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diff --git a/docs/pro-manual/staff-user-accounts.md b/docs/pro-manual/staff-user-accounts.md new file mode 100644 index 000000000..3712dfcf5 --- /dev/null +++ b/docs/pro-manual/staff-user-accounts.md @@ -0,0 +1,196 @@ +--- +layout: pro +title: FixMyStreet Pro staff user accounts +order: 3 +user-guide: true +categories: user-guide +--- + +# FixMyStreet Pro staff user accounts + +Now you know how FixMyStreet works from the residents’ point of view, it’s time to look at how +staff can access and use the admin tools. + +## Logging in + +Council staff accounts are managed by Administrator-level users. + +Contact your Administrator/s if you encounter any problems logging in, or any other aspect of +account management. + +### How to log in + +Go to your council’s FixMyStreet installation, click on ‘sign in’, and enter your council email +address. + +You’ll be invited to enter your password if you already have one (i.e, if you have an existing +FixMyStreet account associated with this email address). If not, go to ‘No, let me sign in by email’. + +Decide on a password and enter it in the password box, then click ‘sign in’. A confirmation email +will be sent to the email address you provided. + +### Password security + +Your password must contain 6 or more characters, and must not be one of the most commonly +used combinations (such as ‘Password’ or ‘123456’). Your council may also have password policies +which you are expected to abide by. + +### How to log out + +Click on ‘Your account’ in the top menu, then click ‘Sign out’. +If you are using a device or computer that is shared with others, we advise always logging out at +the end of your session. + +## Changing your password + +You can change your password at any time by clicking on ‘Your account’ in the top menu bar. + + +## Permissions + +Staff accounts can be assigned a variety of permissions, depending on each team member’s needs +or responsibilities. Permissions can be combined in any way. + +Some common staff roles and the appropriate permissions are shown in the table below, but you +can tailor your permissions to best reflect your team’s operations. + + +<table class="table table--responsive"> +<thead> + <tr> + <th></th> + <th scope="col">Customer Services</th> + <th scope="col">Inspectors</th> + <th scope="col">Internal maintenance teams</th> + <th scope="col">Administrators</th> + </tr> +</thead> +<tbody> + <tr> + <th scope="row">View all reports across the council area</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">View a single report</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Acknowledge a report</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Provide an update on a report</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Create reports on another user’s behalf</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Prioritise a report</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Moderate a report</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Hide a report</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Update a report’s status</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Ask for more information</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Use template responses</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Create template responses</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Make a shortlist</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">View reports offline</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Manage staff accounts</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Set categories</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Access dashboard: summary, timeline, stats</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> + <tr> + <th scope="row">Set priority parameters</th> + <td data-label="Customer Services"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Inspectors"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Internal maintenance teams"><i class="boolean-icon boolean-icon--no">No</i></td> + <td data-label="Administrators"><i class="boolean-icon boolean-icon--yes">Yes</i></td> + </tr> +</tbody> +</table> |