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21423: About Membership PLUS Access Rights Setup
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How do I setup and use Access Rights in Membership PLUS?
Membership PLUS enables you to assign and manage access rights. Access rights give users the ability to enter and the authority to function in the program. You can set access rights by performing the following five actions from the Access Rights Setup window:

Add: Assign access right attributes to a new user.
Copy: Copy the access right attributes from an existing user to a new user.
Edit: Edit the access right attributes of an existing user.
Save: Save the new information or changes entered into a user record.
Delete: Delete a name and it's associated access right attributes.

The following Access Levels control user entry to and functionality in Membership PLUS records:

None: This level allows the user no access to a specified area. Options that are not available to the user are dimmed in the menu and toolbar. Certain action buttons may be dimmed. The user is unable to generate reports for data contained within the areas to which access is denied.
View: This level allows the user to view data within a specified area, but restricts additions, deletions and modifications of that data.
Edit/View: This level allows the user to have full access to data within a specified area. This includes additions, deletions, and modifications of data. It also allows full access to reports.

Click here to see the list of Areas to grant or restrict access to. When access to an area is restricted or denied, the user CANNOT generate reports for that area.

Area Action
Members Grant or restrict access to information in the various Member modules: Individuals, Families, and Organizations.
Notes Grant or restrict access to notes entered for Members. You can set separate restrictions for each note type.
Groups Grant or restrict access to information contained in the Groups module.
Meetings Grant or restrict access to information contained in the Meetings module.
Pledges Grant or restrict access to information contained in the Pledges module, and viewable in the Member Browser.
Contributions Grant or restrict access to information contained in the Contributions module, and viewable in the Member Browser.
Visitation Grant or restrict access to information contained in the Visitation module.
Scheduler Grant or restrict access to information contained in the Room and Equipment Scheduler module.
Event Registration Grant or restrict access to information contained in the Event Registration module.
Backup Grant or restrict the ability to back up the data set.
Restore Grant or restrict the ability to restore a backed up data set, which prevents accidental overwriting of data.
Archive Grant or restrict the ability to archive a data set.
Import Grant or restrict the ability to import information into a data set.
Export Grant or restrict the ability to export information from a data set.
Search/Replace Grant or restrict the ability to search/replace data in a data set.
Surveys Grant or restrict access to information contained in the Surveys module.
Workflow Grant or restrict access to information contained in the Workflow module.
Progress Tracker Grant or restrict access to information contained in the Progress Tracker module.
Accounts Grant or restrict access to information contained in the Accounts module.
Transactions Grant or restrict access to information contained in the Transactions module.
Payees Grant or restrict access to information contained in the Payees module.
Auto Tasks Setup Grant or restrict access to information contained in the Auto Task Setup.
Auto Tasks Process Grant or restrict access to information contained in the Auto Task Processing.

How to Enable and Disable Access Rights.
Access Rights must be enabled before attributes can be assigned to a user. Only Administrators can enable access rights.

To enable access rights:

  1. On the Tool Bar, click File.
  2. Select Access Rights.
  3. Click Access Setup.
  4. In the top, right hand corner you will see Access Rights Disabled.

  5. Click the Disabled button and it will change to Enabled.

    When the Enabled status is selected, it applies to all users.

How to Add access rights.

To add access rights:

  1. In the Access Rights Setup screen click Add.
  2. Enter the appropriate information in the Name, Password, and Hint fields.

  3. Select an Area.
  4. Select the appropriate Access Level needed in this specific area.

    Different Areas can be assigned different Access Levels for the same user. Just highlight each Area and select the appropriate Access Level.

  5. Select Administrator (if the user is to have administrative attributes) or Reports (if the user is to have access to Report Designer).
  6. Click Save once all areas have been assigned an access level.

How to Copy access rights.

To copy access rights:

  1. In the Access Rights Setup screen, highlight the user whose attributes are to be copied.
  2. Click Copy.
  3. Enter the appropriate information in the Name, Password, and Hint fields for the new user.
  4. Click Save.

    The new user added will now have the same Access Level to the areas that were assigned to the copied user.

How to Edit access rights.

To edit access rights:

  1. In the Access Rights Setup screen, highlight the user whose attributes are to be edited.
  2. Click Edit.
  3. Enter the revised information.
  4. Click Save.

How to Delete access rights.

Only a user with Administrator access rights can delete another user. The Administrator and Default access names provided by Membership PLUS cannot be deleted.

To delete access rights:

  1. In the Access Rights Setup screen, highlight the user whose attributes are to be deleted.
  2. Click Delete.

    The access name is then removed from the data set.

How to change your password.

To change your password:

  1. On the task bar, click File.
  2. Select Access Rights.
  3. Click Change Access Password.
  4. Enter your Current Password.
  5. Enter your New Password.
  6. Retype your password to confirm it is correct.
  7. Enter a Hint, if desired.
  8. Click OK to return to your previous program location.

    Administrators can change passwords on the Access Rights Setup screen.

    
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