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Web:Staff Roles: Difference between revisions

From Prime 16 Online User's Manual
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Line 11: Line 11:
:Online Intakes 14
:Online Intakes 14
:Vault 15
:Vault 15
:No Role Assigned 20
:PayrollLeaveAdmin
:PayrollLeaveSupervisor


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

Revision as of 19:17, 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.

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
PayrollLeaveAdmin
PayrollLeaveSupervisor

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