These are the areas across iMIS available for use by Casual users. See the Access Control topic for each iMIS Desktop area for complete details. The greatest possible access a Casual user can hold is authorization level 2 for all modules (except AR/Cash), level 3 for Fundraising, and level 4 for Customer.
Note: Assume authorization level [1] except where noted.
|
Casual Web |
Casual Desktop |
|
Contacts and Committees Find contact or committee Name maintenance [3] Address maintenance [3] Call Log activity creation [3] View activities User-defined maintenance User Logon / Password maintenance [4] View Change Log |
Customers (see Access control: Customers) Find and view contact records Create and edit contact records [3] Delete contact records [4, if enabled] Manage committees Manage chapter rosters View activity tasks Find and print duplicates [4] Run reports, including Word merge [2] Import activities (requires [4] |
|
Events View events for any contact Register any contact with the same Company ID |
Events (see Access control: Events (Desktop)) Find and view registrations Run reports [2] Exhibition (see Access control: Exhibition) View event records Calculate years exhibited Run reports [2] |
|
Orders View orders for any contact |
Orders (see Access control: Orders) Find and view orders Set up warehouses Run reports [2] |
|
Fundraising View donation history for any contact Enter gifts through Rapid Gift Entry |
Fundraising (see Access control: Fundraising) Find and view gifts Find and view payments Find and view adjustments Find and view requests Run reports [2] Run executive reports [2] |
|
Billing View or pay billing for self |
Billing (see Access control: Billing) Find and view payments Process accrual dues Run reports [2] |
|
|
AR/Cash (see Access control: AR/Cash) none Certification (see Access control: Certification) Run reports [2] Service Central (see Access control: Service Central) View customer requests View payments [2] View billing records View orders View fundraising records View event records Exposition (see Access control: Exposition) View exposition records Run reports [2] Subscriptions (see Access control: Subscriptions) All content Referrals (see Access control: Referrals) View referrals Run reports [2] Leg. Tracking (see Access control: Leg. Tracking) All content Issues (see Access control: Issues) View and enter issues Run reports [2] Xtender (see Access control: Xtender) All content |