PLEASE NOTE: As of 23rd October 2023, some of the permissions in ARM, regarding clients, contacts and staff have been restructured and refined. You can review these changes in greater detail here.
All MYP modules have the ability to customize staff access to certain features. This article is a summary of available permissions, their definitions and those recommended for executives, managers and staff.
For more information on recommended permissions based on position types, please review the following downloadable PDF document:
Edit Permissions
To edit permissions:
- Select ‘ARM’
- Navigate to the staff panel in the self-client
- Identify the relevant staff and select ‘Edit’
- Select ‘Contact options’
- Select ‘Edit login details + teams + permissions’
- Edit the relevant permissions
- Select ‘Save’
OR
- Locate relevant staff member in the ‘Staff Panel’
- Select ‘Edit Permissions’ (blue padlock icon)
94six permissions
Only one person per Subscription has the ability to manage 94six at a global level. This person is the 94six Administrator.
Please see below a table of suggested permissions for 94six:
94sA = 94six Administrator
CEO = Chief Executive Officer
E = Executive
M = Manager
S = Staff
| 94six permissions |
Functionality |
Recommended permissions |
| Settings |
Customise global settings for 94six |
94sA + CEO |
Entities
– Read only |
Add or edit sub-entities of corporation
– Limit to view only (cannot add or edit) |
94sA + CEO
CEO |
Organisation chart
– Read only |
Add or edit organisation chart
– Limit to view only (cannot add or edit) |
E M S
M S |
Manuals + documents
– Read only |
Add or edit manuals + documents
– Limit to view only (cannot add or edit) |
E M S
S |
Person details
– Read only |
Edit existing/potential staff
– Limit to view only (cannot add or edit) |
E M |
Leave
– Read only |
Add or edit leave applications
– Limit to view only (cannot add or edit) |
E M S |
Performance reviews
– Read only |
Add or edit performance review
– Limit to view only (cannot add or edit) |
E M S |
Training
– Read only |
Add or edit training
– Limit to view only (cannot add or edit) |
E M S |
Careers
– Read only |
Add or edit career goals + actions
– Limit to view only (cannot add or edit) |
E M S |
Transition
– Read only |
Administer staff inductions + departures
– Limit to view only (cannot add or edit) |
E M |
| Reports (people) |
Generate reports for ‘people’ |
E M |
Functions
– Read only |
Add or edit functions (applied to position descriptions)
– Limit to view only (cannot add or edit) |
E M S
S |
Position descriptions
– Read only |
Add or edit position descriptions
– Limit to view only (cannot add or edit) |
E M S
S |
Recruitment
– Read only |
Add or edit recruitment position
– Limit to view only (cannot add or edit) |
E M |
Messages
– Read only |
Add or edit messages
– Limit to view only (cannot add or edit) |
E M S
S |
| Reports (organisation) |
Generate reports for ‘organisation’ |
E M S |
| Remuneration |
Add or edit staff remuneration details |
E |
| Generate staff import/export reports |
Generate import/export reports for staff details |
E M |
| Manage all staff (eg CEO) |
View all staff |
E |
ARM + ARM Pro permissions
As of 23rd October 2023, some of the permissions in ARM, regarding clients, contacts and staff have been restructured and refined to improve the following:
- Visibility of permissions and a reduction in complexity
- Meet the diverse privacy needs of different organisations
- Ensure access is restricted (or enabled appropriately) to HR and Payroll data
- Deconstruct broad permission functions to maintain data integrity and enhance security
The following table outlines the improvements and the impact this will have on usage and access.
| New Permission |
Existing Permission |
What does it mean? |
How is it applied? |
| View Staff (Team) |
No existing permission |
View staff in your team |
Automatically enabled for users who previously had “View staff (All)” |
| View Staff (All) |
View All Staff |
View all staff in the organisation |
Automatically enabled for users who previously had “View Staff (All) |
| Create Staff |
Administer Staff (All) |
Create a staff member |
Automatically enabled for users who previously had “Administer Staff (All)” |
| Edit Staff (Team) |
Administer Clients and Contacts |
Edit your team staff details |
Automatically enabled for users who previously had “Administer Clients and Contacts” |
| Edit Staff (All) |
Administer Clients and Contacts |
Edit details of all staff members |
Automatically enabled for users who previously had “Administer Clients and Contacts” |
| Edit Contact |
Administer Clients and Contacts |
Edit details of contacts |
Automatically enabled for users who previously had “Administer Clients and Contacts” |
Edit Staff Permissions (Teams you manage)
*Must be a team manager. |
Administer Staff (Team) |
Edit the permissions of any staff in your team |
Automatically enabled for users who previously had “Administer Staff (Team)” |
| Edit Staff Permissions (All) |
Administer Staff (All) |
Edit the permissions of any staff member in the organisation |
Automatically enabled for users who previously had “Administer Staff (All)” |
| Create Contact |
Create Contact |
Create Contact |
No Change – noting that the creation of staff has been separated from the creation of contacts |
| Archive Staff |
Administer Staff (All) and Administer Staff (Team) |
Archive a staff member |
Automatically enabled for users who had ‘Administer staff (All)’ or ‘Administer staff (Team)’ |
The following table outlines the ARM permissions that remain unchanged as of 23rd October 2023.
| Permission |
Functionality |
| View clients + contacts panel |
Client and content fields is viewable but is not able to be edited or added to |
| Access client documents |
Controls who can access client the documents panel in ARM Pro. |
| Administer projects + tasks panel |
Able to view and edit projects + tasks.
Without this permission a user is still able to edit projects they are assigned to |
| Administer opportunities panel |
Able to view and edit opportunities.
Without this permission a user is still able to edit projects they are assigned to |
| View history panel (ARM) |
View ARM history in HISTORY panel |
| View history panel (eM) |
View eMarketing history in HISTORY panel |
| View history panel (PW) |
View PocketWatch history in HISTORY panel |
| Administer links panel |
View and edit links in LINKS panel |
| Create client |
Add a new client into ARM but not a new contact |
| Import/export data |
Import/export all client data |
| Administer myTraining Management Report |
Run report to track myTraining staff progress |
| Administer staff signatures |
Create customised staff email signatures |
| Administer opportunity owner |
Assign opportunity ownership to another staff member |
| Administer relationships |
Assign multiple clients to a relationship in bulk |
| Administer networks |
Add providers details to a referral network |
| Administer groups |
Assign clients to groups |
| Administer custom fields |
Edit the descriptions of custom fields response options |
| Administer organisation information |
Edit subscriber information + corporate signature |
| Administer financial links |
Indicate if a client/contact link is financial |
| Archive contacts |
Archive contacts |
| Archive links |
Archive links |
| Archive opportunities |
Archive opportunities |
| Archive clients |
Archive clients/contacts |
| Archive projects |
Archive projects |
| Archive invoices |
Archive invoices |
| Customise settings |
Customise global settings which affect the whole subscription |
| Customise relationships |
Create, edit or archive client relationships |
| Customise roles + positions |
Create, edit or archive primary roles + position titles |
| Customise teams + locations |
Create, edit or archive staff teams + locations |
| Customise opportunities |
Create, edit or delete opportunity types + stages |
| Customise project templates |
Create, edit or archive project templates |
| Customise opportunity templates |
Create, edit or archive opportunity templates |
| Customise opportunity outcome reasons |
Create, edit or archive opportunity outcome reasons |
| Customise networks |
Create, edit or archive a custom referral network group |
Customise groups
(mY only) |
Create, edit or archive a collection of similar contacts e.g. a franchise |
| Customise event venue types |
Create, edit or archive event venue types. (Mainly used for eMarketing) |
| Customise import/export spreadsheets |
Create custom import/export spreadsheets that only contain the required column headings |
| Customise brand, style + shortcuts |
Upload branding graphics + logos |
| Customise fields |
Add new fields on client/contact pages |
| Customise payment gateway (eM only) |
Set up a payment gateway to facilitate online payment for eMarketing events |
| Customise products + prices |
Create + administer products, pricing, discounts, invoice templates + settings as part of managing opportunities/ invoicing |
| Generate ARM reports |
Access to all reports. Only to be provided for staff who need to run project or opportunity reports otherwise limited to management and above |
| Generate Login + Logout Report |
Access a report on staff login + logout activity |
| Generate Activity Report |
Access a report on staff MYP activity |
| Manage invoices |
Access to invoicing functionality |
| Merge/move clients + contacts |
Merge or move clients + contacts. Merge clients can not be undone |
| Receive notification of new client uploads |
Receive automatic email notification when a new client is created in ARM. Defaulted to off on subscription start and should only be applied to select staff. |
Business Wisdom permissions
Please see below a table of suggested permissions for Business Wisdom:
E = Executive
M = Manager
S = Staff
| Business Wisdom permissions |
Functionality |
Recommended permissions |
| Create new diagnostic |
Create a new diagnostic for a client |
E M S |
| Administer existing diagnostics |
Conduct diagnostic with client, prepare online for client meeting + rename BW |
E M S |
| Administer standard statements |
Edit the standard remedy advice template for each standard statement |
E M |
| Administer custom statements |
Create a library of custom statements + remedies |
E |
| Edit disclaimer |
Edit or return to original disclaimer on reports |
E |
| Generate BW reports |
Generate client reports |
E M S |
Communication Centre permissions
Please see below a table of suggested permissions for the Communication Centre:
E = Executive
M = Manager
S = Staff
| Communication Centre permissions |
Functionality |
Recommended permissions |
| Administer templates |
Create + edit communication templates |
E M |
| Send email |
Send communication via email |
E M |
| Send SMS |
Send communication via SMS |
E M |
| Send eMarketing templates |
Send communication via eMarketing templates |
E M |
| Send myNotifications |
Send communication via myNotifications |
E M |
eMarketing permissions
Please see below a table of suggested permissions for eMarketing:
E = Executive
M = Manager
S = Staff
| eMarketing permissions |
Functionality |
Recommended permissions |
| View templates |
View templates + use them in campaigns |
S |
| Administer templates |
Create, view, copy, edit or archive a template |
E M |
| View contact lists |
View + export contact lists + use them in campaigns |
S |
| Administer contact lists |
Create or administer contact fields + contact lists |
E M |
| View campaigns |
View campaigns + their details (e.g. reports) |
S |
| Administer campaigns |
Schedule a marketing campaign |
E M |
| View searches |
View + export searches + use them in campaigns |
S |
| Administer searches |
Create, edit or archive a list from specific fields nominated in a search |
E M |
| View events |
View events, their attendees + complete attendee check in |
S |
| Administer events |
Create + manage organisation events |
E M |
formSPACE permissions
Please see below a table of suggested permissions for formSPACE:
E = Executive
M = Manager
S = Staff
fS = formSPACE
fS Pro = formSPACE Pro
| formSPACE permissions |
Functionality |
fS |
fS Pro |
Recommended permissions |
| Create template |
Create templates |
✔ |
✔ |
E M |
| Administer template |
Edit templates |
✔ |
✔ |
E M |
| Add formal signature (fees apply) |
Add formal signature to template |
|
✔ |
E |
| Add informal signature (no fees apply) |
Add informal signature to template |
|
✔ |
E M |
| Create form |
Create form from template |
✔ |
✔ |
E M S |
| Administer form |
Edit forms |
✔ |
✔ |
E M S |
| Archive form |
Archive form |
✔ |
✔ |
E M S |
| Generate reports |
Generate report on form data
(applies only to forms created from templates with reports) |
✔ |
✔ |
E M S |
| Generate template reports |
Generate report of data in all forms created from specific template |
✔ |
✔ |
E M |
| Set team permissions |
Assign permission to specific templates and forms based on teams |
✔ |
✔ |
E M |
| Administer settings |
Administer formSPACE Pro permissions |
|
✔ |
E M |
| Administer incident report permissions |
Assign permissions to incident reports (IMS subscribers only) |
|
✔ |
E M |
GENIUS permissions
Please see below a table of suggested permissions for GENIUS:
E = Executive
M = Manager
S = Staff
| GENIUS permissions |
Functionality |
Recommended permissions |
| View clients |
View client information under ‘MANAGE GENIUS CLIENTS’ panel. Deselecting this permission results in hiding the ‘MANAGE GENIUS CLIENTS’ panel |
E M S |
| Administer clients |
Edit client engagement under ‘MANAGE GENIUS CLIENTS’ panel |
E M |
| Create clients |
Add a new GENIUS engagement |
E M |
| Edit expired client engagements |
Edit client engagements that have expired |
E M |
| Administer client logins |
Send logins to clients to view client dashboard/portal |
E M |
| View client dashboard |
View client dashboard. Deselecting this permission results in hiding ‘View all information’ option under ‘MANAGE GENIUS CLIENTS’ panel |
E M S |
| View invoices |
View invoices under ‘INVOICE TO NDIA’ / ‘INVOICE TO CLIENT/PLAN MANAGER’ / ‘PLAN MANAGED CLAIM TO NDIA’ tabs. Deselecting this permission results in hiding the invoice panel |
E M |
| Administer invoices |
Create new invoices or modify existing invoices |
E M |
| Delete processed invoices/claims |
Delete processed invoices/claims at any stage |
E M |
| Administer credit invoices |
Enables ability to credit items when creating/editing invoices in the ‘INVOICE TO CLIENT/PLAN MANAGER’ tab |
E M |
| Administer provider invoices |
Add, send, receive and edit provider invoices. Deselecting this permission results in hiding ‘MANAGE PROVIDER INVOICES’ Panel |
E M |
| Administer settings |
Administer schedule of support templates, customise ratios, customise agreement templates, manage GENIUS settings under ‘General’ and ‘Communication’ tabs |
E |
| Administer HICAPS |
Enables use of IPMS/HICAPS integration |
E M |
| Generate reports |
Generate reports for NDIS bulk upload, invoice/claim input + NDIA reconciliation report + NDIS Budget Report. Deselecting this permission results in restricting the staff from generating any GENIUS reports |
E |
| API sync |
Import/export data from/to accounting software |
E |
GOMS permissions
Please see below a table of suggested permissions for GOMS:
E = Executive
M = Manager
S = Staff
| GOMS permissions |
Functionality |
Recommended permissions |
View clients
– Create clients
– Archive clients |
View GOMS client panel, search GOMS clients, generate client reports, create + archive clients |
E M S
E M
E M |
| Administer client logins |
Send + delete client logins |
E M |
| Administer client information |
Access to the client information panel |
E M S |
| Administer sessions |
Create a new session |
E M S |
| View client dashboard |
View the client dashboard |
E M S |
Administer alerts
– Resolve alerts |
Review + resolve alerts |
E M S
E M |
View notes
– Edit notes
– View notes audit trail |
Add individual + group notes
– Allows users to edit notes
– Allows users to review note audit trails |
E M S
E M
E M |
| Administer settings |
Administer GOMS settings |
E |
| Administer goals + objectives library |
Permits staff to add + edit the Goals + Objective library |
E |
| Generate reports |
Permits staff to access + ability to generate reports |
E M |
myDocs permissions
Only one person per Subscription has the ability to manage myDocs at a global level. This person is the myDocs Administrator.
Please see below a table of suggested permissions for myDocs:
E = Executive
M = Manager
S = Staff
| myDocs permissions |
Functionality |
Recommended permissions |
Manage documents
– Read + write
– Seal + destroy |
Create + download documents
– Check documents in/out
– Limit check out + remove documents |
E M S
E M S |
| View dashboard |
Monitor the amount of storage used by organisation, team + staff |
E M |
| Archive documents |
Archive documents |
E M |
| Customise documents |
Customise, delete + reassign categories + document types |
E M |
| Manage settings |
Apply versioning, storage limits ,
Assign security + staff permissions + myDocs administrator |
E M |
myGift permissions
Please see below a table of suggested permissions for myGift:
E = Executive
M = Manager
S = Staff
| myGift permissions |
Functionality |
Recommended permissions |
| Dashboard |
Access to key metrics of the myGift module campaigns + donors |
E M |
myNet permissions
Please see below a table of suggested permissions for myNet:
E = Executive
M = Manager
S = Staff
| myNet permissions |
Functionalilty |
Recommended permissions |
| Staff details |
Review and edit staff contact details |
E |
| Staff locations |
Set staff locations and availability details |
E M S |
| Customised Staff Location Report |
Generate a customised staff location report to track staff location activity |
E |
| Room + resource bookings |
Book a room or resource |
E M S |
| Customise settings |
Customise staff availabilities and meeting room details |
E M |
PocketWatch permissions
Please see below a table of suggested permissions for PocketWatch:
E = Executive
M = Manager
S = Staff
| PocketWatch permissions |
Functionality |
Recommended permissions |
| Manage settings (incl. SMS notification fees) |
Edit settings |
E |
| Administer staff settings |
Administer staff PW settings in ARM |
E |
| View award rules |
View award rules |
E M |
| Manage awards |
Administer awards |
E |
| Create + edit award rules |
Add or edit award rules |
E |
| Assign awards to staff |
Assign award rules to staff |
E |
| Create + edit incidentals |
Add or edit allowable incidental items |
E |
| View rosters |
Access to view + see roster details for assigned teams |
E M |
| View shift details |
Access to view + see shift details for all shifts |
E |
| View all rosters (global) |
Access to view all rosters |
E |
| Create + edit rosters |
Add or edit rosters for assigned teams |
E M |
| Create + edit rosters (global) |
Add or edit all rosters |
E |
| View roster templates |
View all roster templates |
E |
| Create + edit roster templates |
Add or edit all roster templates
NB: PocketWatch shifts in the roster templates can only be modified by the staff with this permission |
E |
| Edit weekly availability |
Edit own +assigned teams availability on weekly basis |
E M |
| Edit weekly availability (managed rosters) |
Edit availability on weekly basis for managed rosters |
E M |
| Edit weekly availability (team) |
Edit assigned teams availability on weekly basis |
E M |
| Edit weekly availability (global) |
Edit all availability on weekly basis |
E |
| Edit leave calendar |
Edit own leave calendar |
E M S |
| Edit leave calendar (managed rosters) |
Edit managed rosters leave calendars |
E M |
| Edit leave calendar (team) |
Edit assigned teams leave calendars |
E M |
| Edit leave calendar (global) |
Edit all leave calendars |
E |
| Create + edit own timesheets |
Add or edit self-timesheets |
E |
| Edit own timesheets |
Edit self-timesheets |
E |
| Create + edit timesheets (direct reports) |
Add or edit timesheets for direct reports |
E M |
| Create + edit timesheets (global) |
Add or edit timesheets for all staff |
E |
| Create QTime |
Create a Qtime schedule |
E M S |
| Save + generate invoices |
Save a Qtime schedule + generate an invoice |
E M S |
| Save + generate timesheets |
Save a QTime schedule + generate a timesheet |
E M S |
| Administer QTime (global) |
Administer all QTime schedules |
E M |
| Edit submitted QTime schedules |
Edit submitted timesheets from QTime |
E M |
| Generate QTime report |
Generate QTime report |
E M |
| Edit approved timesheets |
Edit timesheets that have been approved |
E M |
| View appointments rosters |
View all appointment rosters |
E |
| Create + edit appointment rosters |
Add or edit appointment rosters |
E M |
| Book assets |
Create booking for assets (e.g. cars, rooms) |
E M S |
| Manage categories + assets |
Administer all categories and assets |
E |
| View programs |
View all programs |
E |
| Create + edit programs |
Add or edit programs |
E |
| Create + edit assets |
Add or edit assets |
E M |
| Generate Budget Report |
Generate Budget Report |
E |
| Generate Clocking Report |
Generate report on staff check in and out times relative to shift start and end times |
E M |
| Generate Client Attendance Report |
Generate report on client attendance to shifts |
E M |
| Generate Geolocation Tracking Report |
Generate report on staff check in and out location relative to shift location |
E M |
| Generate HR3 Payroll Import File |
Generate HR3 Payroll Import File |
E M |
| Generate NetSuite Payroll Report |
Generate report for integration into NetSuite Payroll |
E M |
| Generate Subscribe HR Work Patterns Report |
Generate report for a two week work pattern for staff |
E M |
| Generate Shifts Requiring Cover Report |
Generate report of shifts needing staff to cover |
E M |
| Generate Out of Office Report |
Generate report on staff leave |
E M |
| Generate Payroll Report |
Generate Payroll Report |
E |
| Generate Periodic Roster Report |
Generate report of start/end + break time for any or all rosters |
E M |
| Generate Service Summary Report |
Generate report filtered by cost centre, staff or client |
E M |
| Generate Shift Cancellation Report |
Generate report of shift cancellations or attendant staff, filtered by client, cost centre or staff |
E M |
| Generate Shift Invoice Report |
Generate report with all shift invoices |
E M |
| Generate Shift Report |
Generate report filtered by shift type, rosters + staff |
E M |
| Generate Shift Warning Report |
Generate report with all shift warnings |
E M |
| Generate Staff Utilisation Report |
Generate Staff Utilisation Report |
E |
| Generate Staff Template Hours Report |
Generates the Staff Template Hours report |
E M |
| Generate Timesheet – Client Report |
Generate timesheet report filtered by staff + dates |
E M |
| Generate Roster Staff Report |
Generate roster report for staff |
E |
| Generate Roster Template Staff Report |
Generate roster template report for staff |
E |
| Generate Timesheet Invoiced Hours Report |
Generate number of invoiced hours from timesheets |
E |
| Generate Template Shift Client Line Item Report |
Generate report with line items attached to shifts within a template |
E |
| Generate Timesheet Reconciliation report |
Generate Timesheet Reconciliation report |
E |
| Generate Roster Template Cost Report |
Generate Roster Template Cost Report |
E |
| Generate Community Timesheet Invoiced Hours Report |
Generate Community Timesheet Invoiced Hours Report |
E |
| Generate Timesheet Report |
Generate timesheet report filtered by staff + positions |
E |
| Generate Timesheet + Leave Payroll Report |
Generate Timesheet + Leave Payroll Report |
E |
| Generate Unfilled Shifts Report |
Generate unfilled shift reports filtered by roster |
E |
| Generate Unsubmitted Timesheet Report |
Generate unsubmitted timesheet report filtered by start + end date |
E |
| Generate HADS + NDIS Report |
Generate HADS Report of service delivery to clients + NDIS Report for upload to NDIA portal |
E |
| Show shift cost |
Access to view shift cost |
E |
| Generate staff import/export reports |
Generate staff import/export reports |
E |
Support Centre permissions
Please see below a table of suggested permissions for the Support Centre:
E = Executive
M = Manager
S = Staff
Support
Centre
permissions |
Functionality |
Recommended permission |
| myTickets |
View tickets |
E M |
| Lodge ticket |
Lodge ticket based on support level |
E M |
| Lodge system improvement quote |
Request a system improvement quote |
E |
WITY permissions
Please see below a table of suggested permissions for WITY:
E = Executive
M = Manager
S = Staff
| WITY permissions |
Functionality |
Recommended permission |
| Create new survey |
Create new survey, send to client, rename survey, add custom objectives to survey |
E M |
| Administer existing survey |
Read, resend, archive or delete existing survey |
E M S |
| Administer standard objectives |
Customise suggested remedies for standard objectives |
E |
| Administer custom objectives |
Create or edit custom objectives |
E |
| Edit disclaimer |
Edit disclaimer which appears on WITY reports |
E |
| Generate WITY Reports |
Generate or update reports, including priorities report |
E M |