Navigation: Contacts Record
Whilst using the system, it is very likely that you will need to grant other administrators various access rights – to learn how to do this, follow the steps below:
Grant Access Rights
Step 1: When in a contact’s record, hover over ‘Actions’ and select ‘View/Edit Access Rights’.
Step 2: You will then be taken to the Access Rights page where you can grant a contact various rights.
The access rights are broken down into various categories to help you locate each access right: Members, Setup Payment Collection, Events, Payment Report – Summary, Payment Report – Detailed, Record Offline Payments, Upcoming Payment Report, Issue Refunds, Payment requests waiting to be scheduled and Admin.
Additionally, you can also filter the rights a contact has for a specific group or groups.
Step 3: To grant an access right, simply tick the box on the left-hand side of the right(s) you wish to grant.
Step 4: When you have finished selecting which right(s) to grant the contact, click ‘Save’ in the top left-hand corner of the screen.
Step 5: Once you have clicked ‘Save’ a pop-up will appear saying ‘Saved successfully’ – simply, click ‘OK’.
Step 6: An email will be sent to the contact for them to verify their email address. They will need to click the link in this email to activate the access rights you have chosen.
Once you have followed the above steps you will have successfully granted a contact access rights.