What are the different "Permissions" levels for Users?
Tim
Last Update 2 éve
OWNER - this is the person who first created the Hands On Atlanta account for your organization (or company or school, etc.). This person can create and edit any Opportunity, and view all data in the account. Most importantly, this person controls billing and can remove other Users from the account. The Owner can transfer ownership to another User on the account in the Settings menu.
- RECEIVES EMAILS FOR: Billing notifications, chapter/partner requests, actions-needed notifications (review volunteers, volunteer affiliation requests, Opportunity expiration reminders), Opportunity registration notifications and attendance updates (if no Opportunity Manager).
ADMIN - can create and edit any Opportunity, and view all data in the account. They can add new Users to the account. They can only remove Users with lower permissions levels (Write, Read, Opportunity Manager).
- RECEIVES EMAILS FOR: Actions-needed notifications (review volunteers, volunteer affiliation requests, Opportunity expiration reminders), Opportunity registration notifications and attendance updates (if no Opportunity Manager).
WRITE - can create and “submit” Opportunities but cannot edit Opportunities created by others. Can view all data in the account.
- RECEIVES EMAILS FOR: Actions-needed notifications (review volunteers & Opportunity expiration reminders), Opportunity registration notifications and attendance updates (if no Opportunity Manager).
READ - can draft but not “submit” Opportunities. Can view all data in the account.
- BEST FOR: new staff members or interns who are just learning the platform.
OPPORTUNITY MANAGER - assigned to manage specific Opportunities that are created by other Users. They will receive all notification emails related to those Opportunities and will be able to view and edit those Opportunities in the Dashboard. Otherwise, they will not have access to any other features in the Dashboard.
- BEST FOR: assigning an Opportunity to someone who does not usually manage events and Opportunities for you (like an outside chaperone). Click here for more.
- RECEIVES EMAILS FOR: Opportunity registration notifications and attendance updates.