Need to set up employee with limited admin access.

Esther Pomeleo-Fowler

Question

Hi, I am confused as to how to set up an employee with the level of access that limits her to only running reports, but does not allow her to edit any forms, campaigns, etc.

Response

After adding the Constituent to your database, pull up their record under Constituent360 - Constituents and then click the hyperlink "Grant Admin Status". On the next screen under "Administrator Status" dropdown box, select "Administrator" and then click Save.

Now, while you are still in that particular Constituent record, go into their Groups tab. On the groups list, find the group in question (in this case, the Reporting Management group) and click the checkbox next to that group, and then click the button "Add Checked Groups". Now click Save.