Permissions Matrix
MENUS
| FUNCTION | 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 | X | |
| Manage Favorite Foods* | X | X | X | X | |
| Copy Menus | X | X | X | X | |
| Print Menus | X | X | X | X | |
| Create/Edit/Finalize/Delete Food Production Record | X | X | X | X | |
| Create/Edit/Finalize/Delete Meal Order* | X | X | X | X |
ATTENDANCE AND MEAL COUNTS
| FUNCTION | SPONSOR ADMIN | SPONSOR REPORTER | SITE ADMIN/ DIRECTOR | SITE STAFF | KITCHEN STAFF OR INFANT TEACHER |
|---|---|---|---|---|---|
| Enter a Meal Count at Point of Service | X | X | X | X | X |
| Edit Meal Counts for a Month without a Claim* | X | X | If allowed in Site Details | ||
| Allow Sites to Claim Meals Outside of Participant Schedule | X | ||||
| Enter Attendance for the Current Day | X | X | X | X | X |
| Edit Attendance for a Month without a Claim* | X | X | If allowed in Site Details |
PARTICIPANTS AND ROSTERS
| FUNCTION | SPONSOR ADMIN | SPONSOR REPORTER | SITE ADMIN/ DIRECTOR | SITE STAFF | KITCHEN STAFF OR INFANT TEACHER |
|---|---|---|---|---|---|
| Create/Delete/Inactive a Roster | X | X | If allowed in Sponsor Setup | If allowed in Sponsor Setup | If allowed in Sponsor Setup |
| Add or Withdraw a Participant | X | X | If allowed in Sponsor Setup | If allowed in Sponsor Setup | If allowed in Sponsor Setup |
| Change a Participant's Roster or Schedule* | X | X | If allowed in Sponsor Setup | If allowed in Sponsor Setup | If allowed in Sponsor Setup |
| Print an Income or Enrollment Form for the Parent to Sign | X | X | If allowed in Site Details | If allowed in Site Details | If allowed in Site Details |
| Certify Income or Enrollment Forms | X | If allowed in Site Details | |||
| Add an Infant Meal Notification | X | X | If allowed in Sponsor Setup | If allowed in Sponsor Setup | If allowed in Sponsor Setup |
| Designate an Infant as Developmentally Ready for Solid Foods | X | X | If allowed in Sponsor Setup | If allowed in Sponsor Setup | If allowed in Sponsor Setup |
| Indicate that a Participant has Special Dietary Needs | X | X | If allowed in Sponsor Setup | If allowed in Sponsor Setup | If allowed in Sponsor Setup |
| Move a Participant to a Different Household | X | X | X | X | X |
| Merge Duplicate Participants | X | X | X | X | X |
STAFF/USERS
| FUNCTION | 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 | X | X | ||
| View Staff/Users | X | X | X | ||
| Add, Edit and Delete Staff Training | X | X |
SITE DETAILS
| FUNCTION | SPONSOR ADMIN | SPONSOR REPORTER | SITE ADMIN/ DIRECTOR | SITE STAFF | KITCHEN STAFF OR INFANT TEACHER |
|---|---|---|---|---|---|
| View Site Details | X | Only for signed sites | X | ||
| Modify Site Settings | X |
CLOSURE/FIELD TRIPS
| FUNCTION | SPONSOR ADMINS | SPONSOR REPORTER | SITE ADMIN/ DIRECTOR | SITE STAFF | KITCHEN STAFF OR INFANT TEACHER |
|---|---|---|---|---|---|
| Record a Closure or Field Trip | X | If allowed in Sponsor Setup |
MILK AUDIT
| FUNCTION | 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 | 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 | 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 | SPONSOR ADMINS | SPONSOR REPORTER | SITE ADMIN/ DIRECTOR | SITE STAFF | KITCHEN STAFF OR INFANT TEACHER |
|---|---|---|---|---|---|
| View Reports for a Single Site | X | Only for assigned sites | X | X | |
| View Reports for All Sites | X | ||||
| Record Hours Worked | X | X | X | X |
VISITS
| FUNCTION | SPONSOR ADMIN | SPONSOR REPORTER | SITE ADMIN/ DIRECTOR | SITE STAFF | KITCHEN STAFF OR INFANT TEACHER |
|---|---|---|---|---|---|
| Add a Review Visit | X | X | |||
| View a Review Visit Summary | X | X | X |