User types (who does what)
This platform supports different responsibilities across multiple verticals. Your organization may name these roles differently, but the workflows map closely.
Cross-vertical roles
Citizen / Public User
- Views public dashboards (e.g., live occupancy data).
- Submits reports or requests depending on the enabled verticals.
- Receives updates via email depending on municipal configuration.
Operator / Staff (backoffice)
- Reviews and manages records within their assigned vertical(s).
- Adds notes, updates status, and follows configured workflows.
- Uses templates and tools appropriate to each vertical.
Manager / Supervisor
- Defines operational policies (priorities, SLAs, thresholds).
- Configures alerts, escalations, and routing rules.
- Monitors performance and compliance across their vertical.
Municipality Administrator
- Configures vertical-specific workflows in Django Admin.
- Manages department permissions and staff assignments.
- Sets up dynamic forms and field mappings.
Platform Administrator (superuser)
- Manages configuration across all municipalities.
- Enables/disables modules and feature flags.
- Manages platform-level settings and integrations.
Occurrences vertical roles
Citizen (Occurrence Reporter)
- Creates a report ("occurrence") for an issue.
- Provides a location, category, description, and optional contact info.
- May be shown "similar reports" to avoid duplicates.
- Receives status updates via email.
Occurrence Staff
- Reviews incoming reports and confirms details.
- Adds internal notes and/or public updates.
- Assigns occurrences to operators or teams.
- Changes workflow state according to municipality rules.
- Uses response templates for consistent communication.
Occurrence Manager
- Defines category priorities and SLA targets.
- Configures escalation rules and notifications.
- Decides on external routing (email, Open311, webhooks).
Equipment vertical roles
Equipment Staff
- Manages equipment inventory (add, update, retire items).
- Records maintenance activities and costs.
- Tracks warranty status and equipment condition.
- Schedules and performs inspections.
Equipment Approver
- Reviews and approves/rejects equipment reservations.
- Ensures equipment availability for scheduled activities.
Equipment Administrator
- Configures equipment types and lifecycle settings.
- Sets default maintenance intervals and warranty periods.
- Defines inspection checklists and schedules.
Occupancy vertical roles
Public Viewer
- Views live occupancy dashboards (parking, beaches, trails).
- Sees capacity percentages and historical trends.
- No login required for public dashboards.
Occupancy Operator
- Monitors sensor status and data quality.
- Responds to capacity alerts and sensor issues.
- Manages points of interest (POIs) configuration.
Occupancy Administrator
- Configures sensor equipment and gate mappings.
- Sets capacity thresholds and alert rules.
- Manages data retention and ingestion settings.
Role mapping
| Platform Role | Occurrences | Equipment | Occupancy |
|---|---|---|---|
| Public/Citizen | Report issues | Request reservations | View dashboards |
| Staff/Operator | Triage & manage | Inventory & maintenance | Monitor sensors |
| Manager | SLAs & escalations | Approval workflows | Capacity alerts |
| Administrator | Workflow config | Type & schedule config | Sensor config |