Account permissionsIain Ure

Intro

The new permissions functionalityGroupsUsersAssign contentData viewQuestions

PermissionsOld system

By moduleSubaccount admin

Define access to the systemModule, menu item, campaign status, email create and sendCampaigns / donation pagesData recordsBy groups, not individual users

Setup process

Define groupsCreate groupsCreate and assign usersAssign campaigns

GroupsFundraising teamCampaigning teamsReports onlyEmail process

edit email templates, create email, send emailAgencies and freelancers

Only email templates, specific test campaigns. Cannot create campaignsNew startersNational / local groups

e.g Australian Greens state offices

Demo

Create users

New user creation interfaceUser types

Admin = access to all permissionsSuper admin = access to all permissions plus admin sectionUser = access to permissions via a group

Demo

Assign campaigns and donation pages

By default, each group can only access campaigns, donation pages, emails ("content") assigned to one of their users

User A is in Group XUser B is in Group XContent assigned to User A is available to User B

Assigned upon creationOn setup, assign them manually

Assign campaigns and donation pages

Share content between groupsFundraising team AFundraising team BFundraising team A can edit all content assigned to Fundraising team BFundraising team B cannot edit all content assigned to Fundraising team A

Demo

Data view

Choose a single supporter record columnImpacts:

Manage supportersExport from dashboardBroadcast send

Let us know if you wish us to enable this

Task

Create a group for freelancers / agenciesCreate a userAssign content to that userAdvanced

Assign a test supporter record to that group

Questions