As an admin, you will have full access to view and manage all functions within your organisation. You can set as many users as necessary with this system admin role. Admins are the only users that could read notes assigned to System admins from the Add Note - Contacts dashboard. Admin users will have all options selected as default but can be customised, please see further detail below.
This role can be used for users who do not need access to any contacts or functionality within vega but need to see reports and metrics on the organisation. A user with this role will see reports on payments and recurring payments, with the option to choose a date range and specific campaigns.
The general staff is a great user role to assign to your non-management staff. This user role can manage and access all sections in Vega except the Admin page and the functionality based here. This user can access Home, Contacts, Engage, Money, Insights, and Solutions but won't have access to creating or managing attributes or widgets.
A telefundraiser can be assigned this role to limit their access in vega to their assigned contacts only. They will only have access to the Contacts tab and will need to have lists assigned to them by another user. See more detail on telefundraising in vega here.
This role can be assigned to any volunteer coordination/management staff to limit their access in vega to only see their assigned and linked contacts. They will have access to the Contacts and Solutions tabs only. They will only be able to search within their 'My Contacts' and will not be able to see any payment details on the contacts.
This could be used for senior management who don't use the system on a day-to-day basis but they may only need access to the system to view reports and act accordingly. This user can view the entire data in your organisation but cannot make changes to it or access any of the functionalities within your Vega account.
Customise User Permissions
The System Admin can customise the permissions for other users in the 'User Maintenance' section under the 'Admin' page.
Note: Engage and Reports will be disabled for Telefundraising users by default. However, the system admin can change this for the user.