

  • Access to account settings.

  • Can see all applications.

  • Can only edit applications when active on the assessment team.

Member

  • Members are primarily assigned the Assessment manager role.

  • Validate or assess applications as Admin, Assessment manager, or Collaborators.

  • Generate notices & reports (as admin or assessment manager).

  • Create notes.

  • Assign assessment team.

  • Access to account settings.

  • Can see all applications.

  • Can only edit applications when active on the assessment team.

Coordinator

  • Review applications and assessment comments/details.

  • Assign assessment teams. 

  • Authorise/publish notices (e.g. information requests, decision notices) & reports.

  • Can be assigned as ‘Supervisors’ for Groups (i.e. to review internal referral comments & notes).

  • Access to account settings.

  • Can see all applications.

  • Can edit applications when inactive or active on the assessment team.

  • Must be active on the assessment team to publish a notice or report.

Collaborator

  • External authority consultants.

  • Organisational Collaborators are assigned when invited to the assessment team and they are not a member, coordinator or member of the organisation.

  • Only see applications they are assigned to.

  • Limited steps in the workflow.

  • Doesn’t have access to account settings.

  • Can’t edit the assessment team.

Organisational permissions are configurable when you set up your authority organisation.

Application role type

What is an application role?

Application roles are assigned when invited to the application team on individual applications.

What are the application role types?

The following role types are available for authorities.

Application Role

Description

Assignment

Permission

Admin

  • Admin assist in the validation of the application.

  • The admin role can be automatically assigned by selecting an application from the ‘Awaiting assignment’ status.

  • The admin role can be added to the team via email invite on an application basis.

  • Only admin can issue a Action notice or Confirmation notice in Validating status

  • Must be active on the assessment team to edit an application.

Assessment manager

  • Assessment managers are the primary role in the assessment of the application.

  • The assessment manager role can be added to the team via email invite on an application basis.

  • Must be active on the assessment team to edit an application.

Coordinator

  • Coordinators are assigned to review an applications assessment, authorise documents & update application status.

  • The Coordinator role can be added to the team via email invite on an application basis.

  • Must be active on the assessment team to publish a notice or report.

Collaborator

  • Collaborators are assigned on a case by case scenario to help in the assessment of specific subject matter on the application.

  • The Collaborator role can be added to the team via email invite on a application basis.

  • Limited steps in the workflow.

  • Can edit the assessment team if a organisational owner, member or coordinator.