Module authorization levels

Quick Tutorial Full Training

Module authorization levels determine what functionality the user sees in the Staff site. The levels are assigned by iMIS area.

Understanding staff access

When the contact is a Full user, the Staff access settings appear that allow you to define module authorization levels for the staff user. A staff user with no authorization levels defined will have access to the following:

  • Community: Dashboard, Engagement, Find contacts, Add contacts, Data integrity, Committees, Communities, Volunteers, Groups, Import contacts

    Note: They also have full access to contact account pages, where they can update the account page but cannot perform on-behalf-of tasks unless they have the On Behalf Of role.

  • Membership: Chapters
  • Fundraising: Find gift items, Moves management my major donors
  • Events: Find events, Find registrations, Calendar, Issue event confirmations
  • Commerce: Find products
  • Advertising: Dashboard, Media orders, Settings
  • Marketing: Dashboard, Advanced email, Communication templates, Communication logs

Understanding the levels

Authorization levels let you precisely control the iMIS Staff site privileges of individual users. Each option contains access levels of 0 - 8. All authorization level privileges are additive. For example, authorization level 3 automatically gets all of the privileges available at levels 0, 1, and 2.

Table 1: Level privilege type
Level Common privilege type
0 No access
1 View information
2 Run reports
3 Create and edit records
4 Delete records
5 Maintain tables
6 Change reports
8 Configure features - SysAdmin

Assigning module authorization

To access the Module authorization levels, do the following:

  1. Navigate to the contact's account page and click the Security tab.
  2. Click on the arrow to expand the Staff access area.
  3. Choose the Module authorization levels and Save.

Note: Module authorization levels can also be accessed from Community > Security > Users.

Staff access area to show the module authorization levels

Understanding the areas

Each Staff access area grants a Full user permission to perform a function in the Staff site. Review the following information to understand what a user will have access to based on the area and level assigned to them.

Security Sets

Throughout iMIS, whenever you configure access settings, you see a drop-down list of available security settings that you can apply to individual folders and objects. These security sets offer you easier control and faster iMIS performance than defining custom ones.

Out-of-the-box navigation

Full users can access the Staff site based on their authorization levels. The out-of-the-box authorization levels can be updated and viewed from the Staff site sitemap. From RiSE > Site Builder > Manage sitemaps, select Staff site from the drop-down, then click the Access settings tab and expand the Staff module authorization levels drop-down.

Note: Some functionality in the Staff site will require you to have a license key. Contact ASI for more information.

The following drop-downs outline the required authorization level a staff user must have to access each navigation item.