Pathway Permissions
Someone's access to pathways depends on their permissions.
Enable pathway/step leader permissions
This must be done by an administrator before pathway leaders and step leaders can make changes and move people through pathways. See instructions here.
Permissions in detail
In order to set up a pathway, you must have a responsibility in which the Manage Pathways permission is set to Allow. See Responsibilities for more information. But becoming a pathway or step leader also gives you a number of permissions.
Below is list of what pathways users and leaders can do in Realm.
User with Manage Pathways permission | Pathway leader | Step leader | User with View Pathways permission | |
---|---|---|---|---|
Add a pathway | x | x | x | |
Delete a pathway | x | x | x | |
View participant's status on profile | x | x | ||
Edit a pathway | * | x | x | |
Move participant to another pathway | * | x | x | |
Remove participant from pathway | * | x | x | |
Add a step | * | x | x | |
Delete a step | * | x | x | |
Edit a step | * | ** | x | |
Move participant to another step | * | ** | x | |
Add people to a step | * | ** | x | |
Mark a step complete | * | ** | x | |
Add/edit notes | * | ** |
*A pathway leader can only make changes to a pathway he or she leads, not to other pathways.
**A step leader can only make changes to a step that he or she leads, not to other steps.