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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