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.

Memberships Admin Rights

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

A User with Memberships Admin 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)
  • Create new Contacts (only to record to Membership Levels)
  • Cancel memberships of Contacts
  • View Membership Reports - including adding results of reports to Groups and downloading CSV and PDF reports.
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