Authorization levels: Desktop views (../CS)

Both Full and Casual users can use administrative views. Exactly what each user can subsequently see and do there can vary greatly depending on a combination of the following factors:

The product license keys registered in the iMIS database
The user class, roles, groups, authorization levels, and access keywords defined in each person's user record

Special restrictions for Casual users

Each iMIS feature has a maximum authorization level that may be granted to a Casual user:

For Customers, a maximum authorization level of 4 enables Casual users to insert/edit/delete committee participants, tasks, and activity records.
For AR/Cash, the maximum authorization level of 0 forbids all access to Casual users.
For all other features of iMIS, the maximum authorization level of 2 enables Casual users to access reports but not financial transactions.
You cannot assign the SysAdmin role to a Casual user record.

An authorization level of zero is the default for every Casual user that you create.

Existing Casual users that might have been granted higher authorization levels in early releases of iMIS 15 that allowed higher authorization levels will have their authorization levels adjusted down to the new maximum defaults during an upgrade to this release, but those pre-existing Casual users that had authorization levels lower than these maximum levels will remain unchanged.

Conditions required to expose each major feature and its task list items

This list summarizes the conditions needed to display each major iMIS feature and its task list items to a specific user; the details are described in About authorization levels (see Authorization levels: Desktop views|topic=Authorization levels: Desktop views (../CS)). Access keywords also play a large role in what a user can see and do in iMIS: see Access Keywords in Customers.

Note: At authorization levels 1 through 3, both Full and Casual users have restricted ability to modify information in most iMIS features.