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 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