Clusters and Finance

When a user's Role is limited by cluster, a number of aspects will change in order to ensure that you the user is working within the limited set of data.

The following areas are affected:

1. People

You can only see those people with whom you share a group. And this applies only those groups you are a full member or administrator of.
If you are administrator of the group, then you could potentially administrate those people
For Example
If your role also has 'edit all contacts' then you can edit the people in your cluster - and in the group you are administrator of.
If you have 'add people' in your role then you can add new people, but you must select a group that you can see.

2. Forms

You can create forms so long as you have that Permission as part of your role, however when you do you will be forced to identify which group the form is to be restricted to.

3. Campaigns

The list of campaigns is reduced to just those that include a group you are an active member of (full member or administrator)

4. Bank accounts

If a bank account has the 'limit to groups' fields set, then your available bank accounts will be limited to just those that can be accessed by groups you are an active member of.

5. Transactions

Access is limited to those transactions which share the following:

• They are for a person you can see.
• They are tagged to no campaign, or to a campaign you can see
• They are tagged to no bank account, or to a bank account you can see

To give some examples:

Scenario: You have 3 regions. Each region is a cluster. You can have separate clusters in infoodle and they can operate their people and financials independently.

Scenario: You have 3 regions and people can be in more than 1 region. By controlling the transactions with campaigns then you can safely view a person that is in your cluster, but only see the transactions that are applicable to your region.