Administrator responsibilities

Training course

iMIS includes three types of Group Administrators roles:

  • Company Administrator — Manage other contacts linked to their organization's record. They can add, edit, and remove other contacts as well as register them for events or pay membership fees on their behalf.
  • Committee Administrator — Add contacts to or remove contacts from a committee roster.
  • Chapter Administrator — Manage contacts in a chapter. Chapter Administrators can edit other contacts as well as register other contacts for events or pay membership fees on their behalf.

These roles can be assigned to your members, donors, or other constituents to perform certain actions online.

Company Administrators can perform actions on records linked to the company for which they are the administrator. Chapter Administrators can perform actions on records within a given chapter. Both the Company and Chapter Administrators can be the administrators of more than one company or chapter.

The Chapter Administrator role requires a Group Admin PLUS license. For more information on these roles, see Managing iMIS security settings.

Note: If you do not see the Company Administrator role as an available option to assign to a contact, make sure the _ORG-ADMIN relationship type is defined at Settings > Contacts > Relationship types. If you need to add the relationship type, define the Relationship type as _ORG-ADMIN, Description as Company Administrator, and enable Use Description.

Note: System administrators have access to everything in iMIS, such as assigning logon credentials and user types (Public, Casual, Full), adding roles and groups, assigning access for staff users, assigning the System Administrator role to other users, and disabling user accounts.

Tip! Fee-based chapters require payment to become a member, meaning contacts only become members through a join- or renewal-billing process. Non-fee based chapters are free and members can be manually added to the chapter at any time.

Table 1: Administrators Overview
  Company Administrator Committee Administrator Chapter Administrator
(fee-based)

 

Chapter Administrator
(non-fee based)

License required? No No Yes
(Requires Group Admin PLUS license)
Yes
(Requires Group Admin PLUS license)
Can add contacts to the group? Yes
Company Administrators can add new contacts to the organization; however, duplicate checking is not performed and the administrator cannot search to determine if the contact already has an account. This is to ensure company administrators do not have access to contacts they should not have access to.
Yes No Yes
Chapter Administrators can add new contacts to the organization.
Can edit contacts in the group? Yes No Yes Yes
Can edit the group? Yes
Company Administrators can edit the organization.
No No Yes
Can add new roles? Yes Yes Yes
The Chapter Administrator can add the Chapter Administrator role only.
Yes
The Chapter Administrator can add the Chapter Administrator role only.
Can edit roles? Yes
Company Administrators can edit two roles only: Member and Company Administrator.
Yes
Committee Administrators can edit multiple roles (committee positions).
No Yes
Can delete roles? Yes No Yes
The Chapter Administrator can delete the Chapter Administrator role only.
Yes
Can assign the role to other members? Yes
Company Administrators can assign the Company Administrator role to other members within their company participant list.
Yes Yes Yes
Can edit relationships on members' profile pages?

No

Administrators cannot edit Relationships on a member's personal profile page. Editing a relationship must be done by a Staff user or System Administrator.

Can select other queries or email? No
Only staff users can edit the queries.
No
Only staff users can edit the queries.
No
Only staff users can edit the queries.
No
Only staff users can edit the queries.
Can pay invoices and membership renewals for members? Yes
Company Administrators can pay invoices and membership renewals for members. They can also join as a member On Behalf Of contacts in the company, and the invoice can be billed to the company.
No Yes
Chapter Administrators can pay invoices and membership renewals for members. The invoice cannot be billed to the chapter.
Yes
Chapter Administrators can pay invoices and membership renewals for members. The invoice cannot be billed to the chapter.
Can register members for events and bill registrations to the organization?

Yes

Company Administrators can only register members for events that are in their primary organization.

Company Administrators cannot see members from any other company for which they are also a Company Administrator.

No No No
Can make donations on behalf of contacts? No No No No