You can create, edit and customise roles and permissions in settings. There are four default roles all accounts will have as a basis:
- Super admin - This can only be given to national users and allows the user to manage the whole system settings like billing, email senders etc. They will also be able to manage all campaigns.
- Admin - This can be given to users in any organisation they will be able to manage all campaigns in their organisation.
- Co-ordinator - Can set up and manage campaigns in their organisation.
- Volunteer - Can take part in calling and SMS campaigns.
How to create new roles with custom permissions
As well as the default options, you can create new roles with access to any combination of Movement tools and admin.
Step 1: Manage roles
Go to your settings page and select Manage roles.
Step 2: Create your role
In Manage roles, you can see all the available roles for your organisation. Select Add a role, you'll then be prompted to name the role you wish to create:
Step 3: Customise permissions
Your new role will appear in your list of roles. Select the newly created role to customise permissions. You can add a description of the role and select any permissions across ten categories by checking the box next to the permission you'd like to add, as below for Manage donations as an example:
Once you are happy with the selected permissions, select save
Tip: You can edit the permissions of any user role via the same process.
How roles work with sub-organisations
It's important to know that admin and co-ordinator roles give users admin permissions within their organisation and the organisations. So a national co-ordinator or admin will have admin permissions across the platform. Regional co-ordinators or admins will have admin permissions for campaigns within their region but won't have admin access to national campaigns.