Admin roles are used to manage access to various UltraCamp features. The standard roles available to Admin Users are listed below, along with a brief description. This isn't a comprehensive list of everything a specific role can or can't access, but it does provide a quick guide to role selection.
To add, edit, or review users:
-
- Go to the Settings menu
- Expand the System / Management section
- Click the Users link
Roles
Standard Roles are pre-generated by UltraCamp to fit most access scenarios. Additional Custom Roles can be created if desired.
Roles Descriptions
- Master Admin
- Access to everything in your database.
- Data Admin:
- Access to view and edit all reservation and individual data in your database.
- Cannot create or edit settings or sessions.
- Cannot access Medical Data or Financial Reports
- Finance Admin:
- Access to view and edit all financial data in your database.
- Cannot create or edit settings outside the Accounting menu.
- Cannot access Medical Data
- Development Admin:
- Access to all aspects of the Donor Management system.
- Access to create and edit individual and account information including making and refunding payments.
- Cannot access Medical Data.
- Configuration Admin:
- Access to templates and scheduling for creating sessions.
- Cannot access or create account or individual information.
- Cannot access reporting.
- Medical Admin:
- Access to view and edit all settings in the Health menu.
- Access to general reporting and custom reporting.
- Access to edit health information on an individual and account level.
- Gallery Admin:
- Ability to upload, edit, and delete photos from the Photo Gallery.
- Store Admin:
- Access to the Online Store in the Extra Services menu.
- Can create, edit, and report on products and order types.
- Retreat Admin:
- Access to create and edit all Retreat Module settings, Account and Individual information, and Retreat Reservations.
- Access to all Retreat / Conference Center Reports and custom reporting.
- Access to payments and refund capabilities.
- Cannot access Health menu.
- Cannot access Medical or Financial reporting.
- Data Entry:
- Access to create and edit Account and Individual information, including reservations and payments.
- Cannot cancel payments, run reports, or access Medical Information once it is entered.
- Cannot access settings or sessions.
- Medical Reports:
- Access to the reporting functions in the Health menu and custom reporting.
- Cannot create, edit or access account information outside the Health reports.
- Finance Reports:
- Access to the reports in the Financial section of the Reports menu and view the Finance Detail on an account.
- Cannot change financial, individual, or account information.
- Cannot access settings or sessions.
- Standard Reports:
- Access to Standard Reports and custom reporting.
- Cannot access Financial or Medical reports.
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