Understand roles and permissions
Unisoft distinguishes three types of access.
| Type | Usage and Scope |
|---|---|
| Administrator | Full administration of the organization, including users, terminals, and sensitive settings. |
| Secondary | A team member whose sections and actions are controlled by an administrator. |
| Limited | An external user who can only see selected forms and Funds, with possible access termination. |
Assign permissions to a Secondary account
In Users, open the person’s key, select the useful sections and corresponding permissions, then confirm. Distinguish between viewing, creating, modifying, deleting, and exporting: access to a section does not replace the right to perform all actions there.
Permission groups cover contacts and communications, finance, forms and registrations, as well as other modules available for your organization. Authorized departments or associations can also limit the scope of data.
The menu adapts to the user’s permissions. A revoked permission can make an action or page inaccessible; check the expected path after the change.
Set up Limited access
Explicitly select the available forms and Funds. The end date is optional: if it is specified, the account will no longer be able to log in after that date. Adjusting the allowed contents does not turn this account into an administrator.
For a volunteer assigned solely to event entry, use the access points provided by Ticketing.
Manage the account
You can create a Secondary or a Limited account, and modify the first name, last name, and email from Users. Changing the email will alter the login identifier. You can deactivate an account from a team and then reactivate it if necessary.
Grant only the necessary rights and verify the result with the relevant person, especially before delegating an export, a refund, or sending messages.