System Administrator

View / Edit / Remove

View

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

 

Edit

Editing Profile Information

  1. Starting from a Department / Location account, go to: People >> Administrators >> Manage Administrators
  2. Hover over the options icon beside the administrator
  3. Click on “Edit”
  4. Make the desired changes, remembering to click the [Save] button in each place where changes are made

Changing Security Group

  1. Go to: People >> Administrators >> Enterprise Administrators
  2. Hover over the options icon beside the administrator
  3. Click on “Change Security Group”
  4. Make your new selection and click the [Change Security Group] button

Administrator Role (Security Levels)

  1. Starting from a 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

Removing 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.

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