System Administrator

View / Edit / Security Level

View

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

TIP: While viewing a profile, you can click on the [Edit] button to toggle to “edit mode”.

Edit

  1. Go to: People >> 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

Administrator Role (Security Levels)

  1. Go to: People >> 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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