How do I set up unique User Roles for my users?
A User Role is a set of permissions that lets employees access specific areas of your data. You assign User Roles to each user when they are set up under 'Manage My Users.' Typically, User Roles are named after positions/roles in your organization.
Available User Roles
Atlas includes the following default User Roles, each with its own set of editable permissions for Full, Read Only and No Access to certain areas of the software. Note: these roles are just suggestions. Each association should determine their own security settings for each User Role and employee.
|Administrator||Atlas System Administrators|
|Events Manager||Manages Events For the Organization|
|Events Staff||Coordinates Events For the Organization|
|Executive Staff||Executive Managers in the Organization|
|Finance Manager||Finance and Administration Manager|
|Finance Staff||Finance and Administration Staff|
|FrontDesk||Front Desk / Administrative Support Staff|
|Membership Manager||Manages Membership For the Organization|
|Membership Staff||Provides Membership Services|
Click below to download a listing of all the recommended User Security Permissions.