Roles determine user access, and are most often used to reflect an organization’s sales channels. Access to the following items can be restricted by role:
•Venues
•Events and Bundles
•Service Charges and Miscellaneous Items
•Payment and Delivery Methods
•Hold Types
•Fundraising Programs
When users log in their role determines which items they can access. Their group determine what they can do with the item. Users might have multiple roles, but they can only use one role at a time. Roles can be changed at anytime using the Options menu.
When you configure the role, you can:
•Assign default settings for payment and delivery methods, price type, fund and invoice templates.
•Restrict access to venues.
•Assign users.
If these have not been created, you can assign them at any time.
|
Information No more than 1,000 users can be assigned to a particular role. |
|
Hint To help plan out your roles before you create them, download and use the roles worksheet. |
The following sections describe how to work with roles:
•Setting Preferences for the Role
•Setting the Default Customer User Role
