Module authorization levels

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

To access the Module authorization levels, go to Community > Security > Users:

  1. Search for the contact and click the name link.
  2. Click on the arrow to expand the Staff access panel.
  3. Choose the Module authorization levels and Save.

  • Specific Types – Controls the customer types that the user can edit in Customers. The types listed in this field can be edited by the selected user. For example, if you only want the user to be able to edit records with customer type CM, add CM to the Specific Types field. The user will have read-only access to all other records. Separate multiple customer types with spaces or commas.
  • Access Keywords – Restricts the user from viewing secured windows, tabs, reports, or windows. Separate multiple access keywords with spaces or commas.

Full and Casual 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 Level assignment drop-down.

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

Note: See Contact account pages (Party.aspx) for more specific information about security when viewing contact and organization pages.

Navigation Item Security Set Level Assignment License Required

Dashboard

All Staff Full Control

 

 
Engagement      
  • Overall
 All Staff Full Control    
  • Organizations
 All Staff Full Control    

Find contacts

All Staff Full Control

 

 

Add contact

All Staff Full Control

 

 
Manage duplicates All Staff Full Control Customers - 8

Note: There are two different versions of Contact Merge. Standard is available out-of-the-box, and Plus requires additional licensing. See Managing duplicate contacts for more information.

Committees

All Staff Full Control

 

Yes

Communities

All Staff Full Control

 

Yes
Volunteers:
  • Dashboard
 All Staff Full Control    
  • Find volunteers
 All Staff Full Control    
Security:
  • Users
 Administrators Full Control    
  • Roles
 Administrators Full Control    

Note: See Contact account pages (Party.aspx) for more specific information about security when viewing contact and organization pages.

Navigation Item Security Set Level Assignment License Required

Dashboard

All Staff Full Control

Customers: 2 - Reports

 

Chapters

All Staff Full Control

 

 
Manage expired members All Staff Full Control Dues: 8 - System Setup  
Automatic payments:
  • Dashboard
 All Staff Full Control   Yes
  • Process payments

All Staff Full Control

Dues: 4 - Full Entry/Edit

Yes
  • Review payments
 All Staff Full Control Dues: 4 - Full Entry/Edit Yes
  • Enrollments
 All Staff Full Control Customers: 4 - Full Entry/Edit Yes
Billing cycles All Staff Full Control Dues: 5 - Table Maintenance  
Billing products All Staff Full Control Dues: 5 - Table Maintenance  
Navigation Item Security Set Level Assignment License Required

Dashboard

All Staff Full Control

Fundraising: 2 - Reports

Yes

Find gift items

All Staff Full Control

 

Yes
Add gift item

All Staff Full Control

 Fundraising: 4 - Full Entry/Edit

Yes
Find gifts All Staff Full Control Fundraising: 2 - Reports Yes

Enter gifts

All Staff Full Control

Fundraising: 3 – Limited Entry/Edit

Yes

Moves management:

  • Dashboard
 All Staff Full Control  

Yes
  • My major donors
 All Staff Full Control   Yes
Tribute notification:
  • Issue notifications
 All Staff Full Control   Yes
  • Find issued notifications
 All Staff Full Control   Yes
Gift Aid:
  • Reclaim taxes

All Staff Full Control

 

Yes
  • Generate HMRC report

All Staff Full Control

 

Yes
Friendraising:
  • Import activities

All Staff Full Control

 

Yes
  • Map events and gifts

All Staff Full Control

 

Yes
  • Settings

All Staff Full Control

 

Yes
Recurring payments:
  • Generate expected payments

All Staff Full Control

Fundraising: 4 – Full Entry/Edit

Yes
  • Import payments

All Staff Full Control

Fundraising: 4 – Full Entry/Edit

Yes

Import donations

All Staff Full Control

Fundraising: 4 – Full Entry/Edit

Yes
Automatic payments:
  • Dashboard
 All Staff Full Control   Yes
  • Process payments

All Staff Full Control

Fundraising: 4 – Full Entry/Edit

Yes
  • Review payments

All Staff Full Control

Fundraising: 4 – Full Entry/Edit

Yes
  • Enrollments

All Staff Full Control

Fundraising: 4 – Full Entry/Edit

Yes
Configure premiums All Staff Full Control Fundraising: 4 – Full Entry/Edit Yes
Navigation Item Security Set Level Assignment

Dashboard

All Staff Full Control

Events: 2 - Reports

Find events

All Staff Full Control

 

Add event

All Staff Full Control

Events: 5 – Table Maintenance

Calendar

All Staff Full Control

 
Issue event confirmations

All Staff Full Control

  
Manage templates All Staff Full Control Events: 5 – Table Maintenance
Navigation Item Security Set Level Assignment

Dashboard

All Staff Full Control

Orders: 2 - Reports

Find products

All Staff Full Control

 

Add product

All Staff Full Control

Orders: 4 – Full Entry/Edit
Find orders All Staff Full Control Orders: 2 - Reports

Promotions

All Staff Full Control

Orders: 5 – Table Maintenance
Navigation Item Security Set Level Assignment License Required
Advanced email

All Staff Full Control

   Yes

Communication templates

All Staff Full Control

 

 
Communication logs All Staff Full Control    
Campaigns:
  • Track campaigns

Campaign Users Full Control

 

Yes
  • Define campaigns

Campaign Users Full Control

 

Yes
  • Define inserts

Campaign Users Full Control

 

Yes
  • Record responses

Campaign Users Full Control

 

Yes
  • View output

Campaign Users Full Control

 

Yes
  • Import source codes
 Everyone Full Control    
  • Settings

Campaign Admins Full Control

 

Yes
Segmentation:
  • Define segments

Segmentation Users Full Control

 

Yes
  • Settings

Segmentation Admins Full Control

 

Yes
RFM:
  • Run analytics

RFM Users Full Control

 

Yes
  • Settings

RFM Admins Full Control

 

Yes
Process manager:
  • Projects

Opportunity Users Full Control

 

Yes
  • Tasks

Opportunity Users Full Control

 

Yes
  • Settings

Opportunity Admins Full Control

 

Yes
Navigation Item Security Set Level Assignment License Required
Enrollments:
  • By program

All Staff Full Control

Certification: 3 - Limited Entry/Edit

Yes
  • By enrollee

All Staff Full Control

Certification: 3 - Limited Entry/Edit

Yes
  • Inactive enrollments

All Staff Full Control

Certification: 4 - Full Entry/Edit

Yes
Pending approvals:
  • Requirement completions

All Staff Full Control

Certification: 3 - Limited Entry/Edit

Yes
  • Program completions

All Staff Full Control

Certification: 3 - Limited Entry/Edit

Yes
Define programs:
  • Certification programs

All Staff Full Control

 

Yes
  • Program components

All Staff Full Control

Certification: 4 - Full Entry/Edit

Yes
  • Program groups

All Staff Full Control

Certification: 4 - Full Entry/Edit

Yes
  • Experience programs

All Staff Full Control

Certification: 4 - Full Entry/Edit

Yes
  • Unit types

All Staff Full Control

Certification: 5 - Table Maintenance

Yes

Providers

All Staff Full Control

Certification: 3 - Limited Entry/Edit

Yes
Navigation Item Security Set Level Assignment

Invoices

All Staff Full Control

Finance: 2 - Reports

View batches

All Staff Full Control

Finance: 2 - Reports

Advanced Accounting Console

All Staff Full Control
Navigation Item Security Set Level Assignment License Required

Guided Performance Scorecard

Full Staff Full Control

 

 

All reports

Administrators Full Control

 

 

Contact reports

Reporting Users Full Control

Customers: 2 - Reports

 
Membership reports Reporting Users Full Control Customers: 2 - Reports  

Fundraising reports

Reporting Users Full Control

Fundraising: 2 - Reports

Yes

Event reports

Reporting Users Full Control

Events: 2 - Reports

 

Commerce reports

Reporting Users Full Control

Orders: 2 - Reports

 

Accounting reports

Reporting Users Full Control

Customers: 2 - Reports

Yes

Content reports

Administrators Full Control

 

 

Note: If you are not a SysAdmin, you must be at least a Casual or Full user who belongs to at least one content authority group to have access to certain areas of RiSE. Public users who are members of a content authority group cannot access RiSE, but they can interact with content records by using Easy Edit. See Administering security for more information about Casual, Full, and Public user access.

Navigation Item Security Set License Required
Site Builder:
  • Manage sitemaps

Administrators Full Control
OR
Full/Casual user who also belongs to at least one content authority group

 
  • Manage websites

Administrators Full Control

 
  • Manage shortcuts

Administrators Full Control
OR
Full/Casual user who also belongs to at least one content authority group

 
Page Builder:
  • Manage content


Administrators Full Control
OR
Full/Casual user who also belongs to at least one content authority group

 
  • Manage layouts

 
  • Manage images

 
  • Manage files
  
  • Task list

 
Theme Builder:
  • Website templates
 Administrators Full Control
OR
Full/Casual user who also belongs to at least one content authority group		 Yes
  • Website layouts
 Yes
  • Task list
 Yes
Tagging:
  • Tags

Administrators Full Control
OR
Full/Casual user who also belongs to at least one content authority group

 
  • Tagged list formats

 
Maintenance:
  • Publishing servers

Administrators Full Control

 
  • User defined fields

Administrators Full Control

 
  • Content types

Administrators Full Control

 
  • Content authority groups

Administrators Full Control

 
  • Deploy Content Items
 Administrators Full Control  

Intelligent Query Architect

Administrators Full Control

 

Business Object Designer

Administrators Full Control

 
Panel Designer Administrators Full Control  

Process automation

Administrators Full Control

Note: There are two different versions of Process Automation. Standard is available out-of-the-box, and Plus requires additional licensing. See Using scheduled tasks and Displaying automated alerts for more information.
Scoring Administrators Full Control

Note: There are two different versions of Scoring. Standard is available out-of-the-box, and Plus requires additional licensing. See Scoring for more information.

Document system

Administrators Full Control

 
Workflow:
  • Workflow viewer

Administrators Full Control

 
  • Workflow items

Administrators Full Control

 
  • Monitor processes

Administrators Full Control

 

Task viewer

Administrators Full Control

 
Navigation Item Security Set Level Assignment License Required

About iMIS

Administrators Full Control

 

 

Organization

Administrators Full Control

 

 
Contacts:
  • General

Administrators Full Control

 

 
  • Contact security

Administrators Full Control

 

 
  • Communication preferences

Administrators Full Control

 

 
  • Account management

Administrators Full Control

 

 
  • Authentication
 Administrators Full Control    
  • Social media

Administrators Full Control

 

 
  • Customer types
 Administrators Full Control Customers: 8 - System Setup  
  • Activity types
 Administrators Full Control Customers: 8 - System Setup  
  • Committee positions
 Administrators Full Control Customers: 5 - Table Maintenance  
  • Relationship types
 Administrators Full Control Customers: 5 - Table Maintenance  
  • System options
 Administrators Full Control Customers: 8 - System Setup  
Addresses:
  • Address formats

Administrators Full Control

 Customers: 5 - Table Maintenance  
  • States and provinces
 Administrators Full Control Customers: 5 - Table Maintenance  
  • Countries
 Administrators Full Control Customers: 5 - Table Maintenance  

Communities

Administrators Full Control

 

 
Membership Administrators Full Control Dues: 5 - Table Maintenance  
Fundraising Administrators Full Control Fundraising: 5 - Table Maintenance  
Events Administrators Full Control Events: 8 - System Setup  
Commerce:
  • General

Administrators Full Control

 

 
  • Order types

Administrators Full Control

 Orders: 5 - Table Maintenance  
  • Product categories

Administrators Full Control

 Orders: 5 - Table Maintenance  
  • Shipping

Administrators Full Control

 Orders: 5 - Table Maintenance  
  • Zones

Administrators Full Control

 Orders: 5 - Table Maintenance  
  • Set up warehouses

Administrators Full Control

 Orders: 5 - Table Maintenance  
  • System options

Administrators Full Control

 Orders: 8 - System Setup  
Finance:
  • General
 Administrators Full Control Finance: 8 - System Setup  
  • Financial entities
 Administrators Full Control Finance: 8 - System Setup  
  • Due to/due from
 Administrators Full Control Finance: 5 - Table Maintenance  
  • Tax categories
 Administrators Full Control Finance: 5 - Table Maintenance  
  • Tax codes
 Administrators Full Control Finance: 5 - Table Maintenance  
  • Cash accounts
 Administrators Full Control Finance: 5 - Table Maintenance  
  • Payment method sets

Administrators Full Control

Finance: 5 - Table Maintenance

 
  • Gateway accounts
 Administrators Full Control Finance: 8 - System Setup  
  • Terms
 Administrators Full Control Finance: 5 - Table Maintenance  
  • Aging
 Administrators Full Control Finance: 8 - System Setup  
  • Automatic payments

Administrators Full Control

   Yes
  • Automatic payment gateways

Administrators Full Control

Orders: 5 – Table Maintenance

Yes
  • AutoPay status
 Administrators Full Control   Yes
RiSE:
  • Quick setup

Administrators Full Control

 

 
  • Page builder configuration

Administrators Full Control

 

 
  • Search configuration

Administrators Full Control

 

 
  • Indexing
 Administrators Full Control    
  • Process automation
 Administrators Full Control    
  • Workflow configuration

Administrators Full Control

 

 

Language translation:

  • General

Administrators Full Control

 

Yes
  • Translation cultures

Administrators Full Control

 

Yes
Utilities:
  • User defined tables

Administrators Full Control

 

 
  • General lookup tables
 Administrators Full Control System: 5 - Table Maintenance  
  • Update iMIS

Administrators Full Control

 

 
  • Package installer

Administrators Full Control

 

 

Advanced email

Administrators Full Control

 

Yes