Admin Groups
Admin Groups, allow us to control the information a person can view on a profile, in the People module, the information they can change, and the ways in which they can communicate.
We can alter, and create, Admin Groups, by going to the Settings module, in the menu, and clicking Admin Groups.
All of our Admin Groups - Team Leader, Group Overseer, Group Leader, Data Subject Lead and Congregation Overseer - are built into iKnow and cannot be removed. The names of the built in Admin Groups can be changed, using the Dictionary, to reflect our preferred terminology.
Anyone who is given one of the four roles, Team Leader, Group Overseer, Group Leader, Data Subject Lead, or Congregation Overseer, will automatically be added to the relevant Admin Group.
The permissions in Admin Groups, are split into three sections, accessed by the tabs at the top of the page. People View, allows us to set permissions for what users can see, on the profiles of people, in the People module. People Edit, allows us to set permissions for what users are able to edit, in people’s profiles, in the People module. Communication, allows us to set permissions for how users can communicate with others, through the Communication Suite.
These permissions are signified by a green tick icon. We can add, or remove, permissions, by clicking the relevant space, to add or remove a green tick.
People View
The options we have in People View, correspond with the tabs on a person’s profile. Demographics, refers to the Marital Status, Date of Birth, Age, Employment Status, Nationality and language. These items appear immediately below a person’s name, and are not in a tab.
People Edit
The options in People Edit, relate to the options available when you click the Edit button, on a person’s profile, in the People module. If no options are selected in People Edit, users in that Admin Group will not see the Edit button, on profiles in People.
Communication
The options in Communication, relate to the options within the Communication Suite. They allow us to choose which communication options, within the Communication Suite, that people will be able to use.
Creating An Admin Group
To create a new Admin Group, we need to click the blue, Add New Admin Group button, at the top of the page. Then simply, give our new Admin Group a name, and click the Save button. For example, we can create a Finance Team Admin Group, to specify who is able to view Giving information. It is important to make sure that only the relevant people have access to sensitive tabs, such as Giving, or Notes.
Add People to Admin Groups
To add someone to one of the Admin Groups we have created, we will need to go to the People module, find the person we wish to add to the Admin Group, and click the Edit button. Next, click the Admin Groups tab, and then tick the checkbox next to the relevant Admin Group, or groups.
We will also need to click the Churches tab, and set the drop down, labelled Admin Group membership applies to:, to either, My Church or All Churches. If the drop down is set to No Churches, the Admin Groups will not take effect.