Three levels of user licenses
iMIS has three user classes, which are the foundation of the credentials for each user record that you define in System Setup (see Creating iMIS user records). These user classes are licensed separately, so your license agreement with ASI determines the number of each you can define.
1. Full user licenses offer complete access to iMIS functionality, limited by the specific permissions defined in user records.
2. Casual user licenses (which cost less) offer limited access to iMIS functionality and allow fewer permissions for user records (maximum authorization levels of 4 in Customers, 0 in AR/Cash, and 2 in all else).
3. Public user licenses (which cost the least) offer very limited access to iMIS functionality in the Public view only, which is designed for self-service by members.
Three iMIS views
What users see depends on how they're licensed (Full, Casual, or Public) and how they're connecting (Desktop, Web, or Public):
1. Administrative views (Desktop view, Administrative Console) run from a workstation, local or remote
Full and Casual users can both use administrative views, although Casual users see far less. These views provide access to setup and financial functionality of iMIS, which is typically required by back office staff. This access is restricted by specific user permissions you grant or deny. The administrative view serves the following roles:
□ Administrators who customize, support, or extend iMIS
□ Business managers who handle finance, commerce, marketing, etc.
2. Staff views (Web view, Staff site)
Full and Casual users both can browse to and access the staff views, although Casual users see less. This view displays some additional features (such as Contacts and Directory) that make it easy for staff to view and modify basic contact and transactional information on behalf of any iMIS user. Browser-based access offers convenience to staff users who are working away from their desks and even off-site. Casual users can read basic contact and transactional information for any user, but they can modify only limited information on behalf of other users. The staff view serves the following roles:
□ Marketing and fundraising staff
□ Staff who need to perform changes to customer records
□ iMIS administrators who might need remote web-based access to iMIS system setup
□ Executives or managers who occasionally consult iMIS data
□ Volunteers who perform limited customer service tasks
3. Member views (Public view, Member site)
The member views constitute what any user type sees when browsing to your organization's public site. This view exposes iMIS functionality as appropriate for members and for the general public. Anonymous users will see very little information until they register themselves as a Public user (or an iMIS administrator creates a Public user record for them). Public, Casual, and Full users all see the same features and information, which is intended for limited commerce and contact self-service activities by organization members. Users can register for events, pay dues, shop for products defined in iMIS, and check out.