iMIS features by view and class

When users log on to iMIS through any of its views (administrative, staff, or member), exactly what each can see and do varies according to two things:

■ Licensing - the keys registered in your iMIS database, which enable features and numbers of users

■ Credentials - the user class and any roles, groups, authorization levels, and access keywords defined in each user record

Here is what Full, Casual, and Public user classes can do in each of the views of iMIS when you grant them the fullest access possible:

	Full user		Casual user		Public user
Features	Admin	Staff	Admin	Staff	Member
Contacts
Find/view contact or committee					directory*
Add new contact					my company*
Edit contact profile data					myself, my company
View activities					my transactions
Add/edit call log
Maintain user logon/password
Add/edit committees
Add/edit non-call activities
Manage chapter rosters
Run contact-related reports
Events
View event registrations					myself, my company
Run event-related reports
Register contact for an event					myself, my company
Set up/manage events
Orders
View product orders					myself
Run orders-related reports
Place product orders for a contact					myself
Set up products or warehouses
Fundraising
View giving history					myself
View gifts, pmts, adjs, rqsts
Enter gifts via Rapid Gift Entry
Run fundraising-related reports
Process donation for a contact					myself
Billing
View billing history					myself
Run billing-related reports
Process accrual dues
Pay billing for a contact					myself
Marketing
Process Manager
Financials
Web Content Manager
System Setup, Administration

* Which contact records can be accessed?

□ Public users find contacts and committees through the directory, which shows limited contact information

□ Public users can access their own record

□ Public users can also access the profile and event registrations for others in their organization (my company), but only if authorized to manage their company roster (see Configuring settings for roster management)

□ Full and Casual users can access all contacts