Adding A New Account Administrator
There are no limits to the number of Account Administrators your organization can have.
- You MUST be an Account Owner to grant Access Control to Admins.
- However, you cannot revoke/grant access to yourself. Another Account Owner will have to to do this for you.
- If you are the only Account Owner, add the new Account Owner first, then have them go in and revoke your access.
Video - Admin Access Controls
Before you can add a person to your list of Account Administrators, the person needs to be a verified contact in your Membership Toolkit database. This means they have a login email and password, not just a contact email on a contact record. Once they have a user account, an Account Owner can set them up as an Account Admin and choose what level of access they will have.
1. From the Dashboard, click Admin in the top right hand corner and choose Access Control.
2. Enter their email address, then click the Add User button.
3. Select which levels of access they can have.
Options for Access Control:
Dashboard Access
This allows the user to view the Dashboard. They can view any scheduled email, view order totals on the Store & Forms tab, and will have access to the "Help" tab in the navigation.
Account Owner
The Account Owner has access to everything! Only Account Owners have access to the Admin tab which includes Account Settings, Access Control, Payment Options, and Account Utilities as well as Website / Configuration. We recommend that organizations only have 2 or 3 Account Owners.
The Account Owner has access to everything! Only Account Owners have access to the Admin tab which includes Account Settings, Access Control, Payment Options, and Account Utilities as well as Website / Configuration. We recommend that organizations only have 2 or 3 Account Owners.
Financial Reports & Financial Management
Allows access to view the Accounting tab on the Dashboard. You will need both Financial Reports/Financial Management and the MTK Accounting Package to set up and manage your budget and accounts. If you only have Financial Reports Access, you will only be able to view the Summary, Budget, Accounts, and Reports. You will not be able to edit.
Member View & Edit
Allows access to the People tab and the Search box on the Dashboard so you can manage Contacts, Member information, and Member Reports. With this access alone, you cannot view any orders, volunteers, or financial information.
Allows access to the People tab and the Search box on the Dashboard so you can manage Contacts, Member information, and Member Reports. With this access alone, you cannot view any orders, volunteers, or financial information.
Forms View & Forms Edit
Allows access to the Store & Forms tab on the Dashboard. You will be able to view/create/edit forms, view/edit orders, and view form reports. To create new orders, Member View & Edit access is also needed.
Volunteer View & Volunteer Edit
Allows access to the Volunteers tab on the Dashboard. You will be able to create/edit volunteer forms and manage volunteer information.
CMS View, CMS Edit, CMS Publish, and CMS Structure
The CMS is the “Content Management System” that controls your website.
- CMS View - Allows access to the Files, Calendar, and Website tabs on the Dashboard. You upload and manage files, but only view the Website Content, Blogs, and Calendars.
- CMS Edit - Allows you to create, edit, and publish Calendars and create and edit Website Content and Blog pages. Only Administrators with permission to publish will be allowed to publish content to your website. If this option is not selected, the Admin will be able to write new content but not publish it.
- CMS Publish - You will have access to Website Content and Blogs.
- CMS Structure - You will have access to the Navigation, Design Settings, CSS, and Structure tabs. The structure of your website is the foundation of your website. It takes a little more knowledge to edit the structure and this is best left to the volunteers who are directly responsible for your website.
- To have access to the Website / Configuration tab, you also must have Account Owner status.
Send Newsletters
Allows Admins access to the Communications tab on the Dashboard. This allows you to create and manage Communication Lists and send Newsletters using a variety of templates to subscribed Contacts. You will be able to use all of the features that come with Newsletters including uploading images and files, though you will not have access to the People or Files tabs. You do not need "Send Email" access to be able to send newsletters.
Send Email
Allows Admins access to the Communications tab on the Dashboard. This allows you to utilize communication lists to send Quick Emails to subscribed Contacts. You will be able to use all of the features that come with Quick Emails including uploading images and files, though you will not have access to the People or Files tabs. If you want to be able send emails through your Membership Toolkit account using the People / Contacts tab, you will also need access to Member View.
Administrator Access - Elementary PTA Settings
One of our elementary school PTAs created the attached document on which volunteers have administrator access for their account.
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