Badges: More than just personalization – functionality too
Posted by Matt Rajkowski on February 11, 2014, 9:00 PM EST
In ConcourseConnect, badges are images, logos, or other visual elements that connote affiliations, associations, or achievements. Some badges are assigned by the Administrator based on status; others can be chosen by users for personalization. Badges are displayed in the profile banners.
For project-based sites and intranets, the following badges are useful:
- Add the "Employee", "Contractor" or "Subcontractor" badge to a user so that their Timesheet tab is enabled. Removing the badge has no reverse effect.
- Add the "Account Management" badge to a user to give them access to all accounts as a Manager. Managers can configure most aspects of an Account. Users can search these accounts. Remove the "Account Management" badge to lower the user's access in all accounts to Member. When additional accounts are created, users with this badge will receive access.
- Add the "Account Admin" badge to a user to give them access to all accounts as a Champion. Champions can invite other users to Accounts. Users can search these accounts. Remove the "Account Admin" badge to lower the user's access in all accounts to Member. When additional accounts are created, users with this badge will receive access.
- Add the "Project Admin" badge to give the user access to all account projects as a Champion. Users can search these projects. Remove this badge to lower the user's access in all account projects to Member. When additional account projects are created, users with this badge will receive access.
- Add the "Timesheet Admin" badge so the user can view all timesheets and edit all timesheets. Remove the badge to disable this feature.
- Add the "Financial Management" badge so the user can view the project rollup of budget and captured amount, as well as the project rate information. Remove the badge to disable this feature.
- Add the "Roles and Rates Admin" badge so that the user can configure roles and rates on all accounts and projects they have access to. Remove the badge to disable this feature.
