Note: The Membership app needs to have been installed to access these features.
Memberships Admin Permissions
If a Contact has Memberships Admin permissions, when logged in they will be able to see their Dashboard, Memberships and their own Tasks.
A Contact with Memberships Admin permissions will be able to:
edit and create Membership Levels,
add existing Contacts to Membership 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.
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 permissions by selecting Edit Permissions 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 Permissions.
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