Permissions Matrix

Permissions Matrix

MENUS

FUNCTION	OWNER OR SPONSOR ADMINS	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
Manage Available Foods	X
Create/Edit/Delete Menus	X		X		X
Manage Favorite Foods*	X		X		X
Copy Menus	X		X		X
Print Menus	X		X		X
Create/Edit/Finalize/Delete Food Production Record	X		X		X
Create/Edit/Finalize/Delete Meal Order*	X		X		X

ATTENDANCE AND MEAL COUNTS

FUNCTION	OWNER OR SPONSOR ADMINS	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
Enter a Meal Count at Point of Service	X		X	X	X
Edit Meal Counts for a Month without a Claim*	X		X
Allow Sites to Claim Meals Outside of Participant Schedule	X
Enter Attendance for the Current Day	X		X	X	X
Edit Attendance for a Month without a Claim*	X		X

PARTICIPANTS AND ROSTERS

FUNCTION	OWNER OR SPONSOR ADMINS	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
Create/Delete/Inactive a Roster	X		X	X	X
Add or Withdraw a Participant	X		X	X	X
Change a Participant's Roster or Schedule*	X		X	X	X
Print an Income or Enrollment Form for the Parent to Sign	X		X	X	X
Certify Income or Enrollment Forms	X
Add an Infant Meal Notification	X		X	X	X
Designate an Infant as Developmentally Ready for Solid Foods	X		X	X	X
Indicate that a Participant has Special Dietary Needs	X		X	X	X
Move a Participant to a Different Household	X		X	X	X
Merge Duplicate Participants	X		X	X	X

STAFF/USERS

FUNCTION	OWNER OR SPONSOR ADMINS	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
Add/Inactive a New Sponsor-Level User	X
Change a Sponsor User Password	X
Add/Inactive a New Site-Level User	X		X
Change a Site-Level Users Password	X		X
Add a Signature to be Applied to Attendance and Meal Count Forms			X

SITE DETAILS

FUNCTION	OWNER OR SPONSOR ADMIN	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
View Site Details	X		X
Modify Site Settings	X

CLOSURE/FIELD TRIPS

FUNCTION	OWNER OR SPONSOR ADMINS	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
Record a Closure or Field Trip	X		X

MILK AUDIT

FUNCTION	OWNER OR SPONSOR ADMINS	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
Manage Milk Audit Settings	X
Create/Edit/Delete a Milk Audit*	X		X		X

EXPENSES

FUNCTION	OWNER OR SPONSOR ADMINS	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
Set Expense Categories	X
Record Expenses to Demonstrate a Nonprofit Meal Service	X		X		X
Manage Opening and Closing Balances in Nonprofit Meal Service Account	X

CLAIMS

FUNCTION	OWNER OR SPONSOR ADMINS	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
Check for Claim Errors Before Submitting*	X		X
Submit a Claim	X		X
Set a Site's License Capacity	X
Designate Days that a School Age Child can be Claimed for Lunch on ARAM	X
Manage Claim Batches	X
Create or Rollback a Claim	X
View a Claim Summary	X	X	X

REPORTS

FUNCTION	OWNER OR SPONSOR ADMINS	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
View Reports for a Single Site	X	X	X		X
View Reports for All Sites	X
Record Hours Worked	X		X	X	X

VISITS

FUNCTION	OWNER OR SPONSOR ADMIN	SPONSOR REPORTER	SITE ADMIN/ DIRECTOR	SITE STAFF	KITCHEN STAFF OR INFANT TEACHER
Add a Review Visit	X	X	X
View a Review Visit Summary	X	X	X

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