👀 Better Impact refers to different profile types as Modules, but what exactly does that mean and when does it matter?
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👉 Profiles: Everyone who uses Better Impact software will have a profile in our system. When a profile is created our software needs to understand what ‘type' of profile is being recorded and we call these profile ‘types’ a module.
Profiles can have one or more of these modules or types applied to them:
Administrator
Volunteer
Client
Member
Donor
A single profile can be used across multiple agencies and be associated with different modules in each agency, depending on the relationship that person has with that organization.
👉 Modules in settings: When the software asks you to identify the module for a setting, you should simply choose the module or profile type that this item is managing or tracking.
Example 1: Custom Fields
A Custom Field is being set up to track program rewards for volunteers. Volunteers should not see these fields as they are for admins only to monitor and update. This will be set with:
Volunteer Module only – ensuring it is available on volunteer profiles
Permissions: Private – ensuring only administrators can see and edit the field
Example 2: Limited Admin Role
A Limited Admin Role is being created for a volunteer coordinator to restrict the amount of configuration for that role while allowing access to the volunteer management tools. This will be set with:
Volunteer Module only – this will allow the role to manage volunteers (and not other admins)
Permissions will be designed with the role in mind
🤩 TIP: An admin profile having both the administrator and one of the user modules allows switching back and forth to the user view easily from the profile menu!
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📖 More on Modules: This article goes in depth into modules and how they work!
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📖 These help articles provide written instructions for the steps above:
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