What are Administrator Roles?
Administrator roles determine the authorizations that the people you add as system administrators can and cannot do.
What Are the Default Admin Roles?
The person who registers on Fonzip on behalf of the institution has the authority of the Account Owner and is authorized to perform every transaction in the system. Once your account is approved, 2 default admin roles are defined for your Fonzip account.
The administrator role can perform any action on the system. The Viewing role can view all the information in the system.
How Do I Add / Edit Roles?
When you go to Settings > Organization Settings > Administrators in our menu on the left, you can go to the list of roles by pressing the Role List button above.
You can see all the manager roles on the screen that will appear.
To add a new role;
Click the Add Administrator button at the top left.
To regulate the powers of the role;
Click on the role name, or after opening the menu from the Actions button on the right, click the Edit Role button.
To delete the role;
After opening the menu from the Actions button on the right, click the Remove Administrator button and confirm the dialogue that will appear.
Note: If the role you want to delete belongs to an administrator, the role will not be deleted.
In which situations are E-Mail notification made?
If a person is given administrative authority
If the person's administrative authority is taken away
If account ownership is changed
Which Authorities Can I Grant / Limit to System Administrators?
Users & Companies
Can edit contacts
Have access to notes and calendars
Can add and edit notes
Can edit tags
Can edit the information fields
Have access to donations
Can add and edit donations
Can edit donation pages
Can access user campaigns
Can approve and edit user campaigns
Can edit donation forms
Can organize donation categories
Debts & Dues
Have access to debt and collections
Can add and edit debt and collections
Can edit the dues page settings
Have access to events
Can add and edit events
Have access to ticket sales
Can add and edit ticket sales
Can add and edit E-Cards
Access to E-Card transactions
Can organize your e-card transactions
Can add and edit forms
Have access to form answers
Can approve and edit form responses
E-Mail & SMS
Can organize your mailing lists
Can edit your email provider settings
Can edit the SMS provider settings
Can edit templates
Can arrange automatic submissions
Can edit organization information
Can organize payment systems
Can edit the subscription plan and payment preferences
Have access to invoices
Can edit system administrators and roles
Can edit legal texts and contracts
Can edit your Analytics information
Can edit the language, time zone and menu
Have access to system logs
May the data reset
API & Applications
Access to 3rd party applications
Access API information
Have access to Web Triggers
Can export data to Excel
How Can I Change Authorization?
You can change the status of authorizations by clicking the switches on the right in the authorization editing page.
How can I change the role I assigned to the administrator?
Click the Actions button on the right of the screen where system administrators are listed and click Edit Role in the menu that opens. Then select the role on the screen that appears and press Confirm.