Add, edit, and delete different roles and administrators with access to your Website CMS using the User Administration dashboard.
Once logged in, scroll down and click to open the User Administration accordion, then select 'Manage Admin Users'. The right column will list all current admin users for a particular role (left column). To make edits to a current user, click the Edit button.
To add them to an additional role, type directly into the User Roles box.
To remove them from a role, click the delete icon next to the listed role.
Make edits to their email address and name by typing directly in the corresponding field.
To Create a New Role:
Click Add New Role at the top of the user roles column.
You can choose a pre-existing role, or create a new blank role by choosing 'New Blank Role'. Be sure to enter a role name.
Next, check off the features you would like this user to have access to within the role.
View: This should be checked off for the user to be able to see the options that are listed under the feature.
Manage: Allows the user to manage this feature: ex. If the user is allowed to create broadcast emails, distribution lists, etc, then you want to be sure 'manage' is checked off.
Run: Allows the user to run the feature, Ex, with custom data management: the user will need all the buttons checked off: manage, run, view to merge data or build a custom data field
Limited Access: Roles that grant limited access need to check off the user within the actual role's location, meaning if a user has limited access to season structure, then they will need to be checked off under season structure as one of the users allowed to access that part of the role. This is done through program setup, managing season, season structure, editing a grouping, and then checking off the user under the grouping's limited access users **Also, be sure the limited access users are only able to view.
Adding a User to a Role:
Select the role from the list of available roles for your organization. Click the green Add User to Role button.
Add a user to the new role by adding their email, first name, and last name.
Click Save. The initial password will be emailed to the email address listed.