System Administrator

View / Edit / Remove

View an Enterprise Administrator

  1. Go to: People >> Administrators >> Enterprise Administrators
  2. Hover over the options icon beside the administrator
  3. Click on “View”

Edit an Enterprise Administrator's Access

Changing Security Group

  1. Starting from the enterprise level, go to: People >> Administrators >> Enterprise Administrators
  2. Hover over the options icon beside the administrator
  3. Click on “Update Administrator Role”
  4. Select “Security Group” from the droplist
  5. Pick the desired Security Group
  6. Make your new selection and click the [Update Administrator Role] button

To edit an administrator’s profile, you’ll need to run a search (People >> Search) or log on to an organization and go to People >> Administrators >> Manage Administrators and select “Edit” beside the desired administrator’s name.

Remove an Enterprise Administrator

  1. Go to: People >> Administrators >> Enterprise Administrators
  2. Hover over the options icon beside the administrator
  3. Click on “Remove Administrator”
  4. Click the check box in the confirmation window that opens and click the [Remove Administrator] button.

NOTE

This will remove the Enterprise access for this administrator but not the access this person has to individual department / location accounts. To alter administrative access to department / location accounts, you must do so from within that account.

Organization Administrator Roles (Security Levels)

  1. Starting from an organization (i.e. Department / Location) account, go to: People >> Administrators >> Manage Administrators
  2. Hover over the options icon beside the administrator
  3. Click on “Update Administrator Role”
  4. Select the type of administrator. Your options are:
    Full: access to all menu items
    Limited: access to only specific menu items, as configured in the associated Limited Access Administrative Role
    Module: Most clients are set up with an administrator module and a volunteer module. If your organization also subscribes to the client module or member module, these will be options as well. Administrators of a module have the ability to use all functions available within that module.
    No system access: Used for Better Impact billing contacts, contacts for volunteers who don’t need access to the software
  5. Click the [Save] button

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