Equip is designed to support a variety of organizational structures by offering distinct user roles, each with specific responsibilities. This guide provides a detailed overview of each role, explaining its function and how terminology adapts based on your account type.
Roles in Equip
Equip has four user roles, each with distinct responsibilities:
Admin – Manages account settings, user permissions, and system configurations.
Mentor/Supporter – Provides direct support and guidance to students/client.
Mentor/Supporter with Web Access – Has the same responsibilities as a Mentor/Supporter but with additional web-based tools for reporting and documentation.
Student/Client – The primary beneficiary of the program, using Equip to track progress and engage with support systems.
Role Functions and Responsibilities
Admin Role
Admins have full access to all features and settings in Equip. They are responsible for managing users, configuring system settings, and maintaining data security. Admins can create and assign roles, oversee reports, and ensure that the platform operates smoothly for all users
Student/Client Role
Students/Clients are the primary participants in a program. They use Equip to access assigned activities, communicate with their mentors or supporters, and track their progress. The terminology for this role varies based on the account type:
Program Accounts: Student
Family Accounts: Explorer
RLCs: Resident
CRPs: Client
Regardless of terminology, the function of this role remains the same: enabling individuals to actively engage with the platform and receive support.
Mentor/Supporter Role
Mentors/Supporters provide direct assistance and oversight to students/clients. They track progress, offer guidance, and support program participants in achieving their goals. In some account types, such as Family, RLC, and CRP, this role is referred to as Supporter, while in Program accounts, it is labeled as Mentor.
View Student/Client photo and bio
View personal Calendar
View personal Documents
Receive Announcements
Mentor/Supporter with Web Access
This role includes all the capabilities of a standard Mentor/Supporter but with additional web-based tools. Users with this access can:
View Student/Client information
Log Goal Progress Updates
View/Manage Student/Client Calendar
View/Manage Student/Client Routines
View/Manage Student/Client Notes that they have access to
View/Manage Student/Client documents that they have access to
View/Manage Student/Client Employment
View Student/Client Assessment results
Adaptive Terminology in Equip
Equip dynamically adjusts role terminology based on the account type. This ensures that the language used in the platform aligns with the organization's framework, making it easier for users to navigate and understand their roles.
Key Benefits of Role-Based Access
Enhanced Clarity: Users see role names that align with their organization’s terminology.
Data Security: Access is structured to ensure sensitive information is only available to authorized users.
Operational Efficiency: Clearly defined roles help streamline workflows and promote effective collaboration.
Important Note
While the terms may change, the fundamental roles and permissions associated with each remain consistent across account types. This ensures that the core functionality of Equip remains stable and predictable, regardless of the terminology used.
By adapting to your preferred terminology, Equip aims to provide a more personalized and intuitive experience for all users, regardless of their organizational context.