Limited Administrator Roles

Creating a Limited Admin Role, lets your organization chose which information a administrator has access to.

About this feature: Limited Admin Roles can be created and associated with admin profiles that require access to view, create, modify and/or delete only specific features within the organization’s account. Selecting the specific capabilities when creating these roles enables organizations to customize the access to their data. There is no limit to the number of Limited Admin Roles you can create.

Limited Admins will also be excluded from some pop-up messages such as those related to invoicing or other business matters.

Note: Using this feature will allow you to pick what parts of the software the admin can see; however, you can not select who (which group of volunteers, department, location, etc) the admin will be able to access.

If this is an important feature for you, please speak with a Better Impact staff member to see if an Enterprise account set up is the right fit for you.

Add New Limited Administrator Role

Go to People, then click on “Limited Admin Roles” found in the sidebar under Administrators
Click the [+] button in the “Organization Limited Admin Role” header, or click the [+ New Limited Admin Role] button at the bottom of the page.
Enter a Role name (maximum 200 characters)
Optional: Enter a Description (visible only to full administrators)
Select the Module(s) to which the role will have access. For example, if you select Volunteer Module, then this administrator can access Volunteer profiles.
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 at the bottom right

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

Click the [+] button in the “Organization Limited Admin Role” header, or click the [+ New Limited Admin Role] button at the bottom of the page.

Enter a Role name (maximum 200 characters)

Optional: Enter a Description (visible only to full administrators)

Select the Module(s) to which the role will have access. For example, if you select Volunteer Module, then this administrator can access Volunteer profiles.

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 at the bottom right

Edit Limited Administrator Role

Go to People, then click on “Limited Admin Roles” found in the sidebar under Administrators
Mouse over the Options icon beside the limited administrator role name
Click on “Edit”
Make the desired change(s)
- Role name (maximum 200 characters)
- Description (visible only to full administrators)
- Module(s): Which the role will have access
- Capabilities: Which capabilities the role will have access. Click on the [?] for more information on each of the options available
Click the [Save] button

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

Mouse over the Options icon beside the limited administrator role name

Click on “Edit”

Make the desired change(s)

Role name (maximum 200 characters)

Description (visible only to full administrators)

Module(s): Which the role will have access

Capabilities: Which capabilities the role will have access. Click on the [?] for more information on each of the options available

Click the [Save] button

Copy Limited Administrator Role

Go to People, then click on “Limited Admin Roles” found in the sidebar under Administrators
Mouse over the Options icon beside the Limited Admin Role
Click on “Copy”
Enter a name for the new (copied) field
Click on the [Copy] button

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

Mouse over the Options icon beside the Limited Admin Role

Click on “Copy”

Enter a name for the new (copied) field

Click on the [Copy] button

Enterprise Accounts - Add Organization Limited Administrator Role

Note: Creating an Organization Limited Admin role at the enterprise level will make it available for use in any branch/department/location/account in your enterprise.

While in your Enterprise account, go to People, then click on “Organization Limited Admin Roles” found in the sidebar under Administrators
Click the [+] button in the “Limited Administrator Role” header (or click the [+ New Organization Limited 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

While in your Enterprise account, go to People, then click on “Organization Limited Admin Roles” found in the sidebar under Administrators

Click the [+] button in the “Limited Administrator Role” header (or click the [+ New Organization Limited 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

Enterprise Accounts - View/Print Organization Limited Administrator Roles

While in your Enterprise account, go to People, then click on “Organization Limited Admin Roles” found in the sidebar under Administrators
Mouse over the Options icon beside the role
Click on “View”
Click the Print icon in the top right-hand corner of the dialogue box

While in your Enterprise account, go to People, then click on “Organization Limited Admin Roles” found in the sidebar under Administrators

Mouse over the Options icon beside the role

Click on “View”

Click the Print icon in the top right-hand corner of the dialogue box

Enterprise Accounts - Delete an Organization Limited Administrator Role

While in your Enterprise account, go to People, then click on “Organization Limited Admin Roles” found in the sidebar under Administrators
Mouse over the Options icon beside the role
Click on “Delete”
Click the [Delete] button to confirm

While in your Enterprise account, go to People, then click on “Organization Limited Admin Roles” found in the sidebar under Administrators

Mouse over the Options icon beside the role

Click on “Delete”

Click the [Delete] button to confirm