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Permissions

 

Overview

Permissions are your way of controlling who has access to what on your site. Each admin-side page and many of the features will require specific permissions in order to access them. Using this to your advantage, you can offer your team only the exact level of access they require to accomplish their tasks. The more refined your groups are, the more clarity you will have as to who has accomplished what around your site.

The Permissions page is found by navigating to Settings > Permission. In order to access the Permissions page you will need the following permissions: Admin, Manage Permissions.

 

Video Guide

 

Permission Groups

Permission Groups allow administrators to group and categorize their team members. They allow for rapid addition or removal of users and permissions alike, effecting individuals or large groups at the click of a button. By default, Uplifter starts you off with 2 permission groups: Full Admin Access and Instructors.

Create a Permission Group

To create a permission group please navigate to the Permissions page. On the right hand side of the toolbar, select ​ Add Group. This will generate a new group that you can then name by enter the desired name into the Group Name field. Be sure to select Save to keep your new group!

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Edit a Permission Group

You can edit your new or existing permission group in many ways. In order to begin adjusting a permission group please select it from the drop down menu at the far left of the toolbar.

Group Name

You can update the group name any time by adjusting the Group Name field as desired.

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Group Members

You can update the group members by beginning to type their names into the Add to Group field. The system will suggest a list of option - select the correct user from this list to add them. To remove a user from this list simply select Delete next to their name.

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Permissions

You can update the group's permissions by using the Permissions drop down to the right of the page. This drop down will list all possible permissions. By selecting one from the list you will add it to the group's permission list. To remove a permission select Delete beside the permission listing.

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Delete a Permission Group

To remove a permission group in it's entirety first select the permission group from the Select Group drop down along the toolbar. Next, select Delete, located at the bottom of the permission list.

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Uplifter Payments & Permissions

  1. Navigate to People & Accounts > Member Accounts
  2. Select your desired member to enter their account
  3. Add the Full Admin Access permission group to their account

Learn More

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Organizations using the Uplifter Payments tier will not have access to the standard Permissions page. Because of this, they cannot make new groups outside of the system default: Full Admin Access. However, they can still determine who has this level of access through the member's account. 

To do so, please navigate to People & Accounts > Member Accounts and select your desired member to enter their account. In the account, use the Member Permission Groups field to add the Full Admin Access permission.

 

Example Groups

Every club and organization will be a little different. That's why Uplifter gives you the control and flexibility to offer your team members varying degrees of access to your Uplifter site. We highly recommend that you experiment and review your permissions regularly.

Here are a few examples of how clubs may want to setup their permission groups. You may want to create a series of test accounts for yourself or have members that are amenable to testing that you can add to these created groups so you can see what members of these groups may or may not have access to.

Full Administrator

By default, Uplifter provides you with a Full Admin Access permission group. If you initiated your organization's Uplifter site, you are part of this group automatically. The Full Admin Access group has all but two permissions automatically allotted in the permission manager. This gives them complete access to the site save for Can Send Out Non Opt Out Messages.

Treasurer/Accountant

A Treasurer/Accountant permission group would likely want to offer the user access to accounting information, reports, and invoice access. They may also be in charge of setting up and connecting your online payment gateway. You might offer your treasurer/accountant the following permissions:

  • Admin
  • Beta Orders
  • Edit Invoices
  • Manage Discounts
  • Manage Invoices
  • Manage Merchant Credentials
  • Manage Payments
  • Manager Reports
  • Manage Tax Receipts

Head Coach

A head coach may have more control and access over the site than a standard coach. You may want to give them access to your participants and their associated member accounts, emailing, evaluations, and perhaps program management. You might offer your head coach the following permissions:

  • Admin
  • Can Perform Evaluations
  • Manage Emails
  • Manage Evaluations
  • View Members
  • View Program Participants
  • View Programs

Coach

Your standard coaches may have a little less access than your head coach. In this instance, you might want your coaches to be able to perform evaluations, and view and interact with their assigned participants. You might offer you coach the following permissions:

  • Admin
  • Can Perform Evaluations
  • Track Coach Only Member Details
  • View Participants (Coach Specific)

Manage Public Content

Your content editors take care of the public side of the site. Because of this, you will likely want them to have access to all fun customization tools Uplifter offers. You might offer your content editor the following permissions:

  • Admin
  • Edit Posts
  • Manage Public Content
  • Manage Site Theme

Early Registration

Many clubs and organizations like to offer a select group of participants early registrations. If this is the case, you would keep your programs in Beta status and add your desired members to a group with Beta permission. Be sure that any program you don't wish to offer are either filtered off your registrations page or are set to Unavailable.

 

Permissions

Below is an exhaustive list of permissions, along with notes about which pages a user will be able to access once granted said permission. Please note, the Admin permission is needed in order to gain access to the admin side of the site. As such, many of these permissions will not grant access to anything until the Admin permission is also granted.

Can: Able to perform unique task or use unique features.
Edit: Able to edit (and sometimes delete) the associated elements. Requires its View counterpart to access the page.
Manage: Able to access, create, edit, and delete the associated elements.
View: Able to view the associated page/elements.

Permissions List

Admin Able to access the Administration section of your Uplifter system. Additional permissions are required to access different sections of the administration area. This permission is required to access any/all other admin-side pages.

What pages can I access with this permission?
Dashboard
About Uplifter.
Beta Purchasing Able to register for programs prior to the Registration Start Time listed on the Program. This will make Beta status products and programs visible for purchase.

What pages can I access with this permission?
None.
Can Check In Able to check in and check out.

What pages can I access with this permission?
None.
Can Perform Evaluations Able to perform evaluations for all Participants. This permission should be coupled with participant access permissions (View Participants (All) or View Participants (Coach Specific)) to be effective. If not, achievements and category levels set to completed will be pending review and require to be approved.

What pages can I access with this permission?
Reports (selection)
Can Perform Refunds Able to process refunds through the invoice edit page.

What pages can I access with this permission?
None.
Can Post On Dashboards Able to post on user dashboards. This permission should be coupled with participant access permissions (View Participants (All) or View Participants (Coach Specific)) to be effective.

What pages can I access with this permission?
None.
Can Send Non Opt Out Messages Able to send messages to mailing lists from which members cannot optionally opt out. This permission should be coupled with communication permissions (Manage Emails) to be effective.

What pages can I access with this permission?
None.
Edit Invoices Able to view and edit Registration Invoices, including adding / editing subscriptions, products, programs and notes to currently existing invoices. Able to withdraw participants from programs. This permission should be coupled with invoice access permissions (Manage Invoices) in order to be effective.

What pages can I access with this permission?
None.
Edit Members Able to edit all member account details including adding participants, family members and notes to accounts. This permissions should be coupled with member access permissions (View Members, View Members (Coach Specific)) to be effective.

What pages can I access with this permission?
None.
Edit Participants Able to edit all the participant profiles including marking their achievements.

What pages can I access with this permission?
People & Accounts > Participants
People & Accounts > Skate Canada Memberships
Edit Posts Able to view / add / edit posts that appear on the your Uplifter system to appear on your news posts page or on all dashboards.

What pages can I access with this permission?
Communication > Posts
Edit Products Able to add and edit products and subscriptions. This permission should be coupled with product access permissions (Manage Products) to be effective.

What pages can I access with this permission?
None.
Edit Programs Able to view and edit all Programs. This permission should be coupled with program access permissions (View Programs) to be effective.

What pages can I access with this permission?
None.
Manage Categories Able to add and edit categories, category levels and category requirements of your Uplifter system.

What pages can I access with this permission?
Settings > Categories
Manage Discounts Able to create, view and edit coupons/discounts for registrations.

What pages can I access with this permission?
Products & Programs > Discounts
Manage Emails Able to create and send emails to users, admins and instructors.

What pages can I access with this permission?
Communication > Emails
Manage Evaluations Able to edit all program evaluations.

What pages can I access with this permission?
Settings > Evaluations, Reports (selection)
Manage Facilities Able to manage facilities and locations.

What pages can I access with this permission?
Settings > Facilities & Locations
Manage Goals Able to create, view, edit and evaluate participant goals.

What pages can I access with this permission?
Settings > Goals, Settings > Achievements
Manage Instructors Able to view, add, and edit instructors and assign member accounts to an instructor.

What pages can I access with this permission?
People & Accounts > Instructors
Manage Invoices Able to view a list of Registration Invoices currently in the your Uplifter system. Not able to edit Registration Invoices unless they have access to Edit Invoices.

What pages can I access with this permission?
Accounting > Invoices
View Members Able to view all members and their details.

What pages can I access with this permission?
People & Accounts > Member Accounts
Manage Merchant Credentials Able to view and edit the merchant credentials for credit card payments. This permissions should be coupled with site settings access permissions (Global Settings) in order to be effective.

What pages can I access with this permission?
Settings > Uplifter Settings > [Merchant Details]tab
Manage Payments Able to view a list of all payments in the system. Not able to edit Registration Invoices.

What pages can I access with this permission?
Accounting > Payments
Accounting > Gift Certificates
Manage Permissions Able to view and edit user permission groups.

What pages can I access with this permission?
Settings > Permissions
Manage Policies Able to view and edit Organization Policies.

What pages can I access with this permission?
Settings > Policies
Manage Products Able to view products and subscriptions.

What pages can I access with this permission?
Products & Programs > Products & Subscriptions
Manage Program Participants Able to administer the participants of a program, including adding / removing participants from waitlist and organizing participants into groups. This permission should be coupled with program and participant access permissions (View Members, View Members (Coach Specific), View Programs) to be effective.

What pages can I access with this permission?
None.
Manage Public Content Able to add and edit public pages of your Uplifter system.

What pages can I access with this permission?
None.
Manager Reports Able to view reports.

What pages can I access with this permission?
Reports
Manage Seasons Able to create and edit Seasons. Create new programs and edit existing programs.

What pages can I access with this permission?
Products & Programs > Seasons
Manage Site Theme Able to update the overall visual theme for your Uplifter site.

What pages can I access with this permission?
Settings > Themes
Manage System Settings Able to view and edit the global settings of your Uplifter system.

What pages can I access with this permission?
Settings > Global Settings
Settings > Ledger Accounts
Manage Tax Receipts Able to generate and edit tax credit receipts for users.

What pages can I access with this permission?
Accounting > Tax Receipts
Manage Ticket Redemptions Able to redeem tickets and create ans share authentication codes to be sent to devices to allow for ticket redemption (without having this specific permission).

What pages can I access with this permission?
Products & Programs > Ticket Redemption Devices
Manage User Check Ins Able to override check in and check out times. This permission should be coupled with member access permissions (View Members, View Members (Coach Specific)) to be effective.

What pages can I access with this permission?
None.
Manage Volunteers Able to add and edit volunteer positions.

What pages can I access with this permission?
Products & Programs > Volunteering
View Member Details on Reports Able to view member information through reports like attendance. Though still restricted by the member information you have been granted visibility on through other permissions. Not able to access People & Accounts > Member Accounts.

What pages can I access with this permission?
None.
View Members (Coach Specific) This resource is specifically for Coaches. Able to view member details that a coach is assigned to a related participant (Note, this will be trumped if the Coach as access to view all member details).

What pages can I access with this permission?
People & Accounts > Members (selection)
View Participants (All) Able to browse through all the participant profiles and track their achievements and development goals.

What pages can I access with this permission?
People & Accounts > Participants
View Participants (Coach Specific) This resource is specifically for Coaches. Able to browse participants to which a Coach is assigned, including their achievements and development goals (Note, this will be trumped if the Coach has access to track all profiles).

What pages can I access with this permission?
People & Accounts > Participants (selection)
View Program Participants Able to view participants that are registered in particular programs. This permission should be coupled with program and participant access permissions (View Members, View Members (Coach Specific), View Programs) to be effective.

What pages can I access with this permission?
Reports (select).
View Programs Able to view all Programs.

What pages can I access with this permission?
Products & Programs > Programs

 

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