Access control: Service Central

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