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