Roles and permissions
No single user can take all actions in the 121 platform. The 121 platform follows role-based segregation of duties, which improves task accountability. For example, users with a CVA profile will not be able to make payments but are able to make updates to registration data. Users with a finance profile can make payments, but are not able to update registrations' personal information. The following standard roles are configured in the 121 platform.
Standard 121 user Roles¶
| Type | Description |
|---|---|
| Program Admin | System Administrator, overseeing user access on the platform and managing project with an overall view of project progress. |
| CVA Officer | Officer for Cash and Voucher Assistance. |
| CVA Manager | Manager for Cash and Voucher Assistance. |
| Finance Officer | Officer for Finance operations and audit. |
| Finance Manager | Manager for Finance operations, payment instructions. |
| View | Portal Users who are allowed to view only and cannot perform actions. |
| User Manager | The user manager can create user accounts, reset passwords and add users to program teams. |
Permissions per role¶
| Permissions | Program Admin | CVA Manager | CVA Officer | Finance Officer | Finance Manager |
|---|---|---|---|---|---|
| Overview Users and Roles | |||||
| Add new 121 users | |||||
| Reset 121 users ' password | |||||
| Edit and update programs settings (information & budget) | |||||
| Overview of all active programs | |||||
| View only active programs assigned to the user | |||||
| Create new projects in 121 | |||||
| Manage Team members and assign roles in projects | |||||
| Overview registration list | |||||
| Import registration list (via excel) | |||||
| Edit registrations details | |||||
| Include registrations in projects | |||||
| Validate registrations list | |||||
| Decline registrations from a project | |||||
| Duplicate registrations (and export duplicate report) | |||||
| Pause registrations from receiving payments | |||||
| Delete registrations from project | |||||
| Import (mass) Data changes into registrations | c | ||||
| Send SMS to registrations (1-way SMS) | |||||
| View activity logs in registrations' profile | |||||
| Create new payments to registrations | |||||
| Send payments to registrations | |||||
| Export Payment Instructions (manual FSP export-import function) | |||||
| Reconcile payments (manual FSP export-import function) | |||||
| Export reporting on registration (full list) | |||||
| Export reporting on data changes | |||||
| Export payment reports | |||||
| Export account number verification report | |||||
| View Monitoring page | |||||
| View PowerBi dashboard | |||||
| View payment dashboards (payment page) |
Feature available. Feature not available, upon request to 121 support team.
Additional roles¶
Additional roles and permissions can be configured upon request. Contact our support team via email.
Add users to a program
You can follow these instructions to add team members to a program and assign a role.
Need further assistance? Contact your dedicated Account Manager or reach our support team via email.