If you want to grant varying levels of user access per app, assign a managed policy to the user's permissions.
How to Assign a Managed Policy
- Navigate to the Systems + Security app.
- In the left toolbar, select Security and then Users.
- Click the Edit Icon next to a user's name to edit their permissions.
- Scroll down to Managed Policies.
- Select the Managed Policies that you want to grant.
- Click the Save Changes button.
Managed Policies by App + Access Level
USERS, ROLES, + PERMISSIONS
Security Administrator
Create/manage users, roles, and profiles
SECURITY + SETTINGS
Access to All Applications
Users can access all applications available to the customer
Access to All Tenants
Users can access the console and login to all customer tenants
Day-to-Day User Access
Access to the entire console and non-admin/power-user functionality
Global System Administrator Access
Complete, unfettered system access to all features and functionality + configuration options
Login to the Console
Allows the user to login to the console
Power User Access
Access to the console and power user functions, including billing
Read Only User Access
Ability to view all records and run all queries/reports
CONTACTS + ORGANIZATIONS
Rolodex/CRM Administrator
Complete control over the CRM app, including back-end access to configure all available options
Rolodex/CRM Day-to-Day User Access
Day-to-day contact/organization management tasks
Rolodex/CRM Power User Access
User access + the ability to merge contacts and organizations
Rolodex/CRM Read Only Access
Ability to view all records
FINANCE + BILLING
Collect Administrator
Complete control over the Collect app, including back-end access to configure all available options
Collect Day-to-Day User Access
Day-to-day contact/organization management tasks
Collect Power User Access
User access + the ability to post batches and close financial periods
Committees Read Only Access
Ability to view all records
MEMBERSHIP + COMMITTEES
Membership Administrator
Complete control over the Membership app, including back-end access to configure all available options
Membership Day-to-Day User Access
Day-to-day contact/organization management tasks
Membership Power User Access
User access + billing
Membership Read Only Access
Ability to view all records
MEETINGS + SHOWS
Events Administrator
Complete control over the Meetings + Shows app, including back-end access to configure all available options
Events Day-to-Day User Access
All events, but no administration access
Events/CRM Read Only Access
Ability to view all records
SPONSORSHIPS
Sponsorship Administrator
Complete control over the Sponsorship app, including back-end access to configure all available options
Sponsorship Day-To-Day User Access
Day-to-day contact/organization management tasks
Sponsorship Read Only Access
Ability to view all records
CERTIFICATIONS
Certifications Administrator
Complete control over the Certifications app, including back-end access to configure all available options
Certifications Day-To-Day User Access
Day-to-day contact/organization management tasks
Certifications Power User Access
User access + the ability to manage course/exam offerings
Certifications Read Only Access
Ability to view all records
ACCREDITATIONS
Accreditation Administrator
Complete control over the Accreditations app, including back-end access to configure all available options
Accreditation Day-To-Day User Access
Day-to-day contact/organization management tasks
Accreditation Read Only Access
Ability to view all records
ORDERS + INVENTORY
Commerce Administrator
Complete control over the Commerce app, including back-end access to configure all available options
Commerce Day-To-Day User Access
Day-to-day contact/organization management tasks
Commerce Read Only Access
Ability to view all records
AWARDS + NOMINATIONS
Awards Administrator
Complete control over the Awards app, including back-end access to configure all available options
Awards Day-To-Day User Access
Day-to-day contact/organization management tasks
Awards Read Only Access
Ability to view all records
SUBMISSIONS + REVIEWS
Submissions Administrator
Complete control over the Submissions app, including back-end access to configure all available options
Submissions Day-To-Day User Access
Day-to-day contact/organization management tasks
Submissions Read Only Access
Ability to view all records
DOCUMENTS + PAPERS
Documents Administrator
Complete control over the Documents app, including back-end access to configure all available options
Documents Day-To-Day User Access
Day-to-day contact/organization management tasks
Documents Read Only Access
Ability to view all records
CAREER CENTER
Careers Administrator
Complete control over the Careers app, including back-end access to configure all available options
Careers Day-To-Day User Access
Day-to-day contact/organization management tasks
Careers Read Only Access
Ability to view all records
PORTALS + MICROSITES
Portals Administrator
Complete control over the Portals app, including back-end access to configure all available options
Portals Day-To-Day User Access
Day-to-day contact/organization management tasks
Portals Read Only Access
Ability to view all records
Comments
0 comments
Article is closed for comments.