Module authorization levels

Each Staff access area grants a Full staff user or Casual staff user permission to perform a function in the Staff site. These areas are assigned from a drop-down on a user's account Security tab, and each drop-down uses the same 0–8 numeric scale below — though no module uses every level.

Understanding how the level scale works

Module areas and where to find them

Module names don't always match the Staff site menu section they control, which can make the tables below harder to scan than it should be. Use this as a lookup:

System

The System authorization level grants system administration, as the SysAdmin role does. They are intrinsically paired: assigning a user System: 8 automatically adds them to the SysAdmin role; removing System: 8 automatically drops it.

Don't remove a user's SysAdmin role without also lowering their System level, and vice versa — parts of iMIS that check for administrator status will conflict with the parts that don't. If a SysAdmin also needs access to other Staff access areas, assign those manually; they are not automatically raised to level 8. See Assigning security credentials and staff access for more information.

Levels 0–7 in the System drop-down have no effect on out-of-the-box content. The only level that changes access is 8 – System Setup, which applies the SysAdmin role. Level 8 cannot be assigned to a Casual staff user.

Security sets

Beyond module authorization levels, some navigation items are also gated by a security set — a separate mechanism that controls who can see a folder, object, or navigation item at all, independent of what a user can do once there. See Security sets for the full list, including Administrators Full Control, Reporting Users Full Control, and the security groups used by Campaigns, Segmentation, RFM, and Process manager.

Out-of-the-box navigation

Full staff users and Casual staff users access the Staff site based on their authorization levels. These can be viewed and updated from RiSE > Site Builder > Manage sitemaps, selecting Staff site, then the Access settings tab, then expanding Staff module authorization levels.

The following tables outline the required authorization level a staff user must have to access each navigation item, organized by the Staff site menu section it appears under. See Module areas and where to find them above if a section name doesn't match the module drop-down you're looking for.

Community

Membership

Fundraising

Events

Commerce

(Governed by the Orders module — see Module areas and where to find them.)

Advertising

Marketing

Certification

Finance

Reports

RiSE

Settings

Help