3.1 Roles and Rights Management

Assigning roles and permissions in AEPSi is powerful yet relatively simple. AEPSi comes with three predefined roles (Administrator, Provider, and Reviewer). You can assign one or more roles to each user in your program.

As your program’s designated AEPSi Administrator, you have the most powerful role. Users who are Administrators can create, edit, and deactivate user records; create, archive, and delete child records; assign Providers to children and vice versa; and create reports.

The Provider role is designed for users who work directly with children, such as teachers and therapists. Users who are Providers have the ability to create and edit child records, enter assessment data, view reports on individual children, and create class reports. Within the Provider role there is a designated Lead Provider for each child’s team. The Lead Provider is able to assign Providers to the child’s team, remove Providers from the child’s team, add/edit caregiver information, as well as designate another lead provider for a child's team.

The Reviewer role is designed for users such as program directors and school superintendents who need to review aggregate reports on children’s progress; users who are Reviewers have the ability to generate reports but do not edit child records.

Within each role, you can assign certain permissions to each user. For example, you can ensure that a user who is a Provider has permission to access only the child records for the children with whom he or she works. As another example, you can enable Administrators and Reviewers to see “identified data” (data that includes identifying information such as childrens' names) or only “de-identified data” (data stripped of all identifying information).

You can also assign users more than one role. This means that if you or someone else in your program is an Administrator who works directly with children, you can assign the roles of both Administrator and Provider.

This also means that if you have a Provider in your program whom you want to allow to run aggregate reports on all of the children in the program, not just on those to whom he or she is assigned, you can assign the roles of both Provider and Reviewer.

Note: Anyone who is assigned the dual role of Provider and Reviewer will be able to see identifying data on children in aggregate reports

Assigning the dual roles of Administrator and Reviewer has no practical purpose since an Administrator already has all of the capabilities allowed by the reviewer role.

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