When to use it
Use the Roles and Permissions to to create or edit roles which can later be applied to your Campaign Managers. Once applied to Campaign Managers, these roles give administrators more control over the aspects of Salsa to which Campaign managers have access. For example:
- Advocacy staff: Grant access to only the Advocacy and Supporter packages
- Fundraising staff: Grant access to only the Donations and Supporter packages
How to get there
From the settings (gear-shaped) icon, select Manage Account.
From the Manage Account page, click on Roles and Permissions.
From there, you can create a new role, or edit the permissions of an existing role.
Click on the Details link to open and edit any role.
Fill out the standard information, including the display name (the name of the role you are creating - for reference purposes) along with the description of the role.
Under "group access" dropdown lists all of your groups. By selecting a group you will give managers access restricted to people in the group selected. Note that if your campaign managers *create* a group, they will still not have access to the supporters from that group unless they have the group added to their permissions.
Under the "Default Dashboard" heading, click on the link that says "Click here to configure dashboards for this role" to see what their dashboard will look like.
By default, dashboards associated with a role are locked-down so that the campaign manager cannot edit it. If you would like to grant access so that campaign managers with this role can edit their dashboards, you will want to check the "edit dashboards" box.
This will take you to the dashboard with a note at the top of the screen that you are editing that role's dashboard. Click the "Add content" button in the upper right corner to add stickies or reports to the dashboards. When you have finished adding those sections, click the "end editing" link at the top of the dashboard.
To test the dashboard, give your campaign manager access to the role. Log back in and select that role from the role dropdown menu at the bottom of your HQ screen.
Here you can select which packages (or tabs) you want the user to have access to. Note that if you do not select the "Dashboard Collections" tab, they will not see the standard login page and will see a message that says "You do not have access to this page" - however, their tabs will all work.
You can preview what their login screen will look like by clicking on the link in the "default dashboard" box.
Here you can limit the user to only have access to objects tagged with a particular tag. For instance, if you entered the tag "whales" the person with this role would only see supporters or other objects tagged with "whales."
After you are done creating your role you will then need to apply the role to the relevant campaign managers.
First, navigate to the campaign managers page.
Click on "details" to edit the campaign manager.
Add the role or roles you've created to the campaign manager's account.
Super Admin users have access to everything in the account, including account setup privileges. Normal users have access to everything in the account except for account setup privileges.
Campaign Managers Switching Roles
If you apply more than one role to a campaign manager, the campaign manager may switch between them according to his or her current task.