Luminate administrator roles and documentation

I built ours in department/role groups, rather than the default 'ability' groups. So rather than an admin being in Report Writer Administrators, Cons360 Administrators, Teamraiser Administrators, and so on - they are just in a single "Teamraiser Coordinators" group which has all the permissions they need. This way everyone on a team has the same abilities and new members can be popped right in with one step. This is especially nice with the "Consultants" group. I can see who has access, and remove them in a single spot.


And since each team is in a single admin group, I can use that to show each team their own Admin Dashboard page.


BPM


 

Yes exactly.


Our TR Event Managers group has:

  Manage Non-sensitive Contact Data No Tasks View Survey Responses View Campaign Reports Run and View Email Reports Receipt Viewer Share and Schedule Recurring Reports Design and Syndicate Report Definitions View Stationery Configure National and Regional Teams Register, Manage and Email Participants and Manage Companies Register Participants After Limit Has Been Reached View Transactions View eCommerce Reports

Contact Management

Content - Survey Management Only

Donation Form Management

Email Management

Receipt Management

Recurring/Shared Reports

Report Writer

Stationery Management

TeamRaiser Cross-Event Teams

TeamRaiser Management

TeamRaiser Registration Limits

Transaction Management

eCommerce Management

I'd start small and add permissions as needed. I set up a test event admin account so I could compare what I was giving them, vs what I can see and a site admin. Sections that they don't have access to are usually hidden, so it's hard for them to ask for a permission that they can't tell even exists. If you make a permissions change, you'll need to log out and back in to see the result.


The Refund Processor will need:

  Change Transactions

Transactions

The permissions are not always as granular as you want of course.


BPM