CFAL/NetCIL User Privilege Levels

 

Applies to versions:  CFAL 5.8, NetCIL Desktop 1.8, NetCIL Online 1.8 and above

 

Updated: 7/9/2015

 

CFAL and NetCIL use a 10-level user privilege scheme that allows access to software, database, and reporting functions.  The levels 1-6 are intended to be assigned to front-line staff members, and levels 7-10 are for supervisory staff.  The following table describes each of the currently-utilized levels and their capabilities (note that not all levels are listed; some are reserved for future use):

 

Client Functions

Minimum Level

Remarks

Archive

5, 9

Level 5 users can search and retrieve from archives; level 9 users can create archives.

Community Activities

9

 

Custom Application

2

If a custom application is installed, it’s assumed that it will handle its own security scheme; thus no restrictions are placed on this function’s use.

Delete Records

8, 10

Only level 10 users can delete records from the People form; level 8 users can delete records from sub forms; levels 1-7 can delete records that they have written.

Edit All Records

5, 6, 8

User levels 1-4 can only edit records which they have entered. Level 5 is required to edit basic demographics entered by other users on the People form. Level 5 can change “Contact Type” on the People form only for those records that they “own” (“Staff” dropdown box on the People form). Level 6 is required to take “ownership” of a record or to change “Contact Type” of a record that has been entered by other users. Level 8 is required to edit records that have been entered by other users on all other forms.

Events

7

 

Find Volunteers

2

Inventory

8

 

Make Replica

5

 

Organizations

5

 

Outreach

5

 

Parent-to-Parent

1

Available only to Parent-to-Parent organizations.

People

1

Privilege level 1 can only access a single form (usually the People form), which must be assigned in the database users section of NetCIL Manager.

Projects

7

 

Queries

10

“Action” queries can quickly alter large amounts data; therefore only trusted users should be granted this privilege level.

Run Reports

2, 8

Level 8 or higher is required to run reports on other (or all) staff members.

Send Letters

4

 

Synchronize

5

 

User Knows Best

6

If “User Knows Best” is not selected, users will have to press the F3 function key to unlock existing records for editing. Note that level 6 users cannot edit other users’ records; a minimum privilege level of 8 is required.

Work Log

2

Privilege level 9 or higher is required to view other users’ work log records and to configure Community Activities.

 

 

NetCIL Manager Functions

Minimum Level

Remarks

Run Application

8

A minimum privilege level of 8 is required in order to run NetCIL Manager.

Database Configuration

10

Level 10 users can configure tables and grant privileges to other users.

Reports

8

Agency-level reports such as the Consumer Summary and RSA 704.

 

NetCIL IRLog

1

No restrictions are currently placed on the use of IRLog; therefore, it’s recommended for use only by users with privilege level 5 or higher. Records cannot be deleted within the IR Log application.

 

 

 

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