User Roles and Access

There are four options available for user roles and access when adding new users to the system! Here's some explanations of what they do.

 
 

Roles

There are 4 roles available
  • Campus Administrator: Can see everything on your campus. Additional rights available to allow them to add/edit certain items (see below)

  • Campus View: Can see everything on your campus but does not have the access to make any changes.

  • Category Administrator: Can see everything within specific categories that they are assigned. Additional rights available to allow them to add/edit certain items (see below)

  • Organization Administrator: Can see everything within specific organizations that they are assigned. Additional rights available to allow them to add/edit certain items (see below)

Rights

 

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  • Add/Edit Users: Allows user to add/edit other user's access. Users can only add users with access equal to or less than the access they have. They can also only edit access for organizations/categories they have access to.
  • Add/Edit Categories: Allows user to add and change Categories. Available to Campus Administrators only.
  • Create Organizations: Allows user to create new organizations. Not available for Organization Administrators.
  • Edit Organizations: Allows user to edit details of organizations they have access to.
  • Deactivate Organizations: Allows user to deactivate organizations they have access to.
  • Add/Edit Events: Allows user to submit and edit events for organizations they have access to.
  • Delete Events: Allows user to delete events they have access to.
  • Add Attendees via Web: Allows user to check students into events using the web portal.
  • Add Bulk Attendees via Web: Allows user to bulk add students into events using the web portal.
  • View Person Profiles: Allows user to see student profiles, which include name, email, membership information, and events attended. If the user has the add/edit users right, they will also see what the user has access to. (Note that one user can only see another user's access to organizations and rights that they also have access to. For example, if User A has access to one organization and User B has access to two, User A will only see access for the organization they have in common).
Please note: "View Person Profiles" is the only user permission that can be granted to those who have Campus View access, if this access is granted to a user with Campus View Access they will only be able to view a person's profile, but will not have the ability to make any changes.
  • Add members without invite: Allows user add members to their organization without their approval.
  • Set Event Date in the Past: Backdate an existing event or create a new event with a start date in the past.
  • View Student Numbers: Allows user to see Student ID Numbers on the Student List page as well as Event Attendee Exports.
  • Manage Finance: Allows users to view their organizational budget and submit forms against this budget.
  • Edit Finance: Allows users to see their organization’s upper level budget and also allows them to make changes and view their organizational budget.
  • Download Smart Transcript: Allows users to download the Smart Transcript of the people they have access to.


To learn more about how to grant and remove admin access in this support guide!

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