As a Casual user you can use both administrative and staff views of iMIS, as permitted by your privileges ("authorization levels").
How privileges control your view
Your privileges are controlled by the set of Authorization levels (numbered 0 to 8) assigned for you. No Casual user can have anything above a 2 in most cases. Each numbered level (such as 2) is associated with specific privileges (such as Reports), and each controls whether specific windows and fields appear, as appropriate for that level.
See your system administrator for help with your authorization levels.
Regardless of these authorizations, some tabs and navigation items are always hidden from you as a Casual user. If you try to access an area that is closed to you, iMIS displays You do not have permission to view this content.
What can I do?
With a Casual license and the right privileges (authority level [n]), you can:
■ find and view records in most modules [1]
■ run reports in most modules [2]
■ Customers (administrative):
□ manage committees and chapter rosters [1]
□ create and edit contact records [3]
□ enter gifts through Rapid Gift Entry [3]
□ delete contact records, import activities, find duplicate contacts [4]
What can't I do?
With a Casual license, you can never:
■ delete any iMIS records other than contacts
■ merge duplicate records
■ access financials through AR/Cash
What can I do in staff versus administrative views?
These are the areas across iMIS available for use by Casual users. See the Access Control topic for each 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.
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Casual Staff |
Casual Administrative |
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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 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] |
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Events View events for any contact Register any contact with the same Company ID |
Events Find and view registrations Run reports [2] Exhibition View event records Calculate years exhibited Run reports [2] |
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Orders View orders for any contact |
Orders Find and view orders Set up warehouses Run reports [2] |
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Fundraising View donation history for any contact Enter gifts through Rapid Gift Entry |
Fundraising Find and view gifts Find and view payments Find and view adjustments Find and view requests Run reports [2] Run executive reports [2] |
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Billing View or pay billing for self |
Billing Find and view payments Process accrual dues Run reports [2] |
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AR/Cash none Certification Run reports [2] Service Central View customer requests View payments [2] View billing records View orders View fundraising records View event records Exposition View exposition records Run reports [2] Subscriptions All content Referrals View referrals Run reports [2] Leg. Tracking All content Issues View and enter issues Run reports [2] Xtender All content |