code4romania / code4romania/alex-api
[General] User types & user account management
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Description
Every CSo will have an Administrator with full rights in the platform.
An administrator can add other people in the app with the following roles:
**Managers** - managers are employees of the CSO who can:
- Manage (view, add, edit, archive) contracts
- Manage (view, add, edit, archive) funders
- Manage (view, add, edit, delete) balance sheets
- Manage (view, add, edit, export, delete) grant reports and general reports
The permissions above should be set by the Administrator.
Example:
Ioana Popescu is a Manager who can
- view, add, edit contracts
- view funders
- view, edit balance sheets
- view, add, edit, export grant reports
A manager can access Alex by invitation only, received from the General Administrator. The Manager will receive an e-mail notification to activate his account by following a link and setting up his password and validate it via an SMS - TBD.
- A Manager account can be deactivated by a General Administrator.
- Deactivation does not affect any of the data inputted by the Manager in the platform.
- A Manager account can be deleted by a General Administrator.
- Deletion does not affect any of the data inputted by the Manager in the platform.
A Manager profile consists of the following information:
- Full name
- Email address
- Phone number
- Job title
- Permissions
[Nice to have] It would be beneficial if we could allocate Managers to specific Grants which means the Manager who is responsible for one Grant will only see that Grant in the platform, only the Funder connected to that grant and will be able to allocate expenses and income in the balance sheet only on that grant.
**Accountants** - accountants are employees/contractors of the CSO who can:
- Manage (view, export) balance sheets, grant reports and general reports
- Manage (add, download, delete) supporting documents
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