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

If the Contact is already in the Users list, you can adjust their User Rights by selecting Edit User 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 User, you can add them and give the appropriate User Rights.

Memberships User Rights

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

A User with Memberships User Rights will be able to:

  • edit and create Membership Levels,
  • add existing Contacts to Member Levels and create new Contacts (only to record to Memberships)
  • Cancel memberships of Contacts
  • View Membership Reports - including adding results of reports to Groups and downloading CSV and PDF reports.
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