The PTA Events 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 website. They also have the ability to set roles for other registered users which can be done by going to "Reports" > "Customers" and using the search form to find a customer. The search form can be selected from the manage menu:
The default view is all customers registered most recently.
Click the manage menu for the required customer and the select "View Roles":
Check the required roles for the user and then click the "Update" button:
Committee Member
There is no functionality connected to this role except to all you to upload files which can then be shared with other users that have this role.
Data Protection Officer
A Data Protection Office (DPO) is an enterprise security leadership role required by the General Data Protection Regulation (GDPR). DPO's are responsible for overseeing data protection strategy and implementation to ensure compliance with GDPR compliance. There is no functionality connected to this role except to all you to upload files which can then be shared with other users that have this role.
Finance/Treasurer
The Finance role has access to view the order, treasurer and sales reports. They cannot access the customer account view. This is someone who manages the day to day finances of the organisation.
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.
School Admin
This is a member of the School Admin team who can have limited access to view event sales reports and add 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.
Secretary
The Secretary's role is minute taking at meetings, producing and distributing all PTA paperwork, maintaining noticeboards, advertising events where appropriate, and general administration tasks. This role has the ability to:
- View & Manage Businesses
- View & Manage Committee Members
- Email Committee Members
- View Events & Product Groups
- Add Events From Template
- Add Short URL
- View & Manage Products
- View & Manage Categories
- View & Manage Product Questions
- Add Product Time Slots
- Move Products
- View & Manage Auction Lots
- Email Winning Bidders
- View & Manage Tasks & Tasks Groups
- Add Bulk Tasks
- View Sales Checker Report
- View & Manage Prize Draw Prizes
- View QR Code
- View Sales Report
- Bulk Product Update
- Email Event Attendees
- Set Event As Home Page
- View & Manage FAQs
- View & Manage Files
- View & Manage News
- View & Manage Pages
- View & Manage Partners
- View & Manage Sponsors
- View & Manage Polls
- View & Manage Site Settings
- View some Reports
- Bookings Report
- Email Bookings
- Child Only Report
- Product Question Answers
- Volunteers
- Email Volunteers
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