Users

User Roles and Requirements

Student

• Can view existing request and reimbursement orders for projects they are assigned to
• Can view budget, expenses, and remaining balance for projects they are assigned to
• Can create request and reimbursement orders for projects they are assigned to
• Can edit request and reimbursement orders after changes have been requested by either mentor or admin
• Can request tracking info for request orders

Mentor

• Can view request and reimbursement forms submitted by projects they mentor
• Can view budget, expenses, and remaining balance for projects they mentor
• Can request changes be made to request and reimbursement forms
• Can approve request and reimbursement forms

Administrator

• Can view all request and reimbursement forms reviewed by mentors for all projects
  • Must view all requests and reimbursement on a project basis
  • Should not be able to view a request or reimbursement order outside the context of a project
• Can request changes be made to request and reimbursement forms
• Can mark requests as ordered
• Can mark reimbursements as being dispersed
• Can reject request and reimbursement forms
• Can view requests for tracking and shipping info for approved orders
• Can attach the following costs to a request when it has been ordered (Need to have meeting with partner to discuss this in more detail)
  • Shipping costs
  • Tariffs
  • Processing Fees
  • Etc
• Can add/edit/delete any vendor info
  • Can specify if a vendor is preferred or non-preferred
• Can create new projects
  • Can assign budget
  • Can assign students
  • Can assign mentors
  • Can assign sponsor company
• Can assign students and mentors to existing projects
• Can edit and remove students and mentors from existing projects
• Can add, edit, and remove admins from site

User Creation

• All users must be created via Admin user action
• Students must be a student of UTD and have a UTD email
• Mentors do not have to be a student of UTD and can have any email
• Student and Mentor users can only be created via project creation or editing by an Admin
• Admin users can only be created by a separate Admin user