Account permissions Iain Ure

Intro The new permissions functionality Groups Users Assign content Data view Questions

Permissions Old system By module Subaccount admin Define access to the system Module, menu item, campaign status, create and send Campaigns / donation pages Data records By groups, not individual users

Setup process Define groups Create groups Create and assign users Assign campaigns

Groups Fundraising team Campaigning teams Reports only process edit templates, create , send Agencies and freelancers  Only templates, specific test campaigns. Cannot create campaigns New starters National / local groups e.g Australian Greens state offices

Demo

Create users New user creation interface User types Admin = access to all permissions Super admin = access to all permissions plus admin section User = access to permissions via a group

Demo

Assign campaigns and donation pages By default, each group can only access campaigns, donation pages, s ("content") assigned to one of their users User A is in Group X User B is in Group X Content assigned to User A is available to User B Assigned upon creation On setup, assign them manually

Assign campaigns and donation pages Share content between groups Fundraising team A Fundraising team B Fundraising team A can edit all content assigned to Fundraising team B Fundraising team B cannot edit all content assigned to Fundraising team A

Demo

Data view Choose a single supporter record column Impacts: Manage supporters Export from dashboard Broadcast send Let us know if you wish us to enable this

Task Create a group for freelancers / agencies Create a user Assign content to that user Advanced Assign a test supporter record to that group

Questions