Built for 8 Distinct User Roles

Each role has a tailored experience with specific permissions and dashboard views, from system administrators to external providers.

Executive
MFA Required

Full access to all modules - Platform administration, all approvals, ultimate authority

Key Permissions:

Manage Users
Manage Organization
Manage Funds
Manage Accounts
Create Transactions
Approve Transactions

+ 35 more permissions

Operations
MFA Required

Platform administrator - User/team management, settings, approval authority (except financial posting)

Key Permissions:

Manage Users
Create Transactions
Approve Transactions
Manage Providers
Review Applications
Manage Contracts

+ 28 more permissions

Supervisor
MFA Required

Team lead - Manage assigned team members IDPs and projects, provider oversight

Key Permissions:

Manage Providers
Review Applications
Manage Contracts
Track Compliance
Manage Projects
Manage Goals

+ 11 more permissions

DPP Staff
MFA Required

Program staff - View all projects, edit assigned tasks, manage own IDP

Key Permissions:

View Reviews
View Organization
View Projects
View Tasks
View Goals
View Dashboards
Board Member
MFA Required

Read-only access to dashboards, reports, and analytics

Key Permissions:

View Financial Reports
View Analytics
View Dashboards