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Access Role Seat Types

This article describes the Role Types available for creating access roles that correspond to the available Seats in Clarity Human Services.

Table of Contents

Overview

When configuring an Access Role, System Administrators are prompted to select a Role Type.

Add new access role workflow_selecting a Role Type

 

The options available for Role Type correspond with the available Seats in the system (you can view the number of available Seats in Subscription Details).

When selecting a Role Type, the corresponding Access Rights options will refresh.

Demonstration gif showing that the access rights will load when you choose a Role Type

 

Note: Once you save an Access Role, the Role Type for that Access Role will become read-only.

Role Type Options

There are three main types of Role Types:

  • Enterprise: This access role type is typically used for general users who do not need Admin- or Manager-specific access rights.

  • Manager: This access role type is typically used for agency managers who need additional configuration access. 

  • Admin: This access role is typically used for system administrators and users who need high-level configuration or sharing access.

Specific Access Rights for Role Types

Each Role Type has access to specific Access Rights in Clarity Human Services. For a full list of access rights and their associated role types, see the Rights Glossary for Access Roles article.

Admin Only Access Rights

All access rights are available to the Admin role type.

The following access rights are only available to access roles configured with the Admin role type (System Administrator) access role:

Functionality Related Access Rights Related Help Center Articles

System Admin can view Audit Logs throughout the system.
  • Audit Log
Agencies: System Admin can see the Agencies tab and list of agencies from Launchpad > MANAGE; creating & managing Agencies

Setup: Access to create and manage Screens, Access Roles, Field Editor, Settings, Templates 
  • Agencies (Manage Agency must also be enabled)
  • Setup

Full System Sharing Access: Ability to see all data throughout the system

Manage Agency - Sharing: Manage an Agency's sharing settings 
  • Full System Sharing Access
  • Manage Agency - Sharing (Manage Agency must also be enabled)
Merge Tools for merging client records, merging client programs, or moving client programs.
  • Merge
Creating and Managing a Customer Portal Resource Directory
  • Resource Directory (Customer Portal must be enabled for the system. Setup must be enabled for the user.)
  • Create Resource Directory (Customer Portal must be enabled for the system. Setup must be enabled for the user.)
  • Edit Resource Directory (Customer Portal must be enabled for the system. Setup must be enabled for the user.)
  • Delete Resource Directory (Customer Portal must be enabled for the system. Setup must be enabled for the user.)

Manager-Specific Access Rights

The Manager role type can be configured with all access rights except those listed in the Admin Only Access Rights table above.

The following access rights are only available to access roles with the Manager (and Admin) role type:

Functionality Related Access Rights Related Help Center Articles
Managing Agency Programs and related funding, services, accounts, staff, etc. 
  • Manage Agency - Overview (Manage Agency must also be enabled)
  • Manage Agency -Programs (Manage Agency must also be enabled)
  • Manage Agency - Services (Manage Agency must also be enabled)
  • Manage Agency - Funding (Manage Agency must also be enabled)
  •  Manage Agency - Accounts (Manage Agency must also be enabled)
  • Manage Agency - Assessments (Manage Agency must also be enabled)
  • Manage Agency - Staff (Manage Agency must also be enabled)
  • Bulk Exit Active Clients on Program Operating End Date (Manage Agency - Programs must also be enabled)
Gives users access to all client data within the data analysis tool.
  • Systemwide Data Analysis
Ability to view data from fields in screens indicated as Sensitive Data within any agency.
  • Any Agency Sensitive Data
Gives users the ability to see the files listing and perform file import in the Data Import Tool (DIT)
  • Data Import - Files Listing
  • Data Import - File Import (Data Import -Files Listing must also be enabled)
  • Data Import - File Mapping (Data Import - Files Listing must also be enabled)
Allows users to create and manage Encampment Programs.
  • Outreach - Manage Encampment Programs (Outreach must also be enabled)
  • Outreach - Create Encampment Programs (Outreach must also be enabled)
Ability to add/modify/delete Configuration History records.
  • Manage Unit History (Manage Agency must also be enabled)

Note: The access rights in the table above are also available to the Admin role type, but not the Enterprise role type.

Enterprise-Specific Access Rights

The Enterprise role type can be configured with all access rights except those listed in the Admin Only Access Rights and Manager-Specific Access Rights tables above.

The following access right is only available to access roles with the Enterprise (and Manager) role type:

Functionality Related Access Rights Related Help Center Articles
The ability to view the Customer Portal resource directory.
  • Resource Directory View (Customer Portal must be enabled for the system.)

Note: The access right in the table above is also available to the Manager role type, but not the Admin role type.

Additional Resources

The following resources may also be helpful when configuring access roles for your users:

 

Updated: 08/31/2026