Recommended User Roles for CSFP Implementations

State/Program Admin

High level state staff, can perform all activities and functions. Can access all locations/sites/subsites. Can manage inventory and other users.

- Core Role: Org Admin
- Location Roles: Multi-location Group
- Additional Roles:
  - CSFP Admin

- - CSFP Visit Dashboard
  - Inventory
  - Inventory Setup
  - Report
  - Optional: Message Notification, Product Announcement

Local Agency Admin

Administers the program within a specific area, in charge of all certification and distribution sites therein, and all CSFP inventory. Cannot edit inventory setup, but can manage receipt & distribution of inventory.

Core Role: Org User
Location Roles: Multi-location (Not Multi Location Group, but make sure that correct Location Group is selected)
Additional Roles:

- - CSFP Admin
  - CSFP Visit Dashboard
  - Inventory
  - Report
  - Optional: Message Notification, Product Announcement

Site/Subsite Admin

Responsible for certification and/or distribution at a site.

Core Role: Org User (or Org Entry if they should not be able to delete anything)
Location Roles: Single Location (make sure correct Location & Location Group are selected)

Additional Roles:

CSFP Admin
CSFP Visit Dashboard
Inventory
Report
Optional: Product Announcement

Site/Subsite User

Limited to entering data but NOT certifying, can receive and distribute CSFP inventory.

Core Role: Org Entry
Location Roles: Single Location (make sure correct Location & Location Group are selected)