8403-Multi Agency Switch

Version

6.7.0

Description

Enables the Switch Agency drop-down field in the main console so users can toggle between multiple Agencies. The functionality differs a little between Civic Platform Vantage360 and Civic Platform Classic. The following descriptions summarize the differences:

  • For Civic Platform Vantage360:

    • Full access: When set to Full-Access and you define the user as a Delegate User, an agency drop-down list displays in the Vantage360 console. The user can toggle between agencies by selecting an agency from this drop-down list.

    • Read only and no access: Users do not have privileges to switch between agencies. The Agency drop-down list does not display to users, even if you define them as a Delegate User.

  • For Civic Platform Classic:

    • Full access: A Delegate User views an agency drop-down list in the upper area of Civic Platform. The user can toggle between agencies by selecting an agency from this drop-down list.

    • Read only and no access: The new multiple agency switch is not available. The user can only use the older existing switch logic, from FID 8098 Agency Switch, if enabled.

Table 1. FID 8403 Multi-Agency Switch
FID Setting Regular Super Agency User Delegate User from Super Agency Regular Sub-agency User
Full Access set at both the Parent and Sub-agencies The user does not view the new Agency Switch drop-down list. You must assign user to a delegate user account at another agency. The new “Agency Switch” drop-down list is available at the top of the super agency page. User toggles between agencies to which they have access. User can perform regular user functions based on the delegate user permissions on the User ID at the sub-agency. Not Applicable. No Super Agency Access.
Full Access set at Super Agency and Read Only set at the Sub-agency The user does not view the new Agency Switch drop-down list. You must assign user to a delegate user account at another agency. The new “Agency Switch” drop-down list is available at the top of the super agency page. User toggles between agencies to which they have access. User can only view information to which they have permissions set on the delegate User ID at the sub-agency. Not Applicable. No Super Agency Access.
Full Access set at Super Agency and No Access set at the Sub-agency The user does not view the new Agency Switch drop-down list. You must assign user to a delegate user account at another agency. The new “Agency Switch” drop‑down list is available at the top of the super agency page. The drop-down list populates the agencies to which they have access. User does not have access to this sub-agency. The option disappears from the list of available agencies in the drop-down list. Not Applicable. No Super Agency Access.
Read Only or No-Access set at Super Agency Not Applicable The new “Agency Switch” functionality is not available. Not Applicable. No Super Agency Access.

Interdependency

Civic Platform can enable the ability to toggle between agencies by either FID 8403 or FID 8098. The Multi-Agency switch controlled by FID 8403 offers more functionality and overrides FID 8098 Agency Switch when you set both to Full-Access.

Solution

All

Access

Civic Platform Console > Switch Agency drop-down field