To create a Admin, e.g. a committee member, select Organisation > Admin and Roles

If the Contact is already in the Admin list, you can adjust their Admin Rights by selecting Edit Admin Rights and clicking on the appropriate check box item to unlock it - or, give them the permissions for that level.

If the Contact isn't yet a Admin, you can add them and give the appropriate Admin Rights.

Contacts Admin Rights

If a Contact has Contacts Admin Rights, when logged in they will be able to see their Dashboard, Contacts and their own Tasks.

They will have Admin Rights to view, add and edit Contacts, as well as view, add and edit Groups.

A Admin with Contacts User Rights can update & edit a Contact's details, Groups, Family Links and add Notes. Although able to see Membership Level Groups (if used), they will be unable to see any Membership information belonging to a Contact.

Note: Unless the Admin also has Communicate Admin Rights, they will be unable to Send Email via TidyHQ.

Did this answer your question?