Can I restrict administrative access to parts of my website?

Desktop view:

Mobile view:

PTA Events websites use a role-based access system, allowing administrators to assign specific roles to registered users. These roles determine whether users have full administrative access, limited permissions, or read-only access to certain areas of the platform.

Below is an overview of each role and its permissions.

Administrator

Administrators have full access to all features and functionality on the PTA Events website. This includes the ability to create, edit, and manage content, as well as assign roles to other registered users.

Assigning Roles to Users

1. Go to Reports > Customers.

2. Use the search form (available from the Manage menu) to find the required customer. By default, the list displays the most recently registered customers.
   
   

3. Open the Manage menu for the selected customer and choose View Roles.

4. Select the appropriate role(s) and click Update.

Committee Member

The Committee Member role has limited functionality. Users with this role can upload files, which can then be shared with other users who also have the Committee Member role.

Data Protection Officer (DPO)

A Data Protection Officer is a senior role defined by the General Data Protection Regulation (GDPR). The DPO is responsible for overseeing data protection strategy and ensuring GDPR compliance.

On the PTA Events website, this role allows users to upload files that can be shared with other users who hold the DPO role. No additional system functionality is associated with this role.

Finance / Treasurer

The Finance (Treasurer) role provides access to:

• Order reports

• Treasurer reports

• Sales reports

Users with this role cannot access customer account details. This role is typically assigned to individuals responsible for managing the organisation’s day-to-day finances.

Media Secretary

The Media Secretary role allows responsibility for maintaining:

• Events

• Sponsorships and partners

• Files

• News

• Pages

This role enables content management without granting access to customer data or financial reports, making it ideal for delegating communications and marketing tasks securely.

School Admin

The School Admin role is intended for members of the school administration team. Users with this role have limited access to:

• View event sales reports

• Add complimentary orders to support disadvantaged children

Second Hand Uniform

Users with the Second Hand Uniform role can upload a CSV file of second-hand uniform items directly to the Second Hand Uniform page.

Secretary

The Secretary role supports general administrative responsibilities, including:

• Taking minutes at meetings

• Producing and distributing PTA paperwork

• Maintaining noticeboards

• Advertising events where appropriate

• Handling general administrative tasks