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Use Cases
MaroyaF edited this page Mar 7, 2024
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How Personas use the system, Touchpoints. See Permissions for more information.
Government staff and representatives with a .gov or .mil, or .edu account can sign up for a Touchpoints account and login, if the organization exists in Touchpoints. Touchpoints accounts are not available for public users.
- An employee for an organization existing in Touchpoints can create an Account
- User with a Touchpoints Account can login
- System Administrator can manage (CRUD) Organizations
- System Administrator can manage Users:
- Can inactivate users
- Can change system-level user permissions
- System Administrator can manage Forms and Form Templates
- System Administrator can monitor Sidekiq and its background jobs
- System Administrator can perform all the functions of a Webmaster, Form Manager, and Response Viewer
- Can access an organization's Forms and responses via API
- Form Manager can get a .js Embed Code snippet
- Form Manager can add embed code to their website
- [outside Touchpoints] Webmaster can verify the Embed Code is working
- Form Manager can deploy website with Touchpoints embed code
- Form Manager can edit an existing Touchpoints
- Form Manager can add another User from the same organization as a Form Manager to a Form
- Form Manager can add another User from the same organization as a Response Viewer to a Form
- Form Manager can remove other Form Managers and Response Viewers from a Form
- Form Manager can see Responses
- Currently disabled: Form Manager is notified via email when a Response is created
- [outside Touchpoints] Form Manager can share a Touchpoints form URL via their tool of choice
- Form Manager can invite a user to Touchpoints
- User can create and manage all website inventory records for an organization
- User can create and manage a new website inventory record
- User can draft and submit a Data Collection
- Touchpoints Admin can publish or request changes on a Data Collection
- Response Viewer can view list of Forms they have permission to
Within the scope a Form:
- Submission Viewer receives access by being added by
- Submission Viewer can view a Touchpoint and its Submissions
- Submission Viewer can see a Response
A Public User does not login.
- Public User visits a public Touchpoints URL
- Public User experiences a Touchpoints delivered to an external website, via javascript
- Public User clicks a tab to see a Touchpoints
- or Public User clicks a button to see a Touchpoints
- or Public User somehow triggers an event to see a Touchpoints
- Public User clicks a tab to see a Touchpoints
- Public User creates a Response via a Touchpoints Form