Rights Glossary for Access Roles (New Clarity Interface)

Overview
System Administrator Only Rights
Access Rights
Create Rights
Edit and Delete Rights
- Edit Rights
- Delete Rights
Additional Resources

Overview

When you create or edit an access role, you can make several customizations to fit the individual access needs of staff members. This glossary provides a brief explanation of the functionality affected by each option. The available options depend on the Role Type, as each type has access to specific rights within Access Roles.

System Administrator Only Rights

The following rights are only available to staff members with the Admin role type/System Administrator access role:

Functionality	Related Access Right(s)	Related Help Center Article(s)
Audit Logs throughout the system.	Audit Log	Audit Trails Audit Trails (New Clarity Interface)
System Setup & Agency Configurations (Agencies, Screens, Access Roles, Field Editor, Settings, Templates)	Agencies Setup	Introduction to Creating and Managing Agencies Introduction to Screens and Screen Types Creating and Editing Access Roles Screen Field Editor Overview System Setup: Settings Program Templates
Sharing Client Data	Full System Sharing Access Manage Agency - Sharing	Introduction to Sharing Client Data
Merge Tools for merging client records, merging client programs, or moving client programs.	Merge	The Client Merge Tool The Program Merge and Program Move Tool The Merge Module (New Clarity Interface)
Creating and Managing a Customer Portal Resource Directory	Resource Directory Create Resource Directory Edit Resource Directory Delete Resource Directory	System Advanced Options: Resource Directory

For more information about Admin seat types, see the Access Role Seat Types article.

Access Rights

Access rights provide staff members access to specific components of the client record, agency and program management, and Clarity Human Services functionality. If the right is toggled off for an access role, staff members with that access role will not be able to access the corresponding functionality.

Access Right	Functionality	Role Type	Contingencies	Related Help Center Article(s)
Restore Deleted Data	Recover deleted data in client records.	Admin, Manager, Enterprise	N/A	Restoring Deleted Data
Full System Sharing Access	Full sharing access to the system.	Admin	N/A	Introduction to Sharing Client Data
History	The History option on the client navigation menu in client records.	Admin, Manager, Enterprise	N/A	History Workspace
Services	Visibility for the Services option on the client navigation menu in client records, Active Services and Recent Services cards on the right side of the page, and Services workspace for client program enrollments.	Admin, Manager, Enterprise	N/A	Recording and Editing Service Items in the Client Record
Programs	The Programs option in the client navigation menu, the Active Program card on the right side of a client record.	Admin, Manager, Enterprise	N/A	Creating and Managing Program Enrollments
Public Alerts & Client Notes	The Alerts and Notes options in the client navigation menu in client records.	Admin, Manager, Enterprise	N/A	How Do I Create a Public Alert? How Do I Create Client Notes?
Files	The Files option in the client navigation menu in client records.	Admin, Manager, Enterprise	N/A	Working with Files in the Client Record
Attendance	Access to the Attendance module.	Admin, Manager, Enterprise	N/A	The Attendance Module
Manage Agency	The ability to see the Manage option in the primary navigation menu. The user cannot create a new agency, and he can’t change any information for existing agencies without additional access rights being enabled.	Admin, Manager, Enterprise	If the Manage Agency permission is ON, but all ‘Manage Agency - ’ permissions are OFF, the user will not see the Manage option in the primary navigation menu.	New Clarity Interface Overview
Manage Agency - Overview	Ability to view and access Manage > OVERVIEW	Admin, Manager	Manage Agency must be enabled.	Introduction to Creating and Maintaining Agencies
Manage Agency -Programs	Ability to view and access Manage > PROGRAMS	Admin, Manager	Manage Agency must be enabled.	How to Set Up a Program: Detailed Instructions
Bulk Exit Active Clients on Program Operating End Date	Ability to exit all actively enrolled clients on a program's End Date.	Admin, Manager	Manage Agency - Programs must be enabled.	Bulk Exit Active Clients
Manage Agency - Services	Ability to view and access Manage > SERVICES	Admin, Manager	Manage Agency must be enabled.	Introduction to Services
Manage Agency - Funding	Ability to view and access Manage > FUNDING Note: Users with access to Manage > PROGRAMS but not Manage > FUNDING will not be able to see the Create New Funding Source option when creating new programs.	Admin, Manager	Manage Agency must be enabled.	Introduction to Funding Sources
Manage Agency - Accounts	Ability to view and access Manage > Accounts	Admin, Manager	Manage Agency must be enabled.	Service Item Options: Accounts
Manage Agency - Assessments	Ability to view and access Manage > Assessments	Admin, Manager	Manage Agency must be enabled.	Agency Assessments Tab Overview
Manage Agency - Sites	Ability to view and access Manage > Sites	Admin, Manager, Enterprise	Manage Agency must be enabled.	Program Setup: Sites
Manage Agency - Staff	Ability to see the Staff tab after selecting the Manage option in the primary navigation menu. Ability to create and manage staff members.	Admin, Manager	Manage Agency must be enabled.	Staff Member Administration
Manage Agency - Sharing	Ability to see and manage Sharing settings for agencies.	Admin	Manage Agency must be enabled.	Introduction to Sharing Client Data
Manage Agency - Data Analysis	Ability to see the Data Analysis tab within Agency Management. The ability to see: the Data Analysis option in the Reports module; Referrals > Dashboard, Referrals > Analysis, and Referrals > Open Units.	Admin, Manager, Enterprise	Only available to Enterprise roles if Add On: Embedded Data Analysis is enabled for the instance.	Introduction to Creating and Maintaining Agencies Reports: Data Analysis Global Referrals: Dashboard Global Referrals: Analysis Global Referrals: Open Units
Agencies	Ability to see the Agency tab after selecting the Manage option in the primary navigation menu. Ability to see the Agency list. Creating and managing agencies.	Admin	Manage Agency must be enabled.	Introduction to Creating and Maintaining Agencies
Report Library	Ability to access the Report Library after selecting the Reports option in the primary navigation menu.	Admin, Manager, Enterprise	Note: Data Analysis must be enabled to access the Data Analysis tool after selecting Reports in the primary navigation menu.	Reports > Report Library
Household Management	Ability to access the Household option on the client navigation menu; manage Household members in client records (can see, add, update household members)	Admin, Manager, Enterprise	N/A	How Do I Create a Household and Manage Members?
Location	Ability to access the Location option on the client navigation menu.	Admin, Manager, Enterprise	N/A	Location Overview
Units/Beds	Ability to access the client-level Units/Beds option in the client navigation menu; provides the ability to manage occupancy records.	Admin, Manager, Enterprise, Volunteer	N/A	Client Level Units/Beds
Contacts	Ability to access the Contact option on the client navigation menu.	Admin, Manager, Enterprise	N/A	Client Contacts
Systemwide Data Analysis	Gives staff members system administrator-level access to all client data in the data analysis tool.	Admin, Manager	N/A	Introduction to the Data Analysis Tool and Looker Resources
Assessments	Ability to access the Assessments option on the client navigation menu.	Admin, Manager, Enterprise	N/A	Completing an Assessment in the Client Record
Referrals	Ability to access the global Referrals option in the primary navigation menu and the client Referrals option in the client navigation menu.*	Admin, Manager, Enterprise	N/A	Global Referrals Module Overview Client Referrals Overview
Referrals - Dashboard ('Data Analysis' access required)	Ability to access the Dashboard option in the global Referrals navigation menu.	Admin, Manager, Enterprise	Referrals and Manage Agency -Data Analysis must be enabled.	Global Referrals: Dashboard
Referrals - Pending	Ability to access the Incoming Referrals option in the global Referrals navigation menu.	Admin, Manager, Enterprise	Referrals must be enabled.	Global Referrals: Incoming Referrals
Referrals - Change Unit	This access right controls who can change units on a pending referral. Users with this access right see a unit drop-down list on pending referrals when multiple units are available for the relevant program.	Admin, Manager, Enterprise	Referrals - Pending must be enabled. For Referrals - Pending to be enabled, Referrals must be enabled.	Referral Status Updates
Referrals - Community Queue	Ability to access the Community Queue option in the global Referrals navigation menu.	Admin, Manager, Enterprise	Referrals must be enabled.	Global Referrals: Community Queue
Referrals - Analysis ('Data Analysis' access required)	Ability to access the Analysis option in the global Referrals navigation menu.	Admin, Manager, Enterprise	Referrals and Manage Agency -Data Analysis must be enabled.	Global Referrals: Analysis
Referrals - Completed	Ability to access the COMPLETED option in the global REFERRALS navigation menu in the legacy interface.	Admin, Manager, Enterprise	Referrals must be enabled.	Referrals: the Completed Tab
Referrals - Denied	Ability to access the DENIED option in the global REFERRALS navigation menu in the legacy interface.	Admin, Manager, Enterprise	Referrals must be enabled.	Referrals: the Denied Tab
Referrals - Sent	Ability to access the Outgoing Referrals option in the global Referrals navigation menu.	Admin, Manager, Enterprise	Referrals must be enabled.	Global Referrals: Outgoing Referrals
Referrals - Availability	Ability to access the Availability option in the global Referrals navigation menu.	Admin, Manager, Enterprise	Referrals must be enabled.	Global Referrals: Availability
Referrals - Move Referral	Ability to move a referral to a different Community Queue.	Admin, Manager, Enterprise	Referrals - Community Queue must be enabled.	Global Referrals: Community Queue
Data Analysis Save	Ability to save reports in the data analysis tool.	Admin, Manager, Enterprise	Manage Agency - Data Analysis must be enabled.	Introduction to the Data Analysis Tool and Looker Resources
Referrals - Unit Queue	Ability to access the Unit Queue option in the global Referrals navigation menu.	Admin, Manager, Enterprise	Referrals must be enabled.	Global Referrals: Unit Queue
Reassign Community Queue Referrals	Ability to reassign a referral to a program and to a unit, when applicable, from the Community Queue. For users with access to a Unit Queue, the user sees the Refer button on the Unit Queue when this access right is enabled.	Admin, Manager, Enterprise	Referrals must be enabled.	Global Referrals: Community Queue
Referrals - Unit Eligibility Override	Ability to use the Eligibility Override function when searching the Unit Queue for clients who can be referred to a Unit or reassigning a client to a Unit within a Community Queue.	Admin, Manager, Enterprise	Either Referrals - Unit Queue or Reassign Community Queue Referrals must be enabled.	Global Referrals: Unit Queue Global Referrals: Community Queue
Referrals - All Openings ('Data Analysis' access required)	Ability to access the Open Units option in the global Referrals navigation menu.	Admin, Manager, Enterprise	Referrals and Manage Agency - Data Analysis must be enabled.	Global Referrals: Open Units
Agency Sensitive Data	Ability to see data from fields in screens marked as Sensitive Data within the agency. If the user is in the same agency as the creator but their access role does not give permission to access Agency Sensitive Data, then they see Protected instead of a field with a sensitive value. Exception: if the user is the creator of the sensitive data, they will always be able to view it.	Admin, Manager, Enterprise	N/A	Screen Field Editor Overview
Any Agency Sensitive Data	Ability to see data from fields in screens marked as Sensitive Data within ANY agency. If the user is in the same agency as the creator but their access role does not give permission to access Agency Sensitive Data, then they see Protected instead of a field with a sensitive value. Exception: if the user is the creator of the sensitive data, they will always be able to view it.	Admin, Manager	N/A	Screen Field Editor Overview
Client Reports	Ability to access and run client level reports; the Reports option in the client navigation menu.	Admin, Manager, Enterprise	N/A	Client Reports
Caseload	Ability to access Caseload Management cards.	Admin, Manager, Enterprise	N/A	Caseload Management
Attendance Standalone Module	Disables access to all other rights except the Attendance Module (intended primarily for volunteers). At login, user sees the Passport attendance module. Users with this access role will not be allowed to have additional agency access.	Admin, Manager, Enterprise	N/A	The Passport Standalone Attendance Module
Referral Match Maker	Matchmaker functionality in the Community Queue.	Admin, Manager, Enterprise	Referrals and Referrals - Community Queue must be enabled.	Global Referrals: Community Queue
Navigator	The staff member can be assigned as a navigator in referrals. Ability to see Navigator card in Caseload Management.	Admin, Manager, Enterprise	N/A	Global Referrals: Community Queue Caseload Management
Data Import - Files Listing	Ability to see Data Import option in the primary navigation menu and access the Data Import Tool (DIT).	Admin, Manager	N/A	Importing Data Using the Data Import Tool (DIT)
Data Import - File Import	Ability to see Import button and perform file import in the Data Import Tool (DIT).	Admin, Manager	Data Import - Files Listing must be enabled.	Importing Data Using the Data Import Tool (DIT)
Data Import - File Mapping	Ability to perform program and service mapping in the Data Import Tool (DIT).	Admin, Manager	Data Import - Files Listing must be enabled.	Importing Data Using the Data Import Tool (DIT)
Privacy	Ability to see the Privacy option on the client navigation menu and has the ability view/access the contents: Set a client as public/private and add/modify/delete the Release of Information. If the user also has the Manage Consent Refused Records access right, they can also access the Consent Refused toggle and the ability to turn it on/off.	Admin, Manager, Enterprise	N/A	Release of Information (ROI) Overview Making Client Data Private
Manage Consent Refused Records	Ability to access and manage the Consent Refused toggle and access to client records with consent refused indicated for the Release of Information.	Admin, Manager, Enterprise	N/A	Consent Refused
Outreach	Access to Outreach in the primary navigation menu (will only display if Outreach is enabled for the system).	Admin, Manager, Enterprise	Outreach must be enabled for the system.	Introduction to Outreach
Outreach - Encampment Audit Log	Access to the Encampment Audit Log and Status History (will only display if Outreach is enabled for the system)	Admin, Manager, Enterprise	Outreach must be enabled for the user and for the system.	Managing Encampments in Outreach
Outreach - Manage Encampment Programs	Ability to view the ENCAMPMENT PROGRAMS tab in Outreach.	Admin, Manager	Outreach must be enabled in the system and for the user.	Managing Encampments in Outreach
Customer Portal Client Management	Ability to send Customer Portal invitations and requests.	Admin, Manager, Enterprise	Customer Portal must be enabled for the system.	Customer Portal: Client Portal and Client Portal Card
Customer Portal Blast Requests	Ability to use the Mass Sending feature to request documents, ROIs, assessments, and locations.	Admin, Manager, Enterprise	Customer Portal must be enabled for the system.	Customer Portal: Mass Send/Request
Customer Portal Blast Messages	Ability to send messages via the Mass Sending feature.	Admin, Manager, Enterprise	Customer Portal must be enabled for the system.	Customer Portal: Mass Send/Request
Customer Portal Individual Record Management	Ability to enable the Hide from Customer Portal setting on individual records.	Admin, Manager, Enterprise	Customer Portal must be enabled for the system.	Customer Portal: Agency-Level and User-Level Settings
Setup	Ability to access the Setup option in the primary navigation menu and access System Setup configurations (Screens, Access Roles, Field Editor, Settings, Templates).	Admin	These options are only available for the Admin role/System Administrators.	Introduction to Screens and Screen Types Creating and Editing Access Roles Screen Field Editor Overview System Setup: Settings Templates
Merge	Ability to access Merge in the primary navigation menu and use merge tools for clients and programs.	Admin	These options are only available for the Admin role/System Administrators.	The Merge Module
Audit Log	Ability to see and access Audit Logs.	Admin	These options are only available for the Admin role/System Administrators.	Audit Trails
Resource Directory View	Ability to access and view the Customer Portal Resource Directory	Manager, Enterprise	Customer Portal must be enabled for the system.	Customer Portal: Resource Directory
Inventory	Access to the Inventory module	Admin, Manager, Enterprise	N/A	Inventory Overview
Manage Unit History	Ability to add/modify/delete Configuration History records	Admin, Manager	Manage Agency must be enabled.	Inventory: Units
Standalone Data Analysis	This access right is necessary for the calculation Add On: Standalone Data Analysis Seats on SETUP > DASHBOARD.	Admin, Manager, Enterprise	N/A	Setup: Dashboard
Clear and Restore All Exit Data	Ability to clear and restore exit data when using the Reopen Client Program function.	Admin, Manager, Enterprise	Edit Agency Programs or Edit Any Agency Permission must be enabled.	How Do I Remove a Program Exit?
Agency Program Restrictions	Ability to view program restrictions created by the user's current agency.	Admin, Manager, Enterprise, Volunteer	Public Alerts and Client Notes must be enabled.	Program Restrictions
Any Agency Program Restrictions	Ability to view program restrictions created by any agency.	Admin, Manager, Enterprise, Volunteer	Public Alerts and Client Notes and Agency Program Restrictions must be enabled. Note: Enabling this access right will override Sharing settings.	Program Restrictions
Resource Directory	Ability to access and manage to Resource Directory in Setup > Settings.	Admin	Customer Portal must be enabled for the system. Setup must be enabled for the user.	System Advanced Options: Resource Directory
Point-in-Time Data - View	Allows users access to the Unsheltered PIT option in the primary navigation menu and the Counts workspace with view access.	Admin, Manager, Enterprise	N/A	Unsheltered Point-In-Time Integration
Point-in-Time Data - Import	Allows users to import files using the Add icon in the Unsheltered Point-in-Time (PIT) Integration tool.	Admin, Manager, Enterprise	Point-in-Time Data - View must be enabled. Edit and Delete rights are dependent on the Point-in-Time Data - Import access right.	Unsheltered Point-In-Time Integration

*Toggling off Referrals in Access Rights will automatically disable the other referral access rights. When Referrals is enabled, at least one other referral right must also be enabled.

Create Rights

Create Rights allow staff members to create and record specific types of data in client records.

Note: All create rights refer to the client record, not agency management.

Access Right	Functionality	Role Type	Contingencies	Related Help Center Article(s)
Create New Clients	Ability to create new client records. Also allows users to edit the client they create (even if they change agencies).	Admin, Manager, Enterprise	N/A	How Do I Create a New Client Record?
Create Service Placements	Ability to add service items from client-level Services and program-level Services. Users with access to Attendance will be able to add clients, make reservations, and indicate whether a client is present or a no-show.	Admin, Manager, Enterprise	Services must be enabled.	Recording and Editing Service Items in the Client Record The Attendance Module
Create Program Placements	Ability to see Add (+) icon within the Programs workspace. Ability to see Program Availability section in the Add a program workflow. Ability to see the Assessments section on the client's Program workspace and the Add (+) icon for adding Status/Annual assessment from the Active Programs card on the right sidebar.	Admin, Manager, Enterprise	Programs must be enabled.	Creating and Managing Program Enrollments
Create Manual Coordinated Entry Events	Ability to see the Events option in the program's navigation menu and submit manual Coordinated Entry Events	Admin, Manager, Enterprise	Programs must be enabled.	Coordinated Entry Events
Create Program Files	Ability to see the Add (+) icon and upload files from the program enrollment Files workspace.	Admin, Manager, Enterprise	Programs and Files must be enabled.	Working with Files in the Client Record
Create Public Alerts and Client Notes	Ability to see and add public alerts with the Add (+) icon on the Alerts workspace. Ability to see and add notes with the Add (+) icon on the and Notes workspace.	Admin, Manager, Enterprise	Public Alerts & Client Notes must be enabled.	How Do I Create a Public Alert? How Do I Create Client Notes?
Create Files	Ability to see and upload files with the Add (+) icon from the client record Files workspace.	Admin, Manager, Enterprise	Files must be enabled.	Working with Files in the Client Record
Create Location	Ability to add locations with the Add (+) icon from the Location workspace.	Admin, Manager, Enterprise	Location must be enabled.	Location Overview
Create Contacts	Ability to add contacts with the Add (+) icon from the Contact workspace.	Admin, Manager, Enterprise	Contacts must be enabled.	Client Contacts
Create Assessments	Ability to add assessments with the Add (+) icon from the client-level and program-level Assessments workspace.	Admin, Manager, Enterprise	Assessments must be enabled.	Completing an Assessment in the Client Record
Create Program Referrals - Client Record	Ability to create direct program referrals from the client record Referrals workspace and Assessments workspace.	Admin, Manager, Enterprise	Referrals must be enabled.	Client Referrals: Direct Referrals Assessments: Direct Referrals
Create Program Referrals - Eligibility Determination Screen	This access right allows the user to make a referral to an available program from the Eligibility Determination screen.	Admin, Manager, Enterprise	Referrals must be enabled.	Assessments: Direct Referrals
Create Community Queue Referrals	Access to the Refer Directly to Community Queue button on Client > Assessments > Eligibility.	Admin, Manager, Enterprise	Referrals must be enabled.	Assessments: Community Queue
Create Referrals to Limited Units	Ability to send a Referral to an agency other than the one a User is logged in under, when visibility allows.	Admin, Manager, Enterprise	Referrals must be enabled.	Client Referrals: Direct Referrals Assessments: Direct Referrals Global Referrals: Community Queue
Create Sites - Administrative and Housing Inventory Entities	Ability to add entities within Manage > SITES (An entity is a Site, Funding Source, Eligibility Requirement / Preset, Unit Status, Bed Offline Status, or photo) This permission also applies to all levels below the Site (e.g., Building, Unit).	Admin, Manager, Enterprise	Manage Agency - Sites must be enabled.	Inventory: Sites
Create Outreach Encampment	Ability to create Encampments in Outreach.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Managing Encampments in Outreach
Create Outreach Encampment Status Update	Ability to create Encampment Status Updates in Outreach.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Managing Encampments in Outreach
Add Clients to Outreach Map	Ability to add clients directly to Encampments or the Map in Outreach.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Adding Individuals to the Outreach Map
Create Encampment Alerts and Notes	Ability to create Alerts and Notes within Outreach Encampments.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Outreach: Alerts and Notes
Add Teams to Outreach Map Encampments	Ability to add Encampment Teams to encampments while in the Outreach Map.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Outreach: Encampment Teams
Outreach - Create Encampment Programs	Ability to create Encampment programs from within Outreach.	Admin, Manager	Outreach - Manage Encampment Programs must be enabled.	Configuring Encampment Programs
Outreach - Enroll Clients in Encampment Programs	Ability to enroll clients into Encampment programs from within Outreach.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Enrolling Clients in Encampment Programs
Outreach - Encampment Program Eligibility Override	Access to the Eligibility Override toggle when enrolling clients into Encampment programs from within Outreach.	Admin, Manager, Enterprise	Outreach - Enroll Clients in Encampment Programs must be enabled.	Enrolling Clients in Encampment Programs
Create Care Team Member	Ability to create Care Team members in the Care Team workspace, accessed from the client navigation menu.	Admin, Manager, Enterprise	N/A	Care Team
Create Overnight Drop-in Unit Records	Ability to add Overnight Drop-ins.	Admin, Manager, Enterprise, Volunteer	Units/Beds must be enabled	Overnight Unit/Bed Drop-ins
Create Overnight Drop-in Unit Records - Eligibility Override	Ability to add Overnight Drop-ins and override any eligibility requirements	Admin, Manager, Enterprise, Volunteer	Units/Beds must be enabled	Overnight Unit/Bed Drop-ins
Create Resource Directory	Ability to add resources to Setup > SETTINGS > Resource Directory.	Admin	Customer Portal must be enabled for the system. Setup must be enabled for the user.	System Advanced Options: Resource Directory
Agency Inventory - Add Agency Program	Ability to add Programs from the user's agency to Sites, Buildings, and Unit Configuration Types	Admin, Manager, Enterprise	N/A	Inventory: Sites Inventory: Buildings Inventory: Unit Configuration Type
Agency Inventory - Add Any Agency Program	Ability to add Programs from other agencies to Sites, Buildings, and Unit Configuration Types	Admin, Manager, Enterprise	N/A	Inventory: Sites Inventory: Buildings Inventory: Unit Configuration Type
Inventory - Add Bed/Unit Status	Ability to add new Unit Status or Bed Status on the Unit Card on the Inventory dashboard/map.	Admin, Manager, Enterprise	Inventory must be enabled.	Inventory Dashboard Unit/Bed Status
Create Program Restrictions	Ability to create Program Restrictions. This access right can be enabled even if the user cannot view/edit/delete restrictions.	Admin, Manager, Enterprise, Volunteer	N/A	Program Restrictions

Edit and Delete Rights

Edit and Delete Rights allow staff members to edit and delete existing data in client records, either at the agency level or across all agencies (subject to sharing settings).

Note: All edit and delete rights settings refer to the client record, not agency management.

Edit and delete rights for Any Agency allow the staff member to edit and delete data associated with that record component, regardless of the agency with which the staff member who recorded it is associated.
Edit and delete rights within the agency allow the staff member to edit and delete data associated with that record component entered by other agency staff members.
If an edit or delete right is disabled, but the staff member has access to that record component through access rights, the staff member will be able to view the associated data but not edit or delete it.

Edit Rights

Access Right	Functionality	Role Type	Contingencies	Related Help Center Article(s)
Edit Client Profile	Ability to edit profiles created in the agency and the ability to visit the client Privacy workspace.*	Admin, Manager, Enterprise	Create New Clients must be enabled.	How Do I Create a New Client Record? Making Client Data Private
Edit Any Client Profile	Ability to edit any client profiles and the ability to visit the client Privacy workspace.	Admin, Manager, Enterprise	Create New Clients must be enabled.	How Do I Create a New Client Record? Making Client Data Private
Edit Agency Services	Ability to edit services from the current Agency.	Admin, Manager, Enterprise	Services must be enabled.	Recording and Editing Service Items in the Client Record
Edit Any Agency Services	Ability to edit any Agency's services	Admin, Manager, Enterprise	Services must be enabled.	Recording and Editing Service Items in the Client Record
Edit Agency Services Authorization Lock	Ability to edit service items recorded with an authorization lock.	Admin, Manager, Enterprise	Services must be enabled.	Additional Service Item Settings
Edit Agency Programs	Ability to edit Programs and Status Assessment / Annual Assessment / Current Living Assessment (CLS) / Program Exits	Admin, Manager, Enterprise	Programs must be enabled.	Creating and Managing Program Enrollments How Do I Conduct a Program Status/Annual Assessment? Current Living Situation (CLS) Assessment Guide How Do I Exit a Client from a Program?
Edit Any Agency Programs	Ability to edit any Agency's Program, Status Assessment / Annual Assessment / Current Living Assessment (CLS), and Program Exits.	Admin, Manager, Enterprise	Programs must be enabled.	Creating and Managing Program Enrollments How Do I Conduct a Program Status/Annual Assessment? Current Living Situation (CLS) Assessment Guide How Do I Exit a Client from a Program?
Edit Agency Manual Coordinated Entry Events	Ability to edit manual Coordinated Entry Events within the agency.	Admin, Manager, Enterprise	Edit Agency Programs must be enabled.	Coordinated Entry Events
Edit Any Agency Manual Coordinated Entry Events	Ability to edit manual Coordinated Entry Events within any agency.	Admin, Manager, Enterprise	Edit Any Agency Programs must be enabled.	Coordinated Entry Events
Edit Agency Inferred Coordinated Entry Events	Ability to edit inferred Coordinated Entry Events within the agency.	Admin, Manager, Enterprise	Edit Agency Programs must be enabled.	Coordinated Entry Events
Edit Any Agency Inferred Coordinated Entry Events	Ability to edit inferred Coordinated Entry Events within any agency.	Admin, Manager, Enterprise	Edit Any Agency Programs must be enabled.	Coordinated Entry Events
Edit Agency Program Files	Ability to edit program-level Files in the current Agency.	Admin, Manager, Enterprise	The Programs access right is a foundational requirement for visibility of the program and for enabling Edit Agency Programs. Edit Agency Programs must be enabled to toggle on Edit Agency Program Files. The Files access right is a foundational requirement for visibility of the Files workspace within the program.	Working with Files in the Client Record
Edit Any Agency Program Files	Ability to edit program-level Files in any Agency	Admin, Manager, Enterprise	The Programs access right is a foundational requirement for visibility of the program and for enabling Edit Any Agency Programs. Edit Any Agency Programs must be enabled to toggle on Edit Any Agency Program Files. The Files access right is a foundational requirement for visibility of the Files workspace within the program.	Working with Files in the Client Record
Edit Agency Public Alerts and Client Notes	Ability to edit Agency Public Alerts and client Notes.	Admin, Manager, Enterprise	Public Alerts & Client Notes must be enabled.	How Do I Create a Public Alert? How Do I Create Client Notes?
Edit Any Agency Public Alerts and Client Notes	Ability to edit any Agency Public Alerts and client Notes.	Admin, Manager, Enterprise	Public Alerts & Client Notes must be enabled.	How Do I Create a Public Alert? How Do I Create Client Notes?
Edit Agency Files	Ability to upload new versions of a file from current agency with the Upload a New Version link.	Admin, Manager, Enterprise	Files must be enabled.	Working with Files in the Client Record
Edit Any Agency Files	Ability to upload new versions of a file from any agency with the Upload a New Version link.	Admin, Manager, Enterprise	Files must be enabled.	Working with Files in the Client Record
Edit Agency Location	Ability to edit locations recorded from the client's Location workspace for the current agency.	Admin, Manager, Enterprise	Location must be enabled.	Location Overview
Edit Any Agency Location	Ability to edit locations recorded from the client's Location workspace for any agency.	Admin, Manager, Enterprise	Location must be enabled.	Location Overview
Edit Agency Contacts	Ability to edit client Contacts from current agency.	Admin, Manager, Enterprise	Contacts must be enabled.	Client Contacts
Edit Any Agency Contacts	Ability to edit client Contacts from any agency.	Admin, Manager, Enterprise	Contacts must be enabled.	Client Contacts
Edit Agency Assessments	Ability to edit Assessments recorded from the client Assessments workspace for the current agency (editable from the Client assessments history section of the Assessments workspace).	Admin, Manager, Enterprise	Assessments must be enabled.	Completing an Assessment in the Client Record
Edit Any Agency Assessments	Ability to edit Assessments recorded from the client Assessments workspace for any agency (editable from the Client assessments history section of the Assessments workspace).	Admin, Manager, Enterprise	Assessments must be enabled.	Completing an Assessment in the Client Record
Edit Agency Referral	Ability to edit client Referrals for current agency (editable from client-level History, client-level Referrals, and global Referrals).	Admin, Manager, Enterprise	Referrals must be enabled.	Client Level History Workspace Client Referrals Overview Global Referrals Module Overview
Edit Any Agency Referral	Ability to edit Referrals for any agency (editable from client-level History, client-level Referrals, and global Referrals).	Admin, Manager, Enterprise	Referrals must be enabled.	Client Level History Workspace Client Referrals Overview Global Referrals Module Overview
Edit Sites - Administrative and Housing Inventory Entities	Ability to edit entities within Manage > Sites: An entity is a Site, Funding Source, Eligibility Requirement, Unit Status, Bed, or Bed Offline Status. This permission also applies to all levels below the Site (Building, Unit, etc.). If this permission is disabled, the user sees the View link instead of the Edit button. Ability to edit / bulk edit units on the Inventory Dashboard: Only those fields with Edit in Inventory - Site Managers enabled on the Unit Screen Field Editor can be edited from the inventory dashboard.	Admin, Manager, Enterprise	Manage Agency - Sites must be enabled.	Inventory Dashboard Inventory Screens
Edit Outreach Encampment Profile	Ability to edit Encampment Profiles in Outreach.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Managing Encampments in Outreach
Edit Outreach Encampment Status Update	Ability to edit Encampment Status Updates in Outreach.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Managing Encampments in Outreach
Edit Outreach Encampment Boundaries	Ability to edit Encampment Boundaries in Outreach.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Managing Encampments in Outreach
Backdate Encampment Boundaries	Ability to backdate an Encampment boundary.	Admin, Manager, Enterprise	Edit Outreach Encampment Boundaries must be enabled for the user.	Managing Encampments in Outreach
Move Clients to Different Outreach Encampment	Ability to move clients to another encampment in Outreach.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Managing Encampments in Outreach
Edit Encampment Alerts and Notes	Ability to Edit Alerts and Notes within Outreach Encampments	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Outreach: Alerts and Notes
Edit Agency Care Team Member	Ability to modify Care Team Members from the current agency	Admin, Manager, Enterprise	N/A	Care Team
Edit Any Agency Care Team Member	Ability to modify Care Team Members from any agency	Admin, Manager, Enterprise	N/A	Care Team
Edit Enrollment-based Unit Records	Ability to edit or add occupancy details in the program-level Units/Beds workspace from the current agency.	Admin, Manager, Enterprise	Edit Agency Programs or Edit Any Agency Programs must be enabled.	Program Level Units/Beds
Edit Any Agency Enrollment-based Unit Records	Ability to edit any agency occupancy in the program-level Units/Beds workspace.	Admin, Manager, Enterprise	Edit Agency Programs or Edit Any Agency Programs must be enabled.	Program Level Units/Beds
Edit Enrollment-based Unit Records - Eligibility Override	Ability to use the Eligibility Override function when connecting a client to a unit on the program-level Units/Beds workspace.	Admin, Manager, Enterprise	Edit Enrollment-based Unit Records must be enabled.	Program Level Units/Beds
Edit Overnight Drop-in Unit Records	Ability to edit Overnight Drop-ins.	Admin, Manager, Enterprise	Units/Beds must be enabled.	Overnight Unit/Bed Drop-Ins
Edit Any Agency Overnight Drop-in Unit Records	Ability to edit any agency's Overnight Drop-ins.	Admin, Manager, Enterprise	Units/Beds must be enabled.	Overnight Unit/Bed Drop-Ins
Inventory - Edit Bed/Unit Status	Ability to edit Inactive or Offline unit status and bed status records on the Unit Card on the Inventory map.	Admin, Manager, Enterprise	Inventory must be enabled.	Inventory Dashboard
Inventory - Edit Fields	Ability to edit units/bulk edit units on the Inventory Dashboard. Only those fields with Edit in Inventory - Field Editors enabled on the Unit Screen Field Editor can be edited from the inventory dashboard.	Admin, Manager, Enterprise	Inventory must be enabled	Inventory Dashboard Inventory Screens
Edit Resource Directory	Ability to edit resources in Setup > Settings > Resource Directory.	Admin	Customer Portal must be enabled for the system. Setup must be enabled for the user.	System Advanced Options: Resource Directory
Edit Agency Program Restrictions	Ability to edit Program Restrictions for user's current agency.	Admin, Manager, Enterprise, Volunteer	Agency Program Restrictions must be enabled for the user.	Program Restrictions
Edit Any Agency Program Restrictions	Ability to edit Program Restrictions for any agency.	Admin, Manager, Enterprise, Volunteer	Agency Program Restrictions must be enabled for the user.	Program Restrictions

*Staff members with Create New Clients enabled in their Access Role can edit the Client Profile of any client record they create by default.

Delete Rights

Access Right	Functionality	Role Type	Contingencies	Related Help Center Article(s)
Delete Agency Services	Ability to delete Service items and attendance days for current Agency. Users with access to Attendance will be able to delete a client from the In Attendance column and delete a reservation for a client.	Admin, Manager, Enterprise	Services must be enabled.	Managing Attendance Services in the Attendance Module
Delete Any Agency Services	Ability to delete Service items and attendance days for any Agency. Users with access to Attendance will be able to delete a client from the In Attendance column and delete a reservation for a client.	Admin, Manager, Enterprise	Services must be enabled.	Managing Attendance Services in the Attendance Module
Delete Agency Programs	Ability to delete Programs and Status Assessment / Annual Assessment / Current Living Assessment (CLS) from current agency.	Admin, Manager, Enterprise	Programs must be enabled.	Creating and Managing Program Enrollments
Delete Any Agency Programs	Ability to delete Programs and Status Assessment / Annual Assessment / Current Living Assessment (CLS) from any agency.	Admin, Manager, Enterprise	Programs must be enabled.	Creating and Managing Program Enrollments
Delete Agency Manual Coordinated Entry Events	Ability to delete manual Coordinated Entry Events within the agency.	Admin, Manager, Enterprise	Delete Agency Programs must be enabled.	Coordinated Entry Events
Delete Any Agency Manual Coordinated Entry Events	Ability to delete manual Coordinated Entry Events within any agency.	Admin, Manager, Enterprise	Delete Any Agency Programs must be enabled.	Coordinated Entry Events
Delete Agency Inferred Coordinated Entry Events	Ability to delete inferred Coordinated Entry Events within the agency.	Admin, Manager, Enterprise	Delete Agency Programs must be enabled.	Coordinated Entry Events
Delete Any Agency Inferred Coordinated Entry Events	Ability to delete inferred Coordinated Entry Events within any agency.	Admin, Manager, Enterprise	Delete Any Agency Programs must be enabled.	Coordinated Entry Events
Delete Agency Program Files	Ability to delete program-level files for current agency.	Admin, Manager, Enterprise	The Programs access right is a foundational requirement for visibility of the program and for enabling Delete Agency Programs. Delete Agency Programs must be enabled to toggle on Delete Agency Program Files. The Files access right is a foundational requirement for visibility of the Files tab within the program.	Working with Files in the Client Record
Delete Any Agency Program Files	Ability to delete program-level files for current agency.	Admin, Manager, Enterprise	The Programs access right is a foundational requirement for visibility of the program and for enabling Delete Any Agency Programs. Delete Any Agency Programs must be enabled to toggle on Delete Any Agency Program Files. The Files access right is a foundational requirement for visibility of the Files tab within the program.	Working with Files in the Client Record
Delete Agency Public Alerts and Client Notes	Ability to delete Public Alerts and client Notes for current agency.	Admin, Manager, Enterprise	Public Alerts & Client Notes must be enabled.	How Do I Create a Public Alert? How Do I Create Client Notes?
Delete Any Agency Public Alerts and Client Notes	Ability to delete Public Alerts and client Notes for any agency.	Admin, Manager, Enterprise	Public Alerts & Client Notes must be enabled.	How Do I Create a Public Alert? How Do I Create Client Notes?
Delete Agency Files	Ability to delete client-level Files for current agency.	Admin, Manager, Enterprise	Files must be enabled.	Working with Files in the Client Record
Delete Any Agency Files	Ability to delete client-level Files for any agency.	Admin, Manager, Enterprise	Files must be enabled.	Working with Files in the Client Record
Delete Agency Location	Ability to delete locations recorded from the Locations workspace for current agency.	Admin, Manager, Enterprise	Locations must be enabled.	Location Overview
Delete Any Agency Location	Ability to delete locations recorded from the Locations workspace for any agency.	Admin, Manager, Enterprise	Locations must be enabled.	Location Overview
Delete Agency Contacts	Ability to delete client Contacts for current agency.	Admin, Manager, Enterprise	Contacts must be enabled.	Client Contacts
Delete Any Agency Contacts	Ability to delete client Contacts for any agency.	Admin, Manager, Enterprise	Contacts must be enabled.	Client Contacts
Delete Agency Assessment	Ability to delete assessments recorded from the Assessments workspace for current agency.	Admin, Manager, Enterprise	Assessments must be enabled.	Completing an Assessment in the Client Record
Delete Any Agency Assessment	Ability to delete assessments recorded from the Assessments workspace for any agency.	Admin, Manager, Enterprise	Assessments must be enabled.	Completing an Assessment in the Client Record
Delete Any Client	The ability to delete any client.	Admin, Manager, Enterprise	N/A	How Do I Create a New Client Record?
Delete Agency Referral	Ability to delete Referrals for current program from History, client-level Referrals, and Referrals module; ability to delete linked program from Referral Connection section of referral.	Admin, Manager, Enterprise	Referrals must be enabled.	Client Level History Workspace Client Referrals Overview Global Referrals Module Overview
Delete Any Agency Referral	Ability to delete Referrals for any program from History, client-level Referrals, and Referrals module; ability to delete linked program from Referral Connection section of referral.	Admin, Manager, Enterprise	Referrals must be enabled.	Client Level History Workspace Client Referrals Overview Global Referrals Module Overview
Delete Unit Availability Reservation	Ability to delete Reserved Opening on Referrals > Availability.	Admin, Manager, Enterprise	Referrals and Referrals - Availability must be enabled.	Global Referrals: Availability
Delete Sites - Administrative and Housing Inventory Entities	Ability to delete entities within Manage > Sites (An “entity” is a Site, Program, Funding Source, Eligibility Requirement, Unit Status, Bed Offline Status, or Photo) This permission also applies to all levels below the Site (e.g., Building, Unit).	Admin, Manager, Enterprise	Manage Agency - Sites must be enabled.	Inventory: Sites
Delete Encampment Alerts and Notes	Ability to Delete Alerts and Notes within Outreach Encampments.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Outreach: Alerts and Notes
Delete Outreach Encampment	Ability to delete Encampments in Outreach.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Managing Encampments in Outreach
Delete Outreach Encampment Status Update	Ability to delete Encampment Status Updates in Outreach.	Admin, Manager, Enterprise	Outreach must be enabled in the system and for the user.	Managing Encampments in Outreach
Delete Agency Care Team Member	Ability to delete an agency's Care Team member.	Admin, Manager, Enterprise	N/A	Care Team
Delete Any Agency Care Team Member	Ability to delete any agency's Care Team member.	Admin, Manager, Enterprise	N/A	Care Team
Delete Enrollment-based Unit Records	Ability to delete connections between a client and a unit in the program-level Units/Beds workspace.	Admin, Manager, Enterprise	Edit Agency Programs or Edit Any Agency Programs must be enabled.	Program Level Units/Beds
Delete Any Agency Enrollment-based Unit Records	Ability to delete any agency connections between a client and a unit in the program-level Units/Beds workspace.	Admin, Manager, Enterprise	Edit Agency Programs or Edit Any Agency Programs must be enabled.	Program Level Units/Beds
Delete Overnight Drop-in Unit Records	Ability to delete Overnight Drop-ins.	Admin, Manager, Enterprise	Units/Beds must be enabled.	Overnight Drop-ins
Delete Any Agency Overnight Drop-in Unit Records	Ability to delete any agency's Overnight Drop-ins.	Admin, Manager, Enterprise	Units/Beds must be enabled.	Overnight Drop-ins
Delete Resource Directory	Ability to delete resources in Setup > Settings > Resource Directory.	Admin	Customer Portal must be enabled for the system. Setup must be enabled for the user.	System Advanced Options: Resource Directory
Delete Agency Program Restrictions	Ability to delete Program Restrictions for the user's current agency.	Admin, Manager, Enterprise, Volunteer	Agency Program Restrictions must be enabled for the user.	Program Restrictions
Delete Any Agency Program Restrictions	Ability to delete Program Restrictions for any agency.	Admin, Manager, Enterprise, Volunteer	Agency Program Restrictions must be enabled for the user.	Program Restrictions

Additional Resources

Published: 10/19/2026