Roles, Users and Handovers

People who have access to your system are called Users for the purposes of this discussion. 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. A User is someone who can actually access the system.

Member Wizard manages access to your system through the concept of Roles. Roles define the rights and access that a person who’s user name has that role can have to your system.

In the diagram below you can see 5 different Users and 3 different Roles. Each different User is allocated a different Role and that Role can provide them with varying degrees of Access to your data.

When your organisation has a change within the committee the Member Wizard 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. It is unadvisable to simply allow the new committee member to continue to use the same User account as their predecessor as this negates the Member Wizard Transaction Audit (see Reports, Transaction Audit in the main navigation.

You can't delete a User but you can simply uncheck the box marked Active. In this way the user will no longer have access to your database.