Manage and Set Up User Roles

User Roles
Question

How do I set up unique User Roles for my users?

Resolution

A User Role is a set of permissions that lets employees access specific areas of your data. You assign User Roles to each user when they are set up under 'Manage My Users.' Typically, User Roles are named after positions/roles in your organization.

  1. In the main menu, go to Admin > Manage Codes > User Codes > User Roles.
  2. Click New to add a new User Role, or select a User Role in the datagrid to edit an existing Role.
  3. If you add or make any changes to the name and description of the Role, click Save at the bottom.
  4. To change the permissions associated with the selected Role, click the User Role Security Settings tab.
  5. Each separate database 'Security Element' is listed on the left. These are the different features/areas in Atlas that can be turned on or off.
  6. To modify the permissions on any Security Element, click the Access Type cell and a dropdown menu will appear. You can set each element to Full Access, Read Only (the user will be able to see the feature and the data within, but make no changes), or No Access (the user will not see the feature at all when they are logged in to Atlas).
  7. Once the permissions have been set appropriately, click Save Security at the top.

Available User Roles

Atlas includes the following default User Roles, each with its own set of editable permissions for Full, Read Only and No Access to certain areas of the software. Note: these roles are just suggestions. Each association should determine their own security settings for each User Role and employee.

Role Description
Administrator Atlas System Administrators
Events Manager Manages Events For the Organization
Events Staff Coordinates Events For the Organization
Executive Staff Executive Managers in the Organization
Finance Manager Finance and Administration Manager
Finance Staff Finance and Administration Staff
Foundation Foundation Staff
FrontDesk Front Desk / Administrative Support Staff
Membership Manager Manages Membership For the Organization
Membership Staff Provides Membership Services
Volunteer Org Volunteer

Click below to download a listing of all the recommended User Security Permissions.

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