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There are two types of users in Community Connect; territory users and location users. There are slight functional differences between the two. 

  • Territory users: Least common user type, high-level view focused on managing more than one center.
  • Location users: Most common user type, focused on managing one center.


Note

Eventually, a territory user will be able to manage specific territory-wide settings that are currently managed in Kroc Admin.

Step-by-step guide

Territory Selection

A territory user will see the territory ID in the location selection dropdown. Once selected they will view and set territory settings.

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Territory Dashboard

Territory users will see a difference in the dashboard widgets, which will allow them to see data for multiple locations.

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Info

The user will need to have permission to a location to see the data in the dashboard.



Territory Permissions

The permissions for a territory user will be slightly different than a location user in that they will not have as many. Certain features will not apply at a territory level (like the "Kiosk" application or the "Personnel" module) and will not be available.

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By default, a territory user will have permission to the dashboard but won't see data until the user is also added to a location.



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