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Can you provide me with the meaning of the admin roles?

  • Updated

Below are the available Roles that can be selected for an admin user and what that admin will see on the Admin Site Map when they login:

1. Administrator

  • Full Access to Customers, Programs, Schedules, Communications, Content, Reports, Administration

2. Billing

  • Designated as the billing contact for your organization.
  • Renewal invoices will be sent to admins with this role.

3. Communicator

  • Communications
  • Reports > Report Exports for Communication Reports only

4. Content Editor

  • Content

5. Facility Ordering (Facility Management Module)

  • Full Access to Customers
  • Reports > Report Exports for Customer and Facility Reservation Reports only

6. Facility Viewer (Facility Management Module)

  • Access to Calendar information for Facility Reservation > Facilities
  • Reports > Report Exports for Facility Reservation Reports only

7. Officials Administrator (Officials Module)

  • Schedules (Standings page view only)
  • Archived Schedules (Standings page view only)
  • All Officials Management functions.
  • Communications access to Officials.
  • Reports > Report Exports only (Communication and Schedule > Officials)
  • Administration > Associated Organization.

8. Officials Coordinator (Officials Module)

  • Schedules (Standings page view only).
  • Archived Schedules (Standings page view only).
  • Officials Management Officials functions (minus the ability to adjust an official's status and what they are approved for).
  • Officials Management Assignments functions.
  • Communications access to Officials.
  • Reports > Report Exports only (Communication and Schedule > Officials).

9. Officials Treasurer (Officials Module)

  • Do not use - needs to be updated.

10. Page Editor

  • Content > Page Edit only

11. Registrar

  • Full Access to Customers, Programs, Facilities, Schedules, Communications, Content, Reports

12. Report Viewer

  • Reports > Report Exports
  • Reports > Report Viewer
  • Reports > Report Dashboards

13. Scheduler

  • Full Access to Schedules, Communications, Content, Reports > Report Exports only (excludes Customer Reports)

14. Scorekeeper

  • Schedules (Standings page only functions), Reports > Report Exports only (Content and Schedule)

15. Volunteer Coordinator

  • Customers > Volunteer Management, Reports > Report Exports only (Volunteer reports)

REPORT FILTERS

If you want to add an Administrator that can only access certain reports then

  1. Create Saved versions of reports you want the Admin to access.
  2. Add the Admin
  3. Uncheck all Roles except Reports
  4. Use the Filters tab to enable access to those Saved reports.