Roles, Users and Handovers
People who have access to the Member Wizard Admin System are called Users. Remember to differentiate in your mind between “users” and “members”. A Member is someone who is registered in Member Wizard as belonging to your organisation.
Member Wizard manages access to your Member Wizard Admin system through the concept of Roles. Roles define the rights and access level that a person through their username has to your organisation's Member Wizard Admin system.
In the diagram below there are 5 different Users and 3 different Roles. Each User has a different Role. The Role provides them with varying degrees of Access (rights) to the Member Wizard Admin system data. For instance, the role of Treasurer, allows Users 5 & 6 allows full access to Money, Reports and Settings, read only access to Members and Communication, no access to events and cannot create new members in the Member Wizard Admin System. In contrast, User 1 has the role of administrator and has full access to all areas and can create new users in the Member Wizard Admin System.
Where are Roles and Users defined in the Member Wizard Admin System?
In the Member Wizard Admin System along the left hand menu panel there is a drop down menu item User Management. Under User Management there are two menu items, Roles and Users.
To add a Role, click on the menu item Roles and then + Add. This will open the following page, where you can add a role name and assign the access level of a new role. The choices of access level are No access, Full Access and Read Only.
No access as the name suggests if the role is assigned no access to a particular part of Member Wizard then they will not be able to view, edit or in any way access data stored in this section of the system.
Full access means that any person assigned this role will have the same access as you as Administrator with the exception of being able to create new users.
Read only access means that any person assigned this role will only be able to read data in that particular section.
So for instance if you are setting up access to the web page you may call the role webmaster and assign full access to Documents and the Website at a minimum. Be sure to save your changes on this page.
To add a User, click on the left hand menu item User and then + Add. Add a User name (be sure not to include any spaces, such as John_Smith, by using a dash to prevent spaces). The list of Roles is contained in a drop down menu. Choose one that is appropriate. Include an email address and then tick active. Save.
What happens when the Committee Members or Roles Change in our Organisation?
When your organisation has a change within the committee the Member Wizard the Administrator will have to firstly remove the old committee member from the User list and add the new committee member by following the Create New User process outlined in the Help Resources file (seen in the image above) and detailed above. Do not allow the new committee member to continue to use the same User name as their predecessor as this negates the Member Wizard Transaction Audit (see Reports, Transaction Audit in the main navigation).
Please note that you can't delete a User but you can simply uncheck the box marked Active, discussed above and shown in the image above. Unchecking this box will prevent the user from having access to your database any longer.