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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.
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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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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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