Can I restrict administrative access to parts of my website?

Modified on Thu, 11 Apr 2024 at 03:12 PM



The PTA Events/Clubs Hub/Charity Hub websites are role-based which allows administrators to assign roles to individual registered users in order to enable them to have full administrative or read only access to certain parts of the system. Read on for an overview of roles:


Administrator


Administrators have access to add and edit all functionality on their PTA Events/Clubs Hub/Charity Hub website. They also have the ability to set roles for other registered users which can be done by going to "Admin" > "Reports" > "Customers" and using the search form to find a customer. (Default view is all customers registered today):



Click the Customer ID in the search results to view the customer account and then the "Roles" tab:



Check the required roles for the user and then click the "Update" button.


Finance 


The Finance role has access to view the order, treasurer and sales reports. They cannot access the customer account view. 

  

Media Secretary 


This is a new role and allows you to devolve responsibility for maintaining events, sponsorship, partners, files, news and pages to other registered users without giving them access to customer and financial information and reports. 

  

PTA Committee 


There is no functionality hooked up to this role except to allow you to upload files which can then be shared with other users that have this role. 

  

School Admin 


The School Admin role can see sales, bookings, disco, volunteers and product questions reports and can complete complimentary orders to support disadvantaged children. 

  

Second Hand Uniform 


The Second Hand Uniform role has access to upload a CSV file of your second hand uniform on your second hand uniform page. 

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