Important Note: Super users, other users, and owner user
Super users have access to all navigation menu pages and all subsections within those pages. Super users may contact Simply Voting for technical support or assistance.
Other users (such as Full Access, Read Only Access, and No Access users) have reduced or no access to these navigation menu pages, and some subsections within those pages. These users must contact their organization's Super Users for technical support or assistance.
The owner user is reserved for the overall owner of the account and is the designated primary contact for Simply Voting staff.
Understanding User Roles
Users are individuals who have access to the Election Manager tool. There are four predefined user roles: Super User, Full Access, Read Only Access, and No Access. Independent of user role, one user is designated as the owner of the account.
Each user has their own password to log into the Election Manager tool. Only Super users can create other users, as well as assign different roles for each user, specifying the features they are allowed to use and the elections they are allowed to access. There must always be at least one Super user in an account.
Creating Roles
Roles provide a set of permissions which can be applied to multiple users. By default, all accounts come with four predefined user roles that cannot be updated nor deleted: Super User, Full Access, Read Only Access, and No Access.
Additional roles can also be created that make it easy to manage multiple users with custom permissions. For example, you may create a role called "Scrutineer" for any scrutineer user that needs read-only access to electors, results, and reports but no access to other sections.
To create a new role, click on the blue Manage Roles button on the Users page.
In the pop-up window that appears, click on the blue Create Role button.
From this window, you can specify a name for the custom role, as well as varying degrees of access levels:
with "Full Access", users with this role can navigate to and access these sections and, in sections where functions can be performed (such as changing or adding data), they are allowed to perform all allowed functions.
with "Read Only Access", users with this role can navigate to and access these sections, but they cannot change or add any new data to these sections.
with "No Access", users with this role cannot navigate to and access these sections.
Once you have filled out the Create Role form, click Create.
The above custom role has been setup to provide access levels that an auditor or scrutineer might need to conduct their duties during and after the election. Below, you can see the above access permissions in action:
Managing Roles
Once a role is created, you may assign it to existing users by clicking the blue Edit button in the Action column on the Users page. You may also assign this role to any new user via the Create User form on the Users page.
To edit a role, click on the blue Edit button in the Action column of the Manage Roles menu. Note that editing a role's permissions immediately affects all users assigned to that role.
To delete a role, click on the red delete button in the Action column of the Manage Roles menu. Custom roles can be deleted as long as there are no users assigned to them.