Permissions


 

Assign Level Permissions

Instructions

  1. Navigate to Security > Permissions
    chrome_2017-11-27_10-04-02.png
  2. Click the checkboxes to assign permissions to items for other levels 
    chrome_2017-11-27_10-04-29.png
  3. Navigate to Accounts to start assigning user permissions
    chrome_2017-11-27_10-04-58.png
  4. Search and select a user
    chrome_2017-11-27_10-05-23.png
  5. Edit the user
    chrome_2017-11-27_10-05-51.png
  6. Scroll to User Type and User Access
    chrome_2017-11-27_10-06-34.png
  7. Select applicable settings
  8. Click Save User
    chrome_2017-11-27_10-06-58.png

Note: If you have multiple CivicRec accounts and need to give access to other users to toggle, create an account in one and give admin access. Once logged in, have them visit each of the public pages. They will show up on the back-end for an admin to make them an admin.




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