User class combined with licensing and specific authorization level determines what users can see and do within Service Central. The highest authority level a Casual user can have here is 2, but they are still forbidden from accessing AR/Cash transactions in Service Central.
What each user type can do
Service Central:
■ Full and Casual users can find and view customer requests - auth level 1
■ Full and Casual users can find and view payments - auth level 2
■ Full users can create and edit customer requests and payments - auth level 3
■ Full users can delete customer requests and payments - auth level 4
Dues:
■ Full and Casual users can find and view billing records - auth level 1
■ Full users can create and edit billing records - auth level 3
■ Full users can delete billing records - auth level 4
AR/Cash:
■ Full users can find and view transactions - auth level 1
■ Full users can create transactions, and can edit or delete the transactions that they have created, but not transactions created by other iMIS users - auth level 3
■ Full users can edit or delete any transaction - auth level 4
Orders:
■ Full and Casual users can find and view orders - auth level 1
■ Full users can create and edit orders - auth level 3
■ Full users can delete orders - auth level 4
Fundraising:
■ Full and Casual users can find and view fundraising records - auth level 1
■ Full users can create and edit fundraising records - auth level 3
■ Full users can delete fundraising records - auth level 4
Events:
■ Full and Casual users can find and view event records - auth level 1
■ Full users can create and edit event records - auth level 3
■ Full users can delete event records - auth level 4
What navigation items appear
|
Task List Item |
Required Conditions and Notes |
|
Process customer requests |
Full or Casual user + Service Central auth level 1 + SERVCEN license |
|
Process billing |
Full or Casual user + Service Central auth level 1 + Dues auth level 1 + SERVCEN and DUES license |
|
Register a customer |
Full or Casual user + Service Central auth level 1 + Events auth level 1 + SERVCEN and MEET license |
|
Enter and edit gifts |
Full or Casual user + Service Central auth level 1 + Fund Raising auth level 1 + SERVCEN and FUNDR license |
|
Process sales transactions |
Full user + Service Central auth level 1 + AR/Cash auth level 1 + SERVCEN and CASH license |
|
Process orders |
Full or Casual user + Service Central auth level 1 + Orders auth level 1 + SERVCEN and ORDER license |
|
Enter and edit payments |
Full or Casual user + Service Central auth level 2 + SERVCEN license |
|
Generate reports |
Full or Casual user + Service Central auth level 2 + SERVCEN license |