FAQs - Administrator Access
FAQ - Trying to add an Admin and it says "email not found"
If you are having problems granting Administrator Access, check to be sure that you are using the User Account Login email address.
The email address listed on the Contact Information record and the User Account Login email address can be two different addresses. Admin Access is granted through the Login email address.
FAQ - What level of Administrator Access do you need to edit orders?
To edit orders (delete line items, add line items, or create line items), you need to have the following access:
- Dashboard
- Forms View
- Forms Edit
FAQ - What level of Administrator Access do you need to edit volunteer background checks?
To edit volunteer's background check status, Administrators need the following access:
- Dashboard
- Contact View
- Contact Edit
- Volunteer View
- Volunteer Edit
FAQ - What level of Administrator Access do you need to view the Ordered Items by Form Report?
The Ordered Items by Form report produces an excel download report of ordered items, grouped by form, for a given date range. It also allows you to select the custom field (if any) you'd like the report categorized by.
- Since this report can be categorized by fields that contain user data, Member View Access is needed (in addition to Forms View/Edit) to download this report.
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