Unit Hierarchy |
- Product User Interface
- API
|
- Client
- Customer Success Manager
|
- Create one by one in UI
- Done by user, not automated
- Create one by one in API
|
Users |
- Product User Interface
- API
- Bulk Upload UI (Super)
|
- Client
- Customer Success Manager
|
- Create one by one in UI
- Done by user, not automated
- Create one by one or in bulk in API
- Bulk upload CSV via Super UI
- Can only be done by a Super
|
Committees |
- Product User Interface
- API
|
- Client
- Customer Success Manager
|
- Create one by one in UI
- Done by user, not automated
- CRUD one by one in API
|
Candidate Forms |
- Product User Interface
- API
|
|
- Create one by one in UI
- Done by user, not automated
- CRUD one by one in API
- Review / report in UI
- Report in API
|
Committee Forms |
- Product User Interface
- API
|
|
- Create one by one in UI
- Done by user, not automated
- CRUD one by one in API
- Review / report in UI
- Report in API
|
Packet Templates |
- Product User Interface
- API
|
|
- Create one by one in UI
- Done by user, not automated
- CRUD one by one in API
|
Packets |
- Product User Interface
- API
|
|
- Create one by one in UI
- Done by user, not automated
- CRUD one by one in API
- Create in bulk in UI
- Done by user, not automated
- Create in bulk in API
- Review / report in UI
- Report in API
|
Documents (Packet Attachments) |
- Product User Interface
- API
|
|
- Create one by one in UI
- Done by user, not automated
- Create in bulk in UI
- Done by user, not automated
- Create one by one in API
|
Workflow Steps |
- Product User Interface
- API
|
|
- CRUD one by one in UI
- Done by user, not automated
- CRUD one by one in API
|
Workflow Movement |
- Product User Interface
- API
|
|
- Single operation in UI
- Done by user, not automated
- Single operation in API
|