Role Information Details

A Role gives access or limits the access (permission) a user has within infoodle. The level of permission you give a person is largely based on their function or position and the level of trust they have. Generally you will give more permission to s...

The following information relates to permissions for People. Each item in the list either gives access to, or limits the access for the user assigned this permission. Generally, a role is created with more then one permission and you can create as...

Groups In order for your users to access any groups they need to be given permissions from one or more of the following; For more information, see About Groups Search groups I am a part of This is the minimu...

In order for a user to be able to contact people by email, text, letter or label they need to be give permission to access one or more of the following: Contact people This needs to be selected along with one or more of the other contact permiss...

The infoodle administrator role is designed to have overall administration rights. Therefore, this role cannot be deleted. You are able to change the name of the role and the permissions the role has. The following permissions give access to the adm...

The Events Package is required to access the Events features and associated Role Permissions In order for a user to be able to access any of the event features they must be given permission in their role to one or ...

Library The Libraries Package is required to access the Library and Assets features and associated Role Permissions. The Files Package , now provided with the core CRM module, also provid...

Note The Finance Package is required to access the Finance features and associated Role Permissions. In order for a user to be able to access any of the Finance features they must be given permission in their role ...

There are a few permissions that do not fall under one particular category, but are available to all sites regardless of their packages. These are permissions regarding reports, forms and workflows. Run reports In order for a user to have acce...

You may want to give limited access to your contacts so that they can login and access an online directory rather than a printed directory. See Printing a Directory for more details Here's how: Make sure that...