Common User Set-Ups: Roles and Rights (Overview)

Client Services

• If you want users to be able to serve clients by creating clients, managing households, and adding case management items and case notes:
• Select User with Benefind
• If you want users to be able to serve clients by creating clients, managing households, and creating case notes, but do not want to allow case management:
• Select Limited User with Benefind
• If you want your users to be able to edit applications (Correct Application Information, Edit Pledge ID, etc..):
• Select User with Benefind and Edit Services
• If you want a user to update Weatherization Application:
• Select Services.ChangeStatus

Finance

• Finance Staff need access to Transmittals/Payments
• Every step in the Transmittal and Payment process is a separate user role. If a user wants to be able to utilize the entire process (Create Transmittals to Mark as Paid).
• Select all Roles that start with Transmittal and/or Payments.

Admins

• If you want users to be able to manage Funding Sources (view, create, update):
• Select Funding Source Admin
• If you want users to be able to manage Partners (view, create, update, and manage default prices):
• Select Partner Admin
• If you want users to be able to manage Programs, in addition to Funding Sources and Partners:
• Select Program Manager
• If you want users to have access to everything in CASTiNET:
• Select Organization Admin