Casual access in iMIS Desktop and staff views
These are the areas across iMIS available for use by Casual users. See the authorization levels topic for each iMIS Desktop area for complete details. The greatest possible access a Casual user can hold is authorization level 2 for all modules (except AR/Cash) and level 4 for Customer.
Note: Assume authorization level [1] except where noted.
|
Casual Web |
Casual Desktop |
|---|---|
| Contacts and Committees
Find contact or committee Name maintenance [3] Address maintenance [3] Call Log activity creation [3] View activities User-defined maintenance User Logon / Password maintenance [4] View Change Log |
Customers (see Authorization levels: Customers) Find and view contact records Create and edit contact records [3] Delete contact records [4, if enabled] Manage committees Manage chapter rosters View activity tasks Find and print duplicates [4] Run reports, including Word merge [2] Import activities (requires [4] |
| Events
View events for any contact Register any contact with the same Company ID |
Events (see Authorization levels: Events) Find and view registrations Run reports [2] Exhibition (see Authorization levels: Exhibition) View event records Calculate years exhibited Run reports [2] |
| Orders
View orders for any contact |
Orders (see Authorization levels: Orders) Find and view orders Set up warehouses Run reports [2] |
| Fundraising
View donation history for any contact Enter gifts through Rapid Gift Entry |
Fundraising (see Authorization levels: Fundraising) Find and view gifts Find and view payments Find and view adjustments Find and view requests Run reports [2] Run executive reports [2] |
| Billing
View or pay billing for self |
Billing (see Authorization levels: Billing) Find and view payments Process accrual dues Run reports [2] |
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AR/Cash (see Authorization levels: AR/Cash) none Certification (see Authorization levels: Certification) Run reports [2] Service Central (see Authorization levels: Service Central) View customer requests View payments [2] View billing records View orders View fundraising records View event records Exposition (see Authorization levels: Exposition) View exposition records Run reports [2] Subscriptions (see Authorization levels: Subscriptions) All content Referrals (see Authorization levels: Referrals) View referrals Run reports [2] Leg. Tracking (see Authorization levels: Leg. Tracking) All content Issues (see Authorization levels: Issues) View and enter issues Run reports [2] Xtender (see Authorization levels: Xtender) All content |