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Web:Staff Roles: Difference between revisions

From Prime 16 Online User's Manual
Created page with "a) In order to have access to the staff choices, a user must have either the Admin role (number 1) or else be specifically granted rights to work with Smember role (number 10)..."
 
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a) In order to have access to the staff choices, a user must have either the Admin role (number 1) or else be specifically granted rights to work with Smember role (number 10). These are the specific roles that can be granted a user.
a) In order to have access to the staff choices, a user must have either the Admin role (number 1) or else be specifically granted rights to work with Smember role (number 10). These are the specific roles that can be granted a user.
:Admin 1
:Reports 3
:Letters 6
:Grants 7
:Donations 8
:Trust 9
:Smember (Staff Member) 10
:PBI 11
:Dashboard Graphics 12
:Online Intakes 14
:Vault 15
:No Role Assigned 20


b) On the Access Ribbon Bar, Staff Roles are set under Admin Staff Settings Staff Roles.
{| class="wikitable"
|+ Staff Web Roles
|-
! Web Role !! Rights
|-
| Admin || Complete (Minus Payroll Section)
|-
| Reports || Reports
|-
| Letters || Forms (Admin)
|-
| Grants || Grants
|-
| Donations || Fundraising
|-
| Trust || Trust
|-
| Smember || Staff (Admin)
|-
| PBI || <No Current Settings>
|-
| OnlineIntakes || Online Intake
|-
| PayrollLeaveAdmin || Payroll Leave Admin (full rights)
|-
| PayrollLeaveSupervisor || Payroll Leave Supervision
|}


[[FIle:Roles1.png|thumb|none]]


 
b) Staff Roles are set in the Staff Setup page, using the "Roles Setup" tab
[[File:Roles2.png|thumb|none]]
 
c) These roles can be set individually using this form, or the Administrator could use an Update Query in Microsoft Access to assign them.

Latest revision as of 19:32, 12 September 2023

a) In order to have access to the staff choices, a user must have either the Admin role (number 1) or else be specifically granted rights to work with Smember role (number 10). These are the specific roles that can be granted a user.

Staff Web Roles
Web Role Rights
Admin Complete (Minus Payroll Section)
Reports Reports
Letters Forms (Admin)
Grants Grants
Donations Fundraising
Trust Trust
Smember Staff (Admin)
PBI <No Current Settings>
OnlineIntakes Online Intake
PayrollLeaveAdmin Payroll Leave Admin (full rights)
PayrollLeaveSupervisor Payroll Leave Supervision


b) Staff Roles are set in the Staff Setup page, using the "Roles Setup" tab

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