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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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: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) Staff Roles are set in the Staff Setup page, using the "Roles Setup" tab
 
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c) These roles can be set individually using this form, or the Administrator could use an Update Query in Microsoft Access to assign them.

Revision as of 19:33, 19 September 2017

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