Before starting
Running a nonprofit is often a team effort, that's why we have created administrators and their different roles to allow several people to work at the same time, without the risk of losing data.
To do so, each person must be assigned administrative rights before starting.
Here we will discuss the following topics:
Assigning Administrator rights
To access the page where administrator rights are managed, click on Settings, at the bottom left corner of your platform. You will be redirected to the Admin setting center.
From this page, click on Administrators.
Here you will find the list of all the administrators of the platform, as well as their rights.
As a main administrator of the software, you can modify at any point the admin rights of others by clicking on the eye icon of each row, under the Rights column.
A word of caution: the administrators of your groups are not included in this list.
Types of access rights
The main administrator has Main access. This person is granted access to all the features and their respective data.
Every other administrator type has restricted access, which has been granted by the main administrator.
Here are the different types of administrators along with their relevant access rights:
Main Administrator
The main administrator has access to all the features. They can also:
- Add or delete other administrators.
- Consult or modify the information of the organization (subscription, name, etc.).
Memberships & Donations manager
They can add donations by hand, create membership and donation campaigns, and register people in the campaigns.
Events & Product Sales manager
These admins can create campaigns/ticketing events and manage them (adding people who registered, etc.).
Certain restrictions apply, and the admin will need extra access rights if they want to publish on the website (they will need the Communication Manager rights too).
CRM manager
They will be able to add or delete contacts in the CRM, as well as modify information on contacts' profiles. They will be able to email contacts through the simple emailing tool, but will not be able to send email campaigns.
Communications manager
They have the rights to the Website and Communication features. As such, they can write and publish pages, manage the parameters of the organization's nonprofit (theme, footer, domain name, etc.), and send email campaigns to all contacts and to lists of other recipients.
Accounting manager
They have rights to the Accounting feature. The user can enter and edit accounting entries, and access all accounting documents.
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