Detailed Listing of Administrative Permissions

Synopsis
You would like to know the available administrative permissions and how to limit these permissions for secondary account administrators.

Solution
You can limit administrative permissions for secondary account administrators.  First you must add the administrator as detailed in this article. If you wish to grant full system access to additional administrators, simply select and grant all permissions.

Below is a list of the administrative permissions available and the corresponding administration pages effected.

ACCOUNT SETUP

Account Setup - Manage global account details

1. Tools -> Payment Settings
2. Tools -> Global Settings

EMAIL

Email - Manage email:

1. Email -> Lists
2. Email -> Compose
3. Email -> Template

EVENTS - MANAGE EVENT DETAILS

1. Events -> Overview
2. Events -> Settings (Basic & Advanced Settings)
3. Events -> Locations
4. Events -> Reg Fees
5. Events -> Course/Flight (Internal Only)
6. Pledge -> Settings
7. Pledge -> Registration Options
8. Pledge -> Fundraising Pages

GROUP PERMISSIONS - View permissions for a Group

1. People -> Groups - add groups and group membership
2. People -> Groups - delete groups
3. People -> Groups - update groups and group membership
4. People -> Groups - view groups

ORDERS

1. View order and basic order data: Reports -> Orders, Reports -> Payment Details Report
2. Enter administrative registrations: Account -> Website Admin Mode
3. Delete orders: Reports -> Orders.
4. Add order data to an existing order: Reports -> Orders (cannot edit data)
5. Update order data and payment info: Reports -> Orders (cannot edit data)
6. View payment history and payment data: Reports -> Orders, Reports -> Payment Details Report

CLEAR SYSTEM DATA

1. Tools -> Clear System Data (Participants, groups, products, orders, sponsors).

PARTICIPANTS - Manage participants

1. People -> Participants
2. People -> Groups
3. People -> All
4. People -> Donors
5. People -> Volunteers

MEMBERS - Add members to the system

1. Account -> User Management -> Add New Administrator
2. People -> Participants -> Add Participant
3. People -> Donors -> Add Donors
4. People -> Volunteers -> Add Volunteers

MEMBERS - Delete members from the system

1. Account -> User Management -> Delete
2. People -> Participants -> Delete
3. People -> Donors -> Delete
4. People -> Volunteers -> Delete
5. People -> All -> Delete

MEMBERS - Update member profiles

1. Account -> User Management -> Edit
2. People ->Participants -> Edit
3. People -> Donors -> Edit
4. People -> Volunteers -> Edit
5. People -> All -> Edit

MEMBERS - View member details

1. Account -> User Management -> Edit
2. People ->Participants -> Edit
3. People -> Donors -> Edit
4. People -> Volunteers -> Edit
5. People -> All -> Edit

PRODUCTS - Manage products

1. Products -> All
2. Products -> Donation Request (Non-Pledge Events)

SPONSORS - Manage sponsor/sponsorship data

1. Sponsors -> All
2. Sponsors -> Sponsorships

SUPPORT REQUESTS - Submit Support Requests

1. Help -> Support -> New Support Request

USER PERMISSIONS

1. Add, update, delete/revoke user permissions: Account -> User Management -> permissions
2. View user permissions: Account -> User Management -> permissions

USERS

1. Add system users: Account -> User Management -> Add New Administrator
2. Deletes system users: Account -> User Management -> Delete
3. Update system users: Account -> User Management -> Edit
4. View system users: Account -> User Management

WEBSITE - Manage website settings

1. Website -> Pages
2. Website -> Settings

 

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