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8.2. Permission Settings

Not all users are created equal. Because of this, you'll need to be able to adjust user permissions accordingly. These levels can be set either while creating the user account or at a later time.

Advanced

 Advanced settings relate to areas of the application reserved for: 

Settings

  • None - Users will not be permitted to view the menu for Settings or any of the related pages.
  • View - Users will be permitted to view the menu for Settings and each related page but not make additions or changes on related page.
  • Add - Users will be permitted to add options to the various Settings related pages but not edit current details.
  • Edit - Users will have full access to all Settings and its related pages, as well as make changes.

User Management

  • None - Users will not be permitted to view the user page.
  • View - Users will be permitted to view the user page but not add or edit any new or current users.
  • Add - Users will be permitted to add users but not edit any current users.
  • Edit - Users will have full access to all Users and be able to make change.

Merge Records

  • None - Users will not be permitted to open the Merge Records option.

Home page

  • None - Users will not be permitted to view the homepage.
  • View - Users will be permitted to view the homepage but not add or make any changes.
  • Add - Users will be permitted to add various options to the homepage but not change current items.
  • Edit - Users will have full access to the homepage and make any changes necessary.

BASIC

Contacts 

  • None - Users will not be permitted to view the menu for Contacts or any of the related pages.
  • View - Users will be permitted to search and view records in the system but not add or edit current records.
  • Add - Users will be able to add new individuals and organizations.
  • Edit - Users will have full access to all records and make any changes.

Financial

  • None - Users will not be permitted to view the Financial Menu or any of the related pages.
  • View - Users will be permitted to view the Financial Menu and its related pages but not make additions or changes.
  • Add - Users will be able to access each related page and add information but cannot make any changes.
  • Edit - Users will have full access to the Financial Menu and its related pages to make any additions or changes.

Reports

  • None - Users will not be permitted to view the Reports menu or any of the related pages.
  • View - Users will be permitted to view the Reports menu and the related pages but not generate reports.
  • Add - Users will be permitted to create reports but unable to export the data.
  • Edit - Users will have full access to the Reports menu and the related pages in order to generate or export reports.

Compliance

  • None - Users will not be permitted to view the Compliance menu for settings or any of the related pages.
  • View - Users will be permitted to view the list of reports available but not generate or file the reports.
  • Add - Users will be permitted to generate the reports but not file them.
  • Edit - Users will have full access to all government reports and also have the ability to download and file them.

The "Compliance Field Modifications" Permission Setting

This feature in Campaign Manager allows you to prevent users in your database from editing or deleting any information on records or transactions that shows up on your compliance reports. (Click Here for full details of this setting)

Knowledge Tags
Permissions  / 

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