Enterprise administrators can be given one of the following levels of access:
Full Administrator Access
Add New Enterprise Administrator
Promote Current Organization Administrator
Promote Current Organization Administrator
Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators
At the bottom of the page select [Promote Account Administrator]
Search for the person you would like to make an Enterprise Administrator
If more than one name appears in the list, select the appropriate person
In the Role drop-down list, leave it set to “Full Administrator” if you want them to have full system access. You may also have the option of restricting the administrator to certain organizations or functionality by selecting:
“Security Group” (then the desired Security Group)
“Configuration Admin” (the selecting the desired role) *PLUS accounts only
Click the [Add Selected Admin] button
Create New Administrator
Create New Administrator
IMPORTANT: An Enterprise Administrator profile that is created at the Enterprise level, rather than promoted, only exists within the Enterprise. If an administrator will need access to both levels, please create this profile in the Organization sub-account first, and then use the promotion steps above to add them to the Enterprise.
Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators
At the bottom of the page select [Create Enterprise Administrator]
Complete all of the required fields (indicated by the flag)
In the Role drop-down list, leave it set to “Full Administrator” if you want them to have full system access. You may also have the option of restricting the administrator to certain organizations or functionality by selecting:
“Security Group” (then the desired Security Group)
“Configuration Admin” (the selecting the desired role) *PLUS accounts only
Click the [Create Enterprise Administrator] button
Edit an Enterprise Administrator’s Access
Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators
Mouse of the Options icon beside the administrator
Click on “Update Administrator Role”
Select the desired Role from the dropdown list
If Full was not selected, choose from the additional list of groups or roles
Click the [Update Administrator Role] button
View Enterprise Administrators
Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators
Mouse over the Options icon beside the administrator
Click on “View
Remove/Delete an Enterprise Administrator
Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators
Mouse over the Options icon beside the administrator
Click on “Remove Administrator”
Click on the [Remove Administrator] button to confirm
Note: This will remove the Enterprise access for the administrator but not the access this person may have at the account level. If desired, you must also remove them from within those accounts.
Enterprise Configuration Administrator Roles
Note: This type of administrator role is available on PLUS Enterprise accounts only.
About this feature: An Enterprise Configuration Administrator can be restricted to certain menu options at the enterprise level. This will give you the ability to create enterprise administrators that only have access to specific configuration functionality and menu items at the enterprise level.
IMPORTANT: In order to use this feature, it must be enabled for you by us.
Options Available
When creating or editing an Enterprise Configuration Admin Role, the following capabilities (options) are available:
Basic Configuration:
Custom Fields, Qualifications, Classifications, Feedback Fields, Client Reporting Fields*, General Interest Templates, Links for Website, View eLearning Modules, Manage eLearning Modules, Document Library, Regions, Manage Organizations, Manage API keys, Badges
Enterprise Configuration:
Contact Information, Time Zone, Banner and Branding, Mission Statement, General Settings, Social Media
Communication Configuration:
Manage Current Message to Volunteers, Manage Current Message to Clients*, Manage Current Message to Donors*, Manage Current Message to Organizations Administrators, Manage Current Message to Administrators, Email Templates, Manage Birthday Message
Activity Configuration:
Activity Templates, Activity Report Groups, Manage Shift Templates
Other Configuration:
Upload, Edit, or Delete files in the rich text file manager
Insert images or links to files into the body of an email
Insert videos, images, or links to files into rich text areas other than email
Find a Buddy
Update Buddy Profile
* Some options listed above require Client Module or Donor Module
Add New Enterprise Configuration Role
Go to People, then click on “Enterprise Configuration Admin Roles” found in the sidebar under Administrators
Click the [+] button in the “Enterprise Configuration Admin Role” header (or click the [+ New Enterprise Configuration Admin Role] button).
Enter a role name (required, maximum 200 characters)
Optional: Enter a description (visible only to full administrators
Select the Module(s) to which the role will have access.
Select the Capabilities to which the role will have access. Click on the [?] for more information on each of the options available.
Click the [Save] button