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.

Finances Admin Rights

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

A Contact with Finances Admin Rights will have full access to issue Invoices and record Income and Deposits, as well as view all Transactions, Budget and Financial Reports.

Note: Although able to see who has made payments etc, the Admin will not be able to see the details of any Contacts.

Did this answer your question?