Healthy Together CRM Permission System

Suggested Setup

Workspaces

A workspace that is mapped to each clinic

A Colorado State workspace that’s a “parent” of all the clinic workspaces

Permission Groups and Permissions

State Admin

Ability to view, invite, edit, and remove CRM Users

Ability to view Accounts

Ability to view Account Members

Clinic Admin

Ability to view, invite, edit, and remove CRM Users

Ability to view Accounts

Ability to view Account Members

Clinic Staff

Ability to view Accounts

Ability to view Account Members

Workspaces

Workspaces in the CRM are what each family/participant (or account/account member) will be tied to in the Healthy Together system. CRM Users (WIC Staff) will be invited to a workspace so they can “view and do things” with the families and participants.

Workspaces can also have a parent/child relationship. CRM Users of a “parent” workspace would be able to “view and do things” in he parent workspace and it’s implied that whatever permissions they have on the parent workspace also apply to each of their descendant workspaces (not just their direct children, but all descendants).

Permissions

Permission Grants

These define what a CRM User can do within a given workspace. Here are the relevant permission grants we have based on the first deliverable (as defined):

CRM Users

Ability to view CRM Users of a Workspace

Ability to invite CRM Users to a Workspace

Ability to edit the CRM Users’ Permission Groups

Ability to remove CRM Users from a Workspace

Accounts

Ability to view Accounts (For COWIC, these would be families)

Account Members

Ability to view Account Members (For COWIC, these would be participants)

Future Permission Grants Examples

Here are some permission grants that will be relevant in the future when we deliver the features.

Cases

Ability to view Cases of a Workspace

Ability to edit Cases

Ability to delete Cases

Messaging

Ability to view Messages

Ability to create Messages

Campaigns (1-way broadcast messages)

Ability to view Campaigns

Ability to edit Campaigns

Ability to delete Campaigns

Contact Lists

Ability to view Contact Lists

Ability to create Contact Lists

Permission Groups

Permission Groups belong to Workspaces. These can be set up however you want, and you can have as many different groups as you want. Permission Groups get assigned 1 or more Permission Grants. When a CRM user is invited to a Workspace, they are also assigned 1 or more Permission Groups for that Workspace. The Permission Groups that someone is given can be edited later through the CRM by anyone who has permission to edit CRM Users.

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