Web:Staff Roles: Difference between revisions
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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. | ||
{| class="wikitable" | |||
|+ Staff Web Roles | |||
|- | |||
! Web Role !! Rights | |||
|- | |||
| Admin || Complete (Minus Payroll Section) | |||
|- | |||
| Reports || Reports | |||
|- | |||
| Letters || Forms/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 | b) Staff Roles are set in the Staff Setup page, using the "Roles Setup" tab | ||
Revision as of 19:31, 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.
| Web Role | Rights |
|---|---|
| Admin | Complete (Minus Payroll Section) |
| Reports | Reports |
| Letters | Forms/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