Pathways Staff Guide

As a user with permissions, your responsibilities may be different from those of pathway and step leaders.

Staff users with the Manage Pathways permission can perform all the tasks that pathway and step leaders can, plus, they can set up and delete pathways. Users access pathways differently too: by clicking Admin > Pathways. Leaders without pathways permission will go to Community > Pathways.

Typically, moving participants through a pathway and marking their steps "complete" is performed by step or pathway leaders. Once pathways are set up, staff users should not need to intervene that often.