System Users/Functions

There are two primary users.

Vendor users can

• Register and Find Clients at their location(s).

• Add Client Assessments/Surveys, Notes, and Services.

• Add Mandated Data Check-Ins and Deactivations.

• Add Non-Client Based Services.

Lead Agency user can

• Program Oversight (Vendor Read-Only permissions) of all vendors in projects they are approvers for with access to view all clients, assessments/surveys, and services.

• Invoice Approvals, Denials, Mark for Corrections, and view of their project invoices and vendor spending.