What actions can each role take within the portal?
Basic Request Management
| Staff | Publisher | Dept Admin | Admin | |
| View requests | Depends on request visibility and assignment | Depends on request visibility and assignment | Depends on request visibility and assignment | All |
| Log request on behalf of a requester | X | X | X | X |
| Change request description | X | X | X | |
| Change request due date | X | X | X | |
| Change requester | X | X | X | |
| Add tags | X | X | X | X |
| Close a request | X | X | X | |
| Change request visibility | X | X | X | |
| Reopen a request | X | X | X | |
| Pause a request | X | X | X | |
| Print a request | X | X | X | X |
| Add, update, delete, and assign Tasks | X | X | X | X |
| Mark Tasks as complete | X | X | X | X |
Request Assignment
| Staff | Publisher | Dept Admin | Admin | |
| Assign request to department | X | X | X | |
| Assign staff to requests | x | X | X | X |
| Remove staff from a request | x | X | X | X |
Communication with Requester
| Staff | Publisher | Dept Admin | Admin | |
| Post internal messages | X | X | X | X |
| Post external messages | X | X | X | |
| Edit posted messages | Only their own | Only their own | X | |
| Send invoice to requester | X | X | X | |
| Mark and invoice as paid | X | X | X |
Document/Links
| Staff | Publisher | Dept Admin | Admin | |
| Upload documents | X | X | X | X |
| Add Links | X | X | X | X |
| Redact documents | X | X | X | X |
| Release documents | X | X | X | |
| Delete a document | X | X | X | X |
| Upload Documents directly to Documents Index | X | X | X |
Other
| Staff | Publisher | Dept Admin | Admin | |
| Log hours | Only for themselves | X | X | X |
| Update logged hours | X | X | ||
| Download requests report (xlsx/csv) | X | X | X | X |
Account Setup and Management
| Staff | Publisher | Dept Admin | Admin | |
| Create and update departments | Only their own | X | ||
| Create and update users | Only users in their dept or with no dept (excluding Admins) | X | ||
| Create and update alerts | X | X | ||
| Create and update message templates | X | X | ||
| Create and update closure response templates | X | X | ||
| Create and update tags | X | X | ||
| Create and update invoice templates | X | X | ||
| Customize webpage text and images | X | |||
| Update portal policy settings | X | |||
| View portal stats | X | X | ||
| Edit FAQ page | X |