04 Roles

Roles

Access within Enquire is determined by your involvement with projects and your "role" in Enquire reflects this. For example as a Project Manager, you will have access to all areas related to the projects you are involved in. As a Business Financial Manager, you will only have access to Activity Agreements and are able to submit Financial Reports.

The types of role available to your organisation will depend on your organisation's requirements so some of the roles listed within this page may not be available in your Enquire implementation.

To be given a role with Enquire, you will need to have a user account. Please see our page on Managing Users for more information on setting this up.

Assigning Roles

There are various ways to assign roles in Enquire:

Enquire will assign the System Administrator role to the key user

The Group Admin can create users and assign roles through the CRM

Regional NRM Program roles are managed at the Portfolio level

The Sub Program Manager role is assigned at the Activity Agreement level

Delivery Area Managers are assigned at the Team tab of a Delivery Area

Round Managers are assigned the Team/Contacts tab of a Round

Various project roles are assigned at the Project level through the Team/Partners tab

Role Descriptions

Icon	Role (acronym)	Description	Where do they get appointed?
	System Admin (SYS)	This person is a master user. This role manages Project Templates, Project Report Templates and User Defined Components.	Assigned by Enquire.
	Group Administrator (GAD)	The person or people in charge of user accounts of their group. They can add, edit, delete users, and assign roles.	Via the CRM by GAD
	Monitoring and Evaluation officer (MEO)	The investor that is recipient of the group portfolio report to approve consolidated financial, Narratives and performance reports.	Via a Portfolio's Team tab by GAD
	Investment Contract Manager (ICM)	The investor managing contracts (create, edit, variation etc.) and accept portfolio performance reports.	Via a Portfolio's Team tab by GAD
	Financial Liaison Officer (FLO)	The investor that approve consolidated regional Financial report.	Via a Portfolio's Team tab by GAD
	Regional Liaison Manager (RLO)	The investor that views specific Activity Agreement Performance and Financial activity and their reports.	Via a Portfolio's Team tab by GAD
	Portfolio Manager (PFM)	The person who signs off on group reports. They have access to view all information for their group. Usually equivalent to the EO.	Via the CRM by GAD
	Business Contract Manager (BCM)	The person in charge of the contracts with investors and investees.They have access to view all Activity Agreements and Projects, and do reporting on Milestones by submitting performance reports.	Via the CRM by GAD
	Sub Program Manager (SPM)	The person able to view tabs within their assigned Activity Agreements and report on their Sub Program Milestones.	Via an Activity Agreement's Team tab by GAD
	Business Financial Manager (BFM)	The person in charge of financials for the group. They have access to view all Activity Agreements and submit Financial reports.	Via the CRM by GAD
	Regional Communications Officer (RCO)	The person in charge of external and internal communications for a group. They can manage the appearance of project factsheets and communications.	Via the CRM by GAD
	NRM Plan Manager (PLN)	The person in charge of a group's NRM plan.	Via the CRM by GAD
	Delivery Area Manager (DAM)	The person in charge of a group or category of rounds and projects. They have access to view all the rounds and projects within their Delivery Area.	Via a Delivery Area's Team tab by GAD or PFM
	Round Manager (RDM)	The person in charge of projects within a round. They have access to view all the projects within their rounds.	Via a Round's Team/Contacts tab by GAD/DAM/PFM/BFM/BCM
	Project Administrator (PJA or PA)	The person in charge of administration aspects of projects such as creating, activating and editing projects. They are unable to report on projects.	Via the CRM by GAD
	Project Creator (PC or PJC)	The person who creates projects, applications and offline projects. This user selects projects to belong to any Delivery Area (including Category). This user can only see Projects they create. By default, they will be assigned the Project Manger role of any project they create.	Via the CRM by GAD
	Project Manager (PM)	The Project Manager of a project. They have access to view, edit and report on projects they are assigned to,	Via a Project's Team/Partner's tab by GAD /PFM/DAM/BFM/BCM/PJA/PM
	Project Implementer (PI)	The person implementing the project, who may be assisted by an internal Project Manager. They can submit reports through Enquire or via external reporting option.	Via a Project's Team/Partner's tab by GAD /PFM/BFM/BCM/RDM/PJA/PM
	Project Team member (PTM)	A person who is involved or associated with a project. They only have access to view project information but no access for editing.	Via a Project's Team/Partner's tab by GAD /PFM/RDM/BFM/BCM/DAM/RDM/PJA/PM
	Workspace Coordinator (WC)	The person who can set-up and maintain the group's workspace.	Via the Workspace User Management tool by GAD or WC
(Attribute)	Workspace Guest (WG)	A person who can use the group's workspace.	Via the Workspace User Management tool by WC
(Attribute)	Wetlands Contact	This is more an attributes to asses projects for Wetlands-related activities.	Via the CRM by GAD
(Attribute)	Project Application Step Authority	Project applications have manual approval process for each of the Application Approval Workflow steps 2, 3 and 4. Many users can be assigned the sign off authority for one, multiple or all application steps.	Via the Project Application tab by PFM/BCM/BFM Or via the CRM by GAD