Enterprise Administrator Access | Better Impact Help Center

Enterprise Administrator Access

This article will help you provide/edit administrator access to your Enterprise account as well which access level should be provided.

Enterprise administrators can be given one of the following levels of access:

• Full Administrator Access

• Security Group Access

• Configuration Admin Access

Full Administrator Access

Security Group Access

Configuration Admin Access

Add New Enterprise Administrator

• Create New Administrator

Create New Administrator

1. Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators

2. At the bottom of the page, select [Create Enterprise Administrator]

3. Complete all of the required fields (indicated by the flag)

4. In the Role drop-down list, leave it set to “Full Administrator” if you want them to have full system access. You may also have the option of restricting the administrator to certain organizations or functionality by selecting:

   • “Security Group” (then the desired Security Group)

   • “Configuration Admin” (selecting the desired role) *Upgraded accounts only

5. Click the [Create Enterprise Administrator] button

Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators

At the bottom of the page, select [Create Enterprise Administrator]

Complete all of the required fields (indicated by the flag)

In the Role drop-down list, leave it set to “Full Administrator” if you want them to have full system access. You may also have the option of restricting the administrator to certain organizations or functionality by selecting:

“Security Group” (then the desired Security Group)

“Configuration Admin” (selecting the desired role) *Upgraded accounts only

Click the [Create Enterprise Administrator] button

Promote Current Organization Administrator

1. Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators

2. At the bottom of the page, select [Promote Account Administrator]

3. Search for the person you would like to make an Enterprise Administrator

4. If more than one name appears in the list, select the appropriate person

5. In the Role drop-down list, leave it set to “Full Administrator” if you want them to have full system access. You may also have the option of restricting the administrator to certain organizations or functionality by selecting:

   • “Security Group” (then the desired Security Group)

   • “Configuration Admin” (the selecting the desired role) *Upgraded accounts only

6. Click the [Add Selected Admin] button

Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators

At the bottom of the page, select [Promote Account Administrator]

Search for the person you would like to make an Enterprise Administrator

If more than one name appears in the list, select the appropriate person

In the Role drop-down list, leave it set to “Full Administrator” if you want them to have full system access. You may also have the option of restricting the administrator to certain organizations or functionality by selecting:

“Security Group” (then the desired Security Group)

“Configuration Admin” (the selecting the desired role) *Upgraded accounts only

Click the [Add Selected Admin] button

Edit an Enterprise Administrator’s Access

1. Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators

2. Mouse of the Options icon beside the administrator

3. Click on “Update Administrator Role”

4. Select the desired Role from the dropdown list

5. If Full was not selected, choose from the additional list of groups or roles

6. Click the [Update Administrator Role] button

Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators

Mouse of the Options icon beside the administrator

Click on “Update Administrator Role”

Select the desired Role from the dropdown list

If Full was not selected, choose from the additional list of groups or roles

Click the [Update Administrator Role] button

View Enterprise Administrators

1. Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators

2. Mouse over the Options icon beside the administrator

3. Click on “View

Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators

Mouse over the Options icon beside the administrator

Click on “View

Remove/Delete an Enterprise Administrator

1. Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators

2. Mouse over the Options icon beside the administrator

3. Click on “Remove Administrator”

4. Click on the [Remove Administrator] button to confirm

Go to People, then click on “Enterprise Administrators” found in the sidebar under Administrators

Mouse over the Options icon beside the administrator

Click on “Remove Administrator”

Click on the [Remove Administrator] button to confirm

Note: This will remove the Enterprise access for the administrator but not the access this person may have at the account level. If desired, you must also remove them from within those accounts.

Enterprise Configuration Administrator Roles

Note: This type of administrator role is available on Upgraded Enterprise accounts only.

About this feature: An Enterprise Configuration Administrator can be restricted to certain menu options at the enterprise level. This will give you the ability to create enterprise administrators that only have access to specific configuration functionality and menu items at the enterprise level.

IMPORTANT: In order to use this feature, it must be enabled for you by us.

Options Available

When creating or editing an Enterprise Configuration Admin Role, the following capabilities (options) are available:

Basic Configuration:

• Custom Fields, Qualifications, Classifications, Feedback Fields, Client Reporting Fields*, General Interest Templates, Links for Website, View eLearning Modules, Manage eLearning Modules, Document Library, Regions, Manage Organizations, Manage API keys, Badges

Custom Fields, Qualifications, Classifications, Feedback Fields, Client Reporting Fields*, General Interest Templates, Links for Website, View eLearning Modules, Manage eLearning Modules, Document Library, Regions, Manage Organizations, Manage API keys, Badges

Enterprise Configuration:

• Contact Information, Time Zone, Banner and Branding, Mission Statement, General Settings, Social Media

Contact Information, Time Zone, Banner and Branding, Mission Statement, General Settings, Social Media

Communication Configuration:

• Manage Current Message to Volunteers, Manage Current Message to Clients*, Manage Current Message to Donors*, Manage Current Message to Organizations Administrators, Manage Current Message to Administrators, Email Templates, Manage Birthday Message

Manage Current Message to Volunteers, Manage Current Message to Clients*, Manage Current Message to Donors*, Manage Current Message to Organizations Administrators, Manage Current Message to Administrators, Email Templates, Manage Birthday Message

Activity Configuration:

• Activity Templates, Activity Report Groups, Manage Shift Templates

Activity Templates, Activity Report Groups, Manage Shift Templates

Other Configuration:

• Upload, Edit, or Delete files in the rich text file manager

• Insert images or links to files into the body of an email

• Insert videos, images, or links to files into rich text areas other than email

• Find a Buddy

Upload, Edit, or Delete files in the rich text file manager

Insert images or links to files into the body of an email

Insert videos, images, or links to files into rich text areas other than email

Find a Buddy

• Update Buddy Profile

Update Buddy Profile

* Some options listed above require Client Module or Donor Module

Add New Enterprise Configuration Role

1. Go to People, then click on “Enterprise Configuration Admin Roles” found in the sidebar under Administrators

2. Click the [+] button in the “Enterprise Configuration Admin Role” header (or click the [+ New Enterprise Configuration Admin Role] button).

3. Enter a role name (required, maximum 200 characters)

4. Optional: Enter a description (visible only to full administrators

5. Select the Module(s) to which the role will have access.

6. Select the Capabilities to which the role will have access. Click on the [?] for more information on each of the options available.

7. Click the [Save] button

Go to People, then click on “Enterprise Configuration Admin Roles” found in the sidebar under Administrators

Click the [+] button in the “Enterprise Configuration Admin Role” header (or click the [+ New Enterprise Configuration Admin Role] button).

Enter a role name (required, maximum 200 characters)

Optional: Enter a description (visible only to full administrators

Select the Module(s) to which the role will have access.

Select the Capabilities to which the role will have access. Click on the [?] for more information on each of the options available.

Click the [Save] button