Related videos: How to use DB User Permissions and How to use a Member Filter within DB User Permissions.
By editing a user's permissions, an admin user can control which buttons / tabs / information are accessible. Each permission is listed below with the user interface component(s) or information it controls.
| Administrator | An administrator has full access to the app, with no restrictions. In order to restrict functionality for a user, uncheck this setting then select appropriate permissions. Besides being able to access features in the rows below, an admin user will see the following: DB Users Module; Global Search button in the top menu bar; "System Settings" option in the User menu; "Setup new year" option within the top menu bar's Club Year options; Ability to add/delete/modify Public filters; Ability to save default Display Options for either new users or all users. | |
| Allow access using the Windows App | The Windows App may allow access to data a user might be limited in accessing in the Web app. Access to related modules (such as Club Setup) will be the same, but it does not currently recognize the member filter permissions. To prevent access to the Windows App, uncheck this selection. {Note: If a user is given access, separate permissions may be set in the Windows App to limit access to its modules.} | |
| Club Info | No Access | The Club > Info tab is hidden. |
| Read Only | The Club > Info tab shows information, but there is no Edit button. | |
| Edit | The Edit button is visible on the Club > Info page. | |
| Club Setup | No Access | The Club > Setup tab is hidden. |
| Read Only | The Club > Setup tab shows. The Calendar and Points pages allow the user to switch clubs to view the data, but there are no Add, Delete or Edit buttons on any of the pages. | |
| Edit | Add, Edit, Merge and Delete buttons are visible on the Club Names page. Add, Edit, and Delete buttons are visible on the Calendar page. Edit buttons are visible on the Points and Club Assignment pages. | |
| Households | No Access | The Households option is not available within the left side menu. This will be set automatically when a user's Members permission is set to No Access or Limited Access. |
| Full Access | The user will have full access to any household in the database. The Household Info section of the Members > Personal tab will include a link to the related Household > Info page. | |
| Ledger | No Access | The Ledger option is not available within the left side menu. This also causes the ledgers within the Club Module and the Members module to be hidden. |
| Read Only | The ledger within the Members module shows. The ledgers within the Club module and the Households module show only if the Households permission is set to Full Access. No buttons are visible to take actions on the ledgers when they show. | |
| Edit | The ledger within the member module shows and all the function buttons are visible. The ledgers within the Club module and the Households module show along with all of the function buttons only if the Households permission is set to Full Access. | |
| Members | No Access | The Members option is not available within the left side menu. This automatically sets the Households permission to No Access. |
| Limited Access | Access to specific members is limited by the filter criteria set after clicking the Set Member Filter button. Even if the user clears all of the filter criteria within their Current Member Filter, the members shown in the list will still be limited by the criteria set in the permission's filter. Also, the permission's filter will determine the criteria options the user will see within their Filter dialog. (Read Only and Edit capabilities are set using the various Member permissions below.) This automatically sets the Household permission to No Access. | |
| Full Access | The user will have access to any member in the database, including seeing links to Other Members within the Household Info section of the Member's Personal tab. (Read Only and Edit capabilities are set using the permissions below.) | |
| No Add | When checked, there will be no Add button at the top of the member list. Also, while the user will be able to add visitors who are already in the database, they will not be able to create new visitors. | |
| No Delete | When checked, there will be no Delete button at the top of the member list. | |
| Members, Awards | Read Only | There is no Edit button on the Members > Awards page. Also, the Received / Not Received button is disabled for each award, including on the Members > Books pages. Be aware that awards will still be automatically created/deleted when marking handbook sections, even if this setting is selected. |
| Edit | The Edit button is visible on the Members > Awards page. Also, the Received / Not Received button is enabled for each award, including on the Members > Books pages. | |
| No Add | When checked, there will be no Add button on the Members > Awards page. Be aware that awards will still be automatically created/deleted when marking handbook sections, even if this setting is checked. | |
| No Delete | When checked, there will be no Delete button on the Members > Awards page. Be aware that awards will still be automatically created/deleted when marking handbook sections, even if this setting is checked. | |
| Members, Check-in | Read Only | The various check-in fields are disabled. |
| Edit | The various check-in fields are enabled. | |
| Members, Handbooks | Read Only | There is no Edit button on the Members > Books page. Also, the section checkboxes are disabled. |
| Edit | The Edit button is visible on the Members > Books page and the section checkboxes are enabled. | |
| No Add | When checked, there will be no Add button on the Members > Books page. | |
| No Delete | When checked, there will be no Delete button on the Members > Books page. | |
| Members, Personal Info | No Access | The Members > Personal tab is hidden. |
| Read Only | There is no Edit button on the Members > Personal page. | |
| Edit | The Edit button is visible on the Members > Personal page. | |
| Registrations | No Access | The Registration option is not available within the left side menu. |
| Read Only | The Registration pages show the lists of registrations and the selected registration's information, but there are no Accept, Delete, or Edit buttons. Also, the Manage Site page is shown but is not editable. | |
| Edit | Action buttons are visible on the Pending, Waitlisted, and Accepted pages. The Edit button shows on the Manage Site page. | |