1. Account permissions Iain Ure

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

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

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

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

6. Demo

7. 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

8. Demo

9. Assign campaigns and donation pages By default, each group can only access campaigns, donation pages, emails ("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

10. 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

11. Demo

12. 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

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

14. Questions