Module authorization levels

Module authorization levels determine what functionality the user sees in the Staff site. The levels are assigned by iMIS area.

To access the Module authorization levels, go to Community > Security > Users:

Search for the contact and click the name link.
Click on the arrow to expand the Staff access panel.
Choose the Module authorization levels and Save.

Specific Types – Controls the customer types that the user can edit in Customers. The types listed in this field can be edited by the selected user. For example, if you only want the user to be able to edit records with customer type CM, add CM to the Specific Types field. The user will have read-only access to all other records. Separate multiple customer types with spaces or commas.
Access Keywords – Restricts the user from viewing secured windows, tabs, reports, or windows. Separate multiple access keywords with spaces or commas.

Full and Casual users can access the Staff site based on their authorization levels. The out-of-the-box authorization levels can be updated and viewed from the Staff site sitemap. From RiSE > Site Builder > Manage sitemaps, select Staff site from the drop-down, then click the Access settings tab and expand the Level assignment drop-down.

📘
Note
Some functionality in the Staff site will require you to have a license key. Contact ASI for more information.

Community

📘 Note
See Contact account pages (Party.aspx) for more specific information about security when viewing contact and organization pages.

Navigation Item	Security Set	Level Assignment	License Required
Dashboard	All Staff Full Control
Engagement
Overall	All Staff Full Control
Organizations	All Staff Full Control
Find contacts	All Staff Full Control
Add contact	All Staff Full Control
Manage duplicates	All Staff Full Control	Customers - 8	📘 Note There are two different versions of Contact Merge. Standard is available out-of-the-box, and Plus requires additional licensing. See Managing duplicate contacts for more information.
Committees	All Staff Full Control		Yes
Communities	All Staff Full Control		Yes
Volunteers:
Dashboard	All Staff Full Control
Find volunteers	All Staff Full Control
Security:
Users	Administrators Full Control
Roles	Administrators Full Control

Membership

📘 Note
See Contact account pages (Party.aspx) for more specific information about security when viewing contact and organization pages.

Navigation Item	Security Set	Level Assignment	License Required
Dashboard	All Staff Full Control	Customers: 2 - Reports
Chapters	All Staff Full Control
Manage expired members	All Staff Full Control	Dues: 8 - System Setup
Automatic payments:
Dashboard	All Staff Full Control		Yes
Process payments	All Staff Full Control	Dues: 4 - Full Entry/Edit	Yes
Review payments	All Staff Full Control	Dues: 4 - Full Entry/Edit	Yes
Enrollments	All Staff Full Control	Customers: 4 - Full Entry/Edit	Yes
Billing cycles	All Staff Full Control	Dues: 5 - Table Maintenance
Billing products	All Staff Full Control	Dues: 5 - Table Maintenance

Fundraising

Navigation Item	Security Set	Level Assignment	License Required
Dashboard	All Staff Full Control	Fundraising: 2 - Reports	Yes
Find gift items	All Staff Full Control		Yes
Add gift item	All Staff Full Control	Fundraising: 4 - Full Entry/Edit	Yes
Find gifts	All Staff Full Control	Fundraising: 2 - Reports	Yes
Enter gifts	All Staff Full Control	Fundraising: 3 – Limited Entry/Edit	Yes
Moves management:
Dashboard	All Staff Full Control		Yes
My major donors	All Staff Full Control		Yes
Tribute notification:
Issue notifications	All Staff Full Control		Yes
Find issued notifications	All Staff Full Control		Yes
Gift Aid:
Reclaim taxes	All Staff Full Control		Yes
Generate HMRC report	All Staff Full Control		Yes
Friendraising:
Import activities	All Staff Full Control		Yes
Map events and gifts	All Staff Full Control		Yes
Settings	All Staff Full Control		Yes
Recurring payments:
Generate expected payments	All Staff Full Control	Fundraising: 4 – Full Entry/Edit	Yes
Import payments	All Staff Full Control	Fundraising: 4 – Full Entry/Edit	Yes
Import donations	All Staff Full Control	Fundraising: 4 – Full Entry/Edit	Yes
Automatic payments:
Dashboard	All Staff Full Control		Yes
Process payments	All Staff Full Control	Fundraising: 4 – Full Entry/Edit	Yes
Review payments	All Staff Full Control	Fundraising: 4 – Full Entry/Edit	Yes
Enrollments	All Staff Full Control	Fundraising: 4 – Full Entry/Edit	Yes
Configure premiums	All Staff Full Control	Fundraising: 4 – Full Entry/Edit	Yes

Events

Navigation Item	Security Set	Level Assignment
Dashboard	All Staff Full Control	Events: 2 - Reports
Find events	All Staff Full Control
Add event	All Staff Full Control	Events: 5 – Table Maintenance
Calendar	All Staff Full Control
Issue event confirmations	All Staff Full Control
Manage templates	All Staff Full Control	Events: 5 – Table Maintenance

Commerce

Navigation Item	Security Set	Level Assignment
Dashboard	All Staff Full Control	Orders: 2 - Reports
Find products	All Staff Full Control
Add product	All Staff Full Control	Orders: 4 – Full Entry/Edit
Find orders	All Staff Full Control	Orders: 2 - Reports
Promotions	All Staff Full Control	Orders: 5 – Table Maintenance

Marketing

Navigation Item	Security Set	License Required
Advanced email	All Staff Full Control	Yes
Communication templates	All Staff Full Control
Communication logs	All Staff Full Control
Campaigns:
Track campaigns	Campaign Users Full Control	Yes
Define campaigns	Campaign Users Full Control	Yes
Define inserts	Campaign Users Full Control	Yes
Record responses	Campaign Users Full Control	Yes
View output	Campaign Users Full Control	Yes
Import source codes	Everyone Full Control
Settings	Campaign Admins Full Control	Yes
Segmentation:
Define segments	Segmentation Users Full Control	Yes
Settings	Segmentation Admins Full Control	Yes
RFM:
Run analytics	RFM Users Full Control	Yes
Settings	RFM Admins Full Control	Yes
Process manager:
Projects	Opportunity Users Full Control	Yes
Tasks	Opportunity Users Full Control	Yes
Settings	Opportunity Admins Full Control	Yes

Certification

Navigation Item	Security Set	Level Assignment	License Required
Enrollments:
By program	All Staff Full Control	Certification: 3 - Limited Entry/Edit	Yes
By enrollee	All Staff Full Control	Certification: 3 - Limited Entry/Edit	Yes
Inactive enrollments	All Staff Full Control	Certification: 4 - Full Entry/Edit	Yes
Pending approvals:
Requirement completions	All Staff Full Control	Certification: 3 - Limited Entry/Edit	Yes
Program completions	All Staff Full Control	Certification: 3 - Limited Entry/Edit	Yes
Define programs:
Certification programs	All Staff Full Control		Yes
Program components	All Staff Full Control	Certification: 4 - Full Entry/Edit	Yes
Program groups	All Staff Full Control	Certification: 4 - Full Entry/Edit	Yes
Experience programs	All Staff Full Control	Certification: 4 - Full Entry/Edit	Yes
Unit types	All Staff Full Control	Certification: 5 - Table Maintenance	Yes
Providers	All Staff Full Control	Certification: 3 - Limited Entry/Edit	Yes

Finance

Navigation Item	Security Set	Level Assignment
Invoices	All Staff Full Control	Finance: 2 - Reports
View batches	All Staff Full Control	Finance: 2 - Reports
Advanced Accounting Console	All Staff Full Control

Continuum

Navigation Item	Security Set	Level Assignment	License Required
Guided Performance Scorecard	Full Staff Full Control
All reports	Administrators Full Control
Contact reports	Reporting Users Full Control	Customers: 2 - Reports
Membership reports	Reporting Users Full Control	Customers: 2 - Reports
Fundraising reports	Reporting Users Full Control	Fundraising: 2 - Reports	Yes
Event reports	Reporting Users Full Control	Events: 2 - Reports
Commerce reports	Reporting Users Full Control	Orders: 2 - Reports
Accounting reports	Reporting Users Full Control	Customers: 2 - Reports	Yes
Content reports	Administrators Full Control

RiSE

📘 Note
If you are not a SysAdmin, you must be at least a Casual or Full user who belongs to at least one content authority group to have access to certain areas of RiSE. Public users who are members of a content authority group cannot access RiSE, but they can interact with content records by using Easy Edit. See Administering security for more information about Casual, Full, and Public user access.

Navigation Item	Security Set	License Required
Site Builder:
Manage sitemaps	Administrators Full Control OR Full/Casual user who also belongs to at least one content authority group
Manage websites	Administrators Full Control
Manage shortcuts	Administrators Full Control OR Full/Casual user who also belongs to at least one content authority group
Page Builder:
Manage content	Administrators Full Control OR Full/Casual user who also belongs to at least one content authority group
Manage layouts
Manage images
Manage files
Task list
Theme Builder:
Website templates	Administrators Full Control OR Full/Casual user who also belongs to at least one content authority group	Yes
Website layouts		Yes
Task list		Yes
Tagging:
Tags	Administrators Full Control OR Full/Casual user who also belongs to at least one content authority group
Tagged list formats
Maintenance:
Publishing servers	Administrators Full Control
User defined fields	Administrators Full Control
Content types	Administrators Full Control
Content authority groups	Administrators Full Control
Deploy Content Items	Administrators Full Control
Intelligent Query Architect	Administrators Full Control
Business Object Designer	Administrators Full Control
Panel Designer	Administrators Full Control
Process automation	Administrators Full Control	📘 Note There are two different versions of Process Automation. Standard is available out-of-the-box, and Plus requires additional licensing. See Using scheduled tasks and Displaying automated alerts for more information.
Scoring	Administrators Full Control	📘 Note There are two different versions of Scoring. Standard is available out-of-the-box, and Plus requires additional licensing. See Scoring for more information.
Document system	Administrators Full Control
Workflow:
Workflow viewer	Administrators Full Control
Workflow items	Administrators Full Control
Monitor processes	Administrators Full Control
Task viewer	Administrators Full Control

Settings

Navigation Item	Security Set	Level Assignment	License Required
About iMIS	Administrators Full Control
Organization	Administrators Full Control
Contacts:
General	Administrators Full Control
Contact security	Administrators Full Control
Communication preferences	Administrators Full Control
Account management	Administrators Full Control
Authentication	Administrators Full Control
Social media	Administrators Full Control
Customer types	Administrators Full Control	Customers: 8 - System Setup
Activity types	Administrators Full Control	Customers: 8 - System Setup
Committee positions	Administrators Full Control	Customers: 5 - Table Maintenance
Relationship types	Administrators Full Control	Customers: 5 - Table Maintenance
System options	Administrators Full Control	Customers: 8 - System Setup
Addresses:
Address formats	Administrators Full Control	Customers: 5 - Table Maintenance
States and provinces	Administrators Full Control	Customers: 5 - Table Maintenance
Countries	Administrators Full Control	Customers: 5 - Table Maintenance
Communities	Administrators Full Control
Membership	Administrators Full Control	Dues: 5 - Table Maintenance
Fundraising	Administrators Full Control	Fundraising: 5 - Table Maintenance
Events	Administrators Full Control	Events: 8 - System Setup
Commerce:
General	Administrators Full Control
Order types	Administrators Full Control	Orders: 5 - Table Maintenance
Product categories	Administrators Full Control	Orders: 5 - Table Maintenance
Shipping	Administrators Full Control	Orders: 5 - Table Maintenance
Zones	Administrators Full Control	Orders: 5 - Table Maintenance
Set up warehouses	Administrators Full Control	Orders: 5 - Table Maintenance
System options	Administrators Full Control	Orders: 8 - System Setup
Finance:
General	Administrators Full Control	Finance: 8 - System Setup
Financial entities	Administrators Full Control	Finance: 8 - System Setup
Due to/due from	Administrators Full Control	Finance: 5 - Table Maintenance
Tax categories	Administrators Full Control	Finance: 5 - Table Maintenance
Tax codes	Administrators Full Control	Finance: 5 - Table Maintenance
Cash accounts	Administrators Full Control	Finance: 5 - Table Maintenance
Payment method sets	Administrators Full Control	Finance: 5 - Table Maintenance
Gateway accounts	Administrators Full Control	Finance: 8 - System Setup
Terms	Administrators Full Control	Finance: 5 - Table Maintenance
Aging	Administrators Full Control	Finance: 8 - System Setup
Automatic payments	Administrators Full Control		Yes
Automatic payment gateways	Administrators Full Control	Orders: 5 – Table Maintenance	Yes
AutoPay status	Administrators Full Control		Yes
RiSE:
Quick setup	Administrators Full Control
Page builder configuration	Administrators Full Control
Search configuration	Administrators Full Control
Indexing	Administrators Full Control
Process automation	Administrators Full Control
Workflow configuration	Administrators Full Control
Language translation:
General	Administrators Full Control		Yes
Translation cultures	Administrators Full Control		Yes
Utilities:
User defined tables	Administrators Full Control
General lookup tables	Administrators Full Control	System: 5 - Table Maintenance
Update iMIS	Administrators Full Control
Package installer	Administrators Full Control
Advanced email	Administrators Full Control		Yes