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Administrators

Help_admins

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Getting Started

To add, edit, and manage administrators of your system:

  1. Go to the Admin Dashboard by clicking the “admin” link near the top-right of the screen.
  2. Click the “adminsitrators” link in the left column.

Current administrators are displayed in a list format. Click a plus sign to view permissions granted to a particular administrator.

Add an Administrator

  1. Click in the text field on the left in the box where it says “Add an individual.”
  2. Type all or part of a person’s name and hit enter (the person must already exist in the database).
  3. One or more names will appear below (if your search returned any results). Select the appropriate person from the list.
  4. Click the Add Selected button.

Privileges

To grant privileges to an admin:

  1. Click the plus sign next to an administrator in the list.
  2. Select one or more privilege check boxes that appear.

Some privileges are (others may be added over time and by plugins and may not show here):

Privilege Description
edit pages user can edit pages in the Content Management System (if enabled)
edit profiles user can edit people and families
export data user can export data from the admin dashboard, including people, families, and groups
import data user can import data from an external CSV file
manage access user can grant and revoke access in the administrators interface
manage attendance user can view, edit, and export attendance data
manage comments user can edit and delete all comments in the system
manage contributions user can view contribution data and sync people records to Donor Tools
manage groups user can add, edit and delete any group
manage messages user can view, edit, and delete any message
manage news user can view, edit and delete any news item
manage notes user can view, edit and delete any note
manage pictures user can view, edit and delete any picture
manage publications user can view, edit and delete any publication
manage recipes user can view, edit and delete any recipe
manage reports user can view, edit and delete any report
manage sync user can view results of synchronization from external sources via UpdateAgent
manage updates user can view, edit, delete and apply any profile update
run reports user can run reports (may still need to be granted access to some reports)
view hidden profiles user can view hidden people and family records
view hidden properties user can view hidden phone numbers, addresses and other personal data on people and families
view log user can review the log

Super Admins

A “Super Admin” has added capabilities on the site, especially the ability to edit settings and themes, among other things. Your site should have at least one Super Admin.

To promote an administrator to a Super Admin, click the plus sign next to their name and click the link labeled “Promote to super admin.”

Be cautious when granting Super Admin abilities to people. This gives them ultimate control over your site and gives them the ability to remove you as an admin.

Admin Templates

A “Template” allows you to group admins with identical privileges together to avoid repetitive check box selections.

To create a template:

  1. Click in the text field in the box labeled “Create a new admin template.”
  2. Enter the name for your template, e.g. “Secretaries” and hit enter.
  3. Now click the plus sign next to your template in the list of administrators and check the appropriate privileges
  4. Add people to this template group by typing their name in the “Add an individual” box (just like in the Add an Administrator section above), choosing your newly-created template from the drop-down box.

Group Admins

Each group can have one or more “group admins” — these individuals have the same effective privileges as someone who has the “manage groups” privilege, only for that group.

A group admin must be a member of the group. To promote a group member to a group admin, edit the group and scroll down until you see the “Admins” section; select the person from the drop-down menu and click “Promote.”

To demote an existing group admin, click the ‘X’ next to their name.

There is an interface to view all group admins on one screen. From the admin dashboard, click “Manage Group Admins” under the “Groups” section.