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Before You Begin...
Fluxx has a great article that talks through everything laid out below (though not with specifics for the WPP).
You can find that article by following this link: https://fluxxdev.atlassian.net/servicedesk/customer/portal/1/article/1281262519?src=-2090497834
Profiles (or Portals)
The "Profiles" assigned to a user in Fluxx determine what Portal the user in question has access to. This is a critical piece of user creating as a user created without the correct profile added will likely be unable to perform that task(s) required of them (i.e. submitting a Reporting Requirement as a Grantee or submitted an Application Review as a Reviewer).
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Read through the list below to get a sense for which Program Roles the WPP has attached to users and how each Role is used.
Board
Board – Currently not in use. Would be used for any workflows that need to be performed within the "Board" portal.
Executive Director
Executive Director – Currently not in use. Would be used for any workflows that need to be performed by an "Executive Director" (or other director, we can also change the name of this) of the WPP within the "Employee" portal.
Finance
Finance – In use. Used for employees who are part of the Finance Team and need to approve FSRs, Progress Reports, Audited Financial Statements, etc. Allows them to take actions within the "Employee" portal.
Grantee
Grantee – In use. Used for all Grantees. This role allows grantees to submit Applications, Reporting Requirements, Grant Amendments, and every other activity found within the "Grantee" portal.
Grants Management Staff
Grants Management Staff – In use. Used for other WPP employees who are neither Finance Team nor Program Officers (see below for more information of Program Officers). Allows these users to take actions within the "Employee" portal.
PERC Progress Report Reviewer
PERC Progress Report Reviewer – In use. Used for all people who review PERC Progress Reports (usually PERC members). Allows them to submit Progress Report Reviews within the "PERC Progress Report Reviewer" portal.
Program Staff
Program Staff – In use. Used for Program Officers for either PERC or OAC to review, move along in the workflow, and official grant applications from grantees. Also allows Program Officers to move forward/approve Progress Reports and Grant Amendments. All actions that can be taken with this Role can be found within the "Employee" portal.
Reviewer
Reviewer – In use. Used for all reviewers. Allows reviewers to see the reviews assigned to them as submit them with the "Reviewer" portal.