PowerClerk Support Center

Program Design
Automations
Questions to ask yourself
Locating the Automations feature
Creating an Automation
FAQs
Communication Templates
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Feature reference
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
How to create Deadlines
Feature reference
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
VersaForms
Sensitive Data Fields
Feature reference
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Feature reference
FAQs
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Changing a project's status
Feature reference
FAQs
Advanced Program Design
Channels
Locating the Channels feature
What are Channels?
Channels Checklist
3-Step Publishing Process
Channel Type A: Mark As Child
Channel Type B: Make Successor
Channel Type C and D: Create/Submit Related Project
Sending Signals
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
Feature reference
eSignatures
DocuSign template tags
Mapping eSignature tags
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to create a Formula
Formula Data Dictionary
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to design an Incentive
Incentive Options
FAQs
Single Sign On (SSO)
Azure AD
Okta IDP Configuration
SP Configuration
PowerClerk API
Custom API IDs
FAQ
API Documentation for Developers
Application & Process Automation
Getting Started
Common Usage Scenarios
Using Custom IDs
API Method Reference
Code Samples
Administration
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
FAQs
Dashboards
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
How to validate a Data Import
FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
Import From V2
Questions to ask yourself
Locating the Import From V2 feature
How to Import From V2
FAQs
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Project Inquiry
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Billing Info
FAQs
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
FAQs
Reports
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Integrate scheduled Reports
Cross-Program Reports
FAQs
Test Environment
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
Web Adapter Factory
Questions to ask yourself
Locating the Web Adapter Factory
What are Web Adapters
Input and Output Fields
Connecting, Testing, and Enabling
Maintenance and Alterations
Web Adapter Message Format
FAQ
Program Reporting
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
FAQs
How to edit the Project Summary
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Settings
My Account
Questions to ask yourself
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
MFA Recovery Guidelines
FAQs
FormSense
Questions to ask yourself
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Questions to ask yourself
Locating the Grant Access feature
How to Grant Access to users
FAQs
Integration Guides
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
Dashboards
Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
Configuring Forms
FormSense
Build A Formula
Automation with Formulas in Action Rules
Formulas and Advanced Visibility Rules
Calculated Fields
Milestones
Project Summary
Roles and User Administration
Visualize Workflows
PowerClerk User Group Sessions (UGS)
PowerClerk Responsive Admin View

Roles

Use Roles to define user permissions, making access simple and clear for efficiently completing tasks.

Roles feature


Questions to ask yourself about Roles:

Who needs to perform work in this program?
What type of work does each person need to be able to do?
What should each Role be able to see and/or edit?

Locating the Roles feature

Any user with the Edit Roles privilege can open the Roles screen by hovering over the PROGRAM DESIGN menu item and clicking on Roles.

 

Locating the Roles feature

Figure 1: PROGRAM DESIGN >> Roles

 

How to create and edit a Role

Typically, the Roles used in a program follow this basic structure:

 

  1. Applicant: This is the most basic Role. Users in this Applicant Role will be the people who log into PowerClerk to fill out applications and make updates to their existing projects.
  2. Administrator: This Role should represent the typical users employed by (or contracted by) the company that is administrating the program in PowerClerk. This type of user will log into PowerClerk in order to review applications and move them through the Workflow.
  3. Program Designer: This Role should represent very few users at the company that is administrating the program in PowerClerk. This type of user will be in charge of configuring the program’s settings, usually in a small team, before and after the program launches in production.

You are welcome and able to rename and delete existing Roles, as well as create new Roles as needed to meet program requirements.

 

Please note: If you are just starting out in the pre-production version of PowerClerk, note that the PowerClerk team has likely already set up a preliminary set of Roles for the program.

 

To create a Role, click the New Role button in the lower-right corner of the Roles screen.

 

Create new Role

Figure 2: Create new Role

 

You can name this new role now and give permissions according to your requirements:

 

New Role dialog

Figure 3: New Role dialog

 

To edit a Role’s permissions, expand the Role by clicking the “+” sign next to the role’s title, then select Edit Role as shown below:

 

Edit Role

Figure 4: Edit Role

 

The dialog that follows shows all the permissions this role has, all of which (except the blue boxes) can be edited by an Administrator of your program with the Edit Roles privilege.

 

Role permissions dialog

Figure 5: Role permissions dialog

Feature Reference

Roles

In order to discuss the Administrator experience in PowerClerk, we first need to define Roles. Roles control who can see and do what actions at what time. A hierarchy of roles, each with uniquely defined permissions, can be specified by the Administrator. A typical set of roles for a program is defined below.

Role Name Visibility Typical Project Access
Applicant Only applications created by the applicant, or that have been assigned by another applicant Read/Write when in Unsubmitted status.
Administrator All applications Read/Write
Report-only Administrator All applications Read only
Inspector Only applications that are assigned to the user by an Administrator Read/Write
User Administrator (similar to Administrator) All applications and additional administrative functions* Read/Write

*Additional administrative functions can include user administration, document template import and activation, communication template creation and activation, deadline creation, front page editing, and more.

Roles in PowerClerk are configurable by the Administrator.

Video Guides

Roles and User Administration

This video will walk through setting up roles as defined by different required levels of access in PowerClerk and then assigning roles to users.

 
A full list of all Video Guides can also be found here.

FAQs

Q: How do I unlock an account that shows as "locked out"?
A: Any user can unlock their own account by resetting their password. Use the “Forgot Password?” link on the login screen to do that.
Q: Is it possible to use the user Selector data field to assign a project to a user in PowerClerk or can users only assign themselves to a project?
A: The User Selector data field cannot be used to assign projects to specific PowerClerk users.
 A PowerClerk user in a role with Admin privileges may assign a project to another PowerClerk user in a role with admin privileges. To do this navigate to the Admin view page. Then, under the “Other Information” panel, click “Change Assignee”. This will cause a “Change assignee” dropdown to display where a new assignee can be selected.
Changing an assignee

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.