In RakefetOnline you can use the provided user roles or create your own.
Depending on the user roles and permissions, the Dashboard and the entire system will affected.
The permissions are classified with four groupings: Database Module, Receivables Module, GL/Budget/Payables/Banking Module and Permissions Module.
Provided Roles:
CRM Admin (full access of database, receivables, payables and managing users and invites)
CRM Database Admin (full access of database and invite users)
CRM-Receivables Admin (full receivables access and invite users)
CRM - Member (member invited into their own profile can update their family and profile details)
Synagogue Admin (can view family and Yahrzeit data, can post receivables and run reports, can invite users but cannot create roles)
Synagogue-No Financials (can view family and Yahrzeits, cannot view or modify financial data)
Member (member who can view their family and Yahrzeit data, make payments but cannot update their family and Yahrzeit data)
Click here review the permissions by module descriptions.
Database Module :: Modules options to design for permissions:
Receivable Module :: Modules options to design for permissions:
GL/Budget/ Payables/Banking Module :: Modules options to design for permissions:
Permission Module :: Modules options to design for permissions:
