Defining Online Roles
If you have multiple sites, you might define a separate internet role for every site.
However, you can also create new internet roles, to restrict the users that can view particular events, bundles, events, fundraising programs or miscellaneous items.
To define an additional internet role:
1.Create a new role for your online customers.
You can do this using the Application Security - Roles pages.
2.Associate this new role with the appropriate users.
You can do this using the assign users section of the Application Security - Roles|Basic page.
3.Configure Internet roles, enabling online users to view events, events and bundles.
Configuring Internet Roles
For customers to view events, bundles and fundraising programs online, you must associate their role with the corresponding event, bundle or fundraising program. By default, all customers created online are assigned to the Internet role.
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Caution Any events, bundles or fundraising programs associated with the Internet role are visible to anyone who accesses online. If you want to restrict the online users that can view certain events, you can do this by associating them with an alternate online role. |
To configure internet roles complete the following:
1.Enable online users to view available bundles.
You can do this using the Product Configuration - Bundles|Calendar page, for the bundle you are making visible to online users.
For more information, refer to Configuring Bundles.
2.Enable online users to view select events.
You can do this using the Event Configuration - Events|Calendar page, for the events you are making visible to online users.
For more information, refer to Creating an Event.
3.Enable online users to view fundraising programs.
You can do this using the program calendar section of the Funds Management - Programs|Details page, for the fundraising programs you are making visible to online users.
4.Enable online users to view miscellaneous item.
You can do this using the program calendar section of the Product Configuration - Miscellaneous Items|Calendar page, for the miscellaneous items you are making visible to online users.
Anyone who accesses your online can now view these bundles, events, fundraising programs, and miscellaneous items. However, they cannot purchase these items until they log in.
The following sections describe some optional configurations:
