Monday, March 24, 2014

Organizations, Suborganizations, Users, and Roles

A User is ANY individual who either performs an activity on any site, such as take a test, log on to a corporate account, etc.

All Users must belong to one Org.

An Org can any (or none) number of Suborgs.

A User can be associated with zero or one Suborg.

Users can be either "Named" or "Anonymous" - though we don't know the name of an anonymous user, they can still exist on the system as a test-taker.

Users, Orgs, and Suborgs can all set various defaults that are only overridden by the object below it in specificity. So, User overrides Suborg and Suborg overrides Org. These defaults include such items as where to email or text test results.

All users are assigned a role that determines there access. These roles are:
  • No Logon
  • Personal Logon Only
  • Logon Portal User
  • Account User Level 1
  • Account User Level 2
  • Account User Level 3 
  • Overall System Administrator
A No Logon User has no account privileges. They are a test taker only, or they requested a white paper or performed some other action that caused them to register. These users are associated with the org they are testing with.

A Personal User - belongs to the default personal account org and has his/her own personal account on HR Avatar (this functionality is not currently used).

A Portal User is a test taker who accesses a logon testing portal and therefore needs a logon id and password, which will work only for the logon portal.

Account Level 1 Users can view results only. They cannot initiate tests.

Account Level 2 Users can view results only and initiate tests.

Account Level 3 Users can also manage the 'Role' of all account users and create new account users.

Duplicates

Note that the system tries to associate users by their email address WITHIN A SINGLE ORGANIZATION ONLY. So, if the same person takes a test with three different organizations, they will have three different User records on our system, one for each Org.




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