Staff Roles: Difference between revisions
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Staff Settings are discussed more in depth under the Admin functions, here: [[Staff Member Setup]] | |||
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 | :Admin 1 | ||
Reports 3 | :Reports 3 | ||
Letters 6 | :Letters 6 | ||
Grants 7 | :Grants 7 | ||
Donations 8 | :Donations 8 | ||
Trust 9 | :Trust 9 | ||
Smember (Staff Member) 10 | :Smember (Staff Member) 10 | ||
PBI 11 | :PBI 11 | ||
Dashboard Graphics 12 | :Dashboard Graphics 12 | ||
Online Intakes 14 | :Online Intakes 14 | ||
Vault 15 | :Vault 15 | ||
No Role Assigned 20 | :No Role Assigned 20 | ||
b) On the Access Ribbon Bar, Staff Roles are set under Admin Staff Settings Staff Roles. | b) On the Access Ribbon Bar, Staff Roles are set under Admin Staff Settings Staff Roles. | ||
Latest revision as of 19:00, 28 February 2018
Staff Settings are discussed more in depth under the Admin functions, here: Staff Member Setup
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.
c) These roles can be set individually using this form, or the Administrator could use an Update Query in Microsoft Access to assign them.