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Managing site administrators

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Managing account administrators

Overview

There are 3 main views to a Wild Apricot site:

  • Public View: This is what everyone visiting the site can see without logging in (shows public pages only)
  • Member View: The site as seen by a logged in member (shows public pages, member-only pages and the member profile page)
  • Administrator View: When logged in as an administrator you have access to account administrative functions such as making changes to the site, customizing your contact database, creating events etc.
    • An administrator can have full or restricted access
    • Restricted access administrators can only see / have access to specific allowed functionality (see table at the bottom)
    • Only Community plans and above (See:Pricing) can create administrators with restricted access access (aka access control by admin rights).
  1. You can be both an administrator and a member of the site, or you can simply be an administrator without membership.
  2. An administrator with membership can switch between Administrative and Member Views, whereas an admin without membership can only see the administrative side.

Viewing Current Administrators

  • To view the list of current administrators, go to the Contact database and use the filter named Administrators. (Administrators are shown with a star icon next to them)



  • In above example example the 1st two admins have no membership, and the last 2 are both administrators and members.

How to Make Someone An Administrator

  • Any contact in your database can be given administrator access.
  • From the Contact database go to the contact record you want and [Edit] their login details:


Set the administrator access level

Choose from the 4 available options the level of admin access you want the person to have.

  • No administrative privileges: For current admins this removes their admin access
  • Account administrator (Full access): Gives them full access to all the admin functions (Only people you trust should have full access, this even allows them to delete other administrators or the entire site)
  • Account administrator (Read-only access): Allows them to view nearly everything in the admin backend without being able to make any changes (this will be perfect for curious members of the board for example, who want to know everything that's going on)
  • Limited access - Use this option if you have dedicated personnel in charge of events, memberships, editing webpages or donations.
    • Membership Manager -  Administrator with access to contact records; can create new contacts, edit existing ones etc
    • Event Manager - An administrator responsible for managing events
    • Donations Manager - Responsible for managing donations only.
    • Website editor - This administrator can only edit webpages; can be limited to specific webpages only or have access to all webpages.
      • If you give a website editor access to a parent page you automatically grant access to all the child / sub pages as well.


Granting limited admin access is only available to "Community" plans and above. (See: Pricing)

Summary of features by admin access level

The following table summarizes what each different type of administrator is allowed to see / change:

Visual Settings

  Full admin Read-only admin Membership manager Event manager Donations manager Website editor Restricted website editor
Basic setup (change visual theme, header background, logo, title) Yes         Yes  
Customize header Yes         Yes  
Customize footer Yes         Yes  
Customize colors and styles (Beta) Yes Read-only       Yes  
CSS customization
Yes Read-only       Yes  
WebDAV Yes Yes
(through Insert
Picture/Document dialog)
Yes
(through Insert Picture/Document
dialog)
Yes
(through Insert Picture/Document
dialog)
Yes
(through Insert Picture/Document
dialog)
Yes Yes
File management page
Yes         Yes Yes

Page Management

  Full admin Read-only admin Membership manager Event manager Donations manager Website editor Restricted website editor
Add/edit/delete content page, manage page (change access, edit Meta-Tags and Custom URL) Yes         Yes Only allowed pages
Add/edit settings/delete functional page, manage page (change access, edit Meta-Tags and Custom URL) Yes         Yes Only allowed pages
View invisible (admin-only) pages Yes Yes       Yes Only allowed pages
View all restricted by level/group pages Yes Yes       Yes Only allowed pages
Manage blog posts and comments Yes         Yes Only allowed pages
Manage forum topics and comments Yes         Yes Only allowed pages

Contacts Management

  Full admin Read-only admin Membership manager Event manager Donations manager Website editor Restricted website editor
View contacts tab Yes Yes Yes Yes Yes    
Customize contact fields Yes Read-only Yes        
Add new contact Yes   Yes        
Archive contact Yes   Yes        
Delete contact Yes   Yes        
Add/edit access role/delete administrators Yes            
View contact details (summary, all tabs) Yes Yes Yes Yes Yes    
View Financial transactions link   Yes Yes Yes Yes Yes    
Generate Account statement report Yes Yes Yes
Yes
Yes
   
Edit contact/membership card (contact details tab) Yes   Yes Yes Yes
   
Edit login details (contact details tab) Yes   Yes (excluding admins)        
Edit internal use (contact details tab) Yes   Yes        
Assign/Edit membership (membership tab) Yes   Yes        
Renew membership (membership tab) Yes   Yes        
Actions from warning boxes (membership tab) Yes
  Yes


   
Suspend/resume membership (membership tab) Yes   Yes        
Add to bundle (membership tab) Yes   Yes        
Add member to bundle (membership tab)
Yes   Yes        
Edit ad-hoc group (membership tab) Yes   Yes        
Record event registration (events tab) Yes   Yes Yes      
Record payment for unpaid registration (events tab) Yes
  Yes
Yes
Yes
   
Cancel registration/Confirm registration without invoice (events tab) Yes
 
Yes

   
Record donation (donations tab) Yes   Yes   Yes    
Edit e-mail options (e-mail options tab) Yes   Yes        
E-mail enabled/disabled (e-mail options tab) Yes   Yes        
Event announcements (e-mail options tab) Yes   Yes        
Manually sent emails (e-mail options tab) Yes   Yes        
Forum/topic subscriptions (e-mail options tab) Yes   Yes        
Edit privacy settings (privacy settings tab) Yes   Yes        
View full contact list Yes Yes Yes Yes Yes    
Record payment (contact list) Yes
  Yes
Yes
Yes
   
Save searches (on Advanced search tab) Yes Yes Yes        
Run saved searches (on Advanced search or Saved searches tab) Yes Yes Yes Yes Yes    
Export contacts Yes Yes Yes Yes (excluding Internal use fields) Yes (excluding Internal use fields)    
E-mail contacts Yes   Yes Yes Yes    
Import contacts Yes   Yes        
Delete all contacts Yes            

Members Management

  Full admin Read-only admin Membership manager Event manager Donations manager Website editor Restricted website editor
View members tab Yes Yes Yes        
View member list Yes Yes Yes        
Save & rerun saved searches Yes Yes Yes        
Customize membership fields Yes Read-only Yes        
Add/edit/delete member levels Yes Read-only Yes        
Add/edit/manage/delete groups Yes Read-only Yes        
Customize member profile display settings Yes Read-only Yes        
Customize automatic member renewals Yes Read-only Yes        
Customize member application workflow and e-mails Yes Read-only Yes        
Create/edit custom report layouts Yes Read-only Yes        
Discount codes for membership Yes Read-only Yes        
Extra costs for member application form Yes Read-only Yes        
Customize member directory settings Yes   Yes     Yes Yes (if allowed)
Member Photo Gallery Yes   Yes        

Events Management

  Full admin Read-only admin Membership manager Event manager Donations manager Website editor Restricted website editor
View events tab Yes Yes   Yes      
Add/edit/delete event Yes     Yes      
Customize event registration form Yes     Yes      
Add/edit/delete event registration types Yes     Yes      
Add attendee (existing contact only) Yes   Yes Yes      
Edit/cancel/delete event registration Yes     Yes      
Add guest Yes
  Yes
Yes
     
Generate invoice/Record payment Yes   Yes Yes Yes    
Confirm without invoice Yes
    Yes
     
Restore canceled registration Yes
    Yes

   
Send notification to attendee Yes
    Yes
     
Export event attendees Yes Yes   Yes      
E-mail event attendees Yes     Yes      
Customize event registration e-mails Yes Read-only   Yes      
View event payment report Yes Yes   Yes      
Generate event registration report Yes Yes   Yes      

Donations Management

  Full admin Read-only admin Membership manager Event manager Donations manager Website editor Restricted website editor
View donations tab Yes Yes     Yes    
Customize donation confirmation e-mail Yes Read-only     Yes    
Export donations Yes Yes     Yes    
Record donation Yes   Yes   Yes    
Edit/Delete donation
Yes
      Yes
   
Refund donation
Yes
  Yes
Yes
Yes
   
Preview&Print/E-mail donation receipt
Yes
Yes (except E-mail)
Yes
Yes
Yes
   
Customize donation fields Yes Read-only     Yes    

Financial Management

  Full admin Read-only admin Membership manager Event manager Donations manager Website editor Restricted website editor
View invoices /payments list
Yes Yes Yes Yes Yes    
Export invoices/payments Yes Yes Yes        
Add/View/Edit/Delete invoice Yes View-only Yes Yes Yes    
Preview&Print/E-mail invoice Yes Yes (except E-mail) Yes Yes Yes    
Record / View / Edit / Delete payment Yes View-only Yes Yes Yes    
Settle / Unsettle payment
Yes
  Yes
Yes Yes    
Preview & Print /E-mail payment receipt
Yes Yes (except E-mail) Yes Yes Yes    
Add/View/Edit/Delete refund Yes View-only Yes Yes Yes    
View activity log/entry details
Yes Yes Yes Yes Yes    
View / generate / export reports
(Income, Payments etc)
Yes Yes Yes Yes Yes    
View/customize invoice Yes Read-only Yes Yes      
View/customize payment receipt Yes
Read-only Yes
Yes
     
View/customize donation receipt
Yes
Read-only

Yes    
View/edit payment settings Yes Read-only          
Tender management
Yes
Read-only          

Account and Billing

  Full admin Read-only admin Membership manager Event manager Donations manager Website editor Restricted website editor
View/edit organization details Yes Read-only          
Account and Billing Yes Read-only          
Upgrade account Yes            
Change billing plan Yes            
Change billing contact Yes            
Change credit card details Yes            
Delete account Yes            

Specific functionality

  Full admin Read-only admin Membership manager Event manager Donations manager Website editor Restricted website editor
Domain name management Yes Read-only          
Global Javascript (Web analytic integration) Yes Read-only          
Get widgets code Yes Yes          
View log of email blasts/drafts, use e-mail drafts Yes Read-only Yes Yes Yes    
View referrals section, send e-mail invitation Yes Yes          
Meta tags (for search engines) Yes Read-only          
Anti-spam settings (Captcha) Yes Read-only          
Authorization required message Yes Read-only          
Routing of system e-mails Yes Read-only          

Related Topics


Wild Apricot Inc. 144 Front Street West, Suite 725, Toronto, Ontario M5J 2L7, Canada
Sales & Support: (Toll-free) +1 (877) 493-6090
All other inquiries: +1 (416) 410-4059
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Wild Apricot™ by Wild Apricot Inc.