Authorization levels: Service Central (../CS)
The functionality available to a user is based on the user’s authorization levels, user class, and licensing. The highest authority level a Casual user can have here is 2, but they are still forbidden from accessing AR/Cash transactions in Service Central.
What each user type can do
Service Central:
- Full and Casual users with auth level 1 can find and view customer requests
- Full and Casual users with auth level 2 can find and view payments
- Full users with auth level 3 can create and edit customer requests and payments
- Full users with auth level 4 can delete customer requests and payments
Dues:
- Full and Casual users with auth level 1 can find and view billing records
- Full users with auth level 3 can create and edit billing records
- Full users with auth level 4 can delete billing records
AR/Cash:
- Full users with auth level 1 can find and view transactions
- Full users with auth level 3 can create transactions, and can edit or delete the transactions that they have created, but not transactions created by other iMIS users
- Full users with auth level 4 can edit or delete any transaction
Orders:
- Full and Casual users with auth level 1 can find and view orders
- Full users with auth level 3 can create and edit orders
- Full users with auth level 4 can delete orders
Fundraising:
- Full and Casual users with auth level 1 can find and view fundraising records
- Full users with auth level 3 can create and edit fundraising records
- Full users with auth level 4 can delete fundraising records
Events:
- Full and Casual users with auth level 1 can find and view event records
- Full users with auth level 3 can create and edit event records
- Full users with auth level 4 can delete event records
What navigation items appear
|
Task List Item |
Required Conditions and Notes |
|---|---|
| Process customer requests |
Full or Casual user + Service Central auth level 1 + SERVCEN license |
| Process billing |
Full or Casual user + Service Central auth level 1 + Dues auth level 1 + SERVCEN and DUES license |
| Register a customer |
Full or Casual user + Service Central auth level 1 + Events auth level 1 + SERVCEN and MEET license |
| Enter and edit gifts |
Full or Casual user + Service Central auth level 1 + Fund Raising auth level 1 + SERVCEN and FUNDR license |
| Process sales transactions |
Full user + Service Central auth level 1 + AR/Cash auth level 1 + SERVCEN and CASH license |
| Process orders |
Full or Casual user + Service Central auth level 1 + Orders auth level 1 + SERVCEN and ORDER license |
| Enter and edit payments |
Full or Casual user + Service Central auth level 2 + SERVCEN license |
| Generate reports |
Full or Casual user + Service Central auth level 2 + SERVCEN license |