SimpleJustice Setup Community Organizational Profiles and Dashboards
Administrators given the appropriate permissions may have access to one or more community profiles, in addition to their own profiles. Communities are groups of legal aid agencies that offer pro bono opportunities and resources. Administrators of community profiles can view and edit community information and view and manage membership associated with their community.
They may also have access to one or more organizational profiles, which are entities that have an affiliation with one or more of the communities. Administrators of organizational profiles can view and edit organizational information, view and manage membership associated with their organization, and request connections to communities.
If logged in to SimpleJustice with the appropriate permissions an administrator may return to their user profile, community profile, and/or organizational at any time by clicking on their avatar in the upper right corner.
They may also have access to one or more organizational and/or community Dashboards, which can be accessed via the Dashboard tab in the top navigation bar. Through the Dashboard, administrators can view and manage users, view volunteer opportunities and more associated with the relevant entity. Under each tab, administrators may see columns of information that they can sort on or search.
Note that administrators can also manage customized community external sites from this page by selecting Manage Website from their Community Dashboard.
User/Organization Management & Permissions in LegalServer
Some aspects of membership management will also occur on each agency’s instance of LegalServer and then be passed through to SimpleJustice via API and vice versa, so the two databases reflect the same core user information. For example, if a user requests interest in a volunteer opportunity with an agency that they do not currently have an affiliation with, information about that volunteer request will be passed via API from SimpleJustice to that agency’s instance of LegalServer to notify them of the interest in the opportunity, allowing the administrator to 1) accept or reject that user’s interest the opportunity that appears on both LegalServer and SimpleJustice and 2) review a profile for that user on LegalServer and take action on it. Relevant information about this transaction will then be passed back to SimpleJustice via API.
Administrators will first need to be given Simple Justice Admin permissions by enabling the SimpleJustice Admin field on the users module.
By logging into their instance of LegalServer and navigating to Users, administrators will be able to view and administer Pending Users from SimpleJustice, Active Users in SimpleJustice and Rejected Users in SimpleJustice via the User Actions column.
Depending on the action taken by an administrator, a user will appear on a different list. For example, by Approving a SJ Volunteer user, the user will be updated from a “Pending User” to an “Active User.”
If an administrator does not see the above tabs on their User tab, they will need to edit their user profile to add these list views.
They may also add the “Manage SimpleJustice Client Email Templates” block here too.
Additionally, a LegalServer admin can affiliate an existing organization in LegalServer with an existing SimpleJustice organization. An auxiliary form with the SimpleJustice Organization block must first be enabled.
Once this has been done, a LegalServer user can then affiliate the organization from the actions menu on the Organization Profile.
