To ensure your team has the appropriate access to the ShareCARD platform, follow these steps to set up admin roles and manage permissions effectively.

Step 1: Navigate to Admin Accounts #

1. Log in to your ShareCARD dashboard.
2. Go to Admin Accounts.
3. Click on Admin Roles to define the different roles within your organization.

Step 2: Create an Admin Role #

1. Click Create New Role.
2. Assign a role name that reflects the team member’s function, such as:
   • Accounting Manager
   • Field Officer
   • Operations Manager
3. Provide a brief description of the role for clarity.
4. Click Save to proceed.

Step 3: Set Up Role Access and Permissions #

1. Navigate to Actions under the role settings.
2. Define what the role can and cannot do on the platform by selecting relevant permissions:
   • Manage Admins – Can they create admin accounts for others?
   • Beneficiaries – Should they have permission to view, create, or edit beneficiary information?
   • Projects – Can they create, view, delete and update projects?
   • Build Workflows – Can they create, view, delete and update workflows for the team?
   • Create and Manage Resources – Should they be able to create forms, training activities, and package inventories?
   • Create Agent Accounts – Can they register new field agents?
   • Manage Associations – Should they be able to create and manage community associations?
3. Customize Access Levels:
   • Allow Viewing – Can access information but cannot make changes.
   • Allow Creation – Can add new entries.
   • Allow Updating – Can edit existing records.
   • Allow Deleting – Can remove data from the system.
4. Recommendation: Limit sensitive access to essential personnel only. If a role does not require access to a certain feature (e.g., beneficiary database), do not enable it.
5. Click Save Changes to apply the settings.

Step 4: Invite Team Members #

1. Go to Admins and click Invite New Admin.
2. Enter the team member’s email address.
3. Select the role you just created.
4. Click Create Account – The system will send an email with login credentials.

Final Notes #

• If you need further adjustments, you can always edit the role settings.
• Ensure new team members understand their permissions and responsibilities.
• Regularly review and update access controls as needed.

For further assistance, contact ShareCARD support.

Thank you for using ShareCARD to manage your team efficiently!