Caring that makes the difference
Official Benefit Funds Statement
Generated: November 3, 2026 · 2:33 PM
Administration
Users & Permissions
Manage user accounts and configure granular role access. Role boundaries are enforced at the server level.
User Accounts
Active accounts and assigned caseload
| User | Role | Caseload | Status | |
|---|---|---|---|---|
|
JO
Jordan Davis
Admin
|
jordan.davis@health1st.org | Admin | All individuals | Active |
|
CA
Casey Morgan
Staff
|
casey.morgan@health1st.org | Staff | 3 individuals assigned | Active |
|
RI
Riley Wilson
Viewer
|
riley.wilson@health1st.org | Viewer | 0 individuals assigned | Active |
Role Permissions Matrix
Enforced by server middleware and policies
| Permission / Capability | Staff (Caseworker) | Administrator | Viewer |
|---|---|---|---|
| View Assigned Individual Records | Yes (Caseload restricted) | Yes (All) | Yes (Read-only) |
| Record Monthly Benefit & Income | Yes | Yes | No |
| Record Expenses & Submit Receipt Exceptions | Yes | Yes | No |
| Approve Receipt Exceptions | No (Staff cannot approve) | Yes | No |
| Confirm PA ABLE / Temporary Transfers | No (Staff cannot confirm) | Yes | No |
| Manage Users & System Settings | No | Yes | No |