Give someone access to a single event or club dashboard, without access to the rest of your financial account.
- Access covers one event or club dashboard, and not its cloned copies.
- A process-specific admin sees no financial information and can’t edit agreements or waivers.
- People with a role on the financial account are already listed under Financial Organization Permissions, so you don’t add them here.
Give someone access to a single dashboard, such as an event-day volunteer or a club coordinator, from that dashboard’s Permissions settings.
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Open the dashboard’s permissions
Open the event or club dashboard, then select Configuration → Permissions. For an event, open Events → Events and select the gear icon or status button on its row first.
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Add the admin
Under Process-Specific Permissions, select Add Process-Specific Admin. Fill in First Name, Last Name and Email; all three are required.
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Let them know
Send notification email to newly added admin is ticked already; untick it if you’d rather tell them yourself. Select Add Administrator.
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Check the list
They appear under Process-Specific Permissions with their name, email and role.
When you clone this dashboard, the copy starts without its process-specific admins. Add them again on the new dashboard.