Constituent Manager admin permissions

Constituent Manager permissions are configured per role rather than globally, since the module handles personal data. For each role, you can grant admin groups or individual users three levels of access: View Role, Edit Role, and Edit Membership.

In this article, we’ll describe the process for granting admin permissions within Constituent Manager.

Unlike these other modules, Constituent Manager doesn’t have an “admin” level that grants blanket permissions for everything in the module. Because this module deals with personal data, granular permissions are required for security. For each group with Constituent Manager permissions, go to Settings > Constituent Roles and assign permissions by role.

1. Click on the role you’re assigning permissions for, then click on the Rights tab.
2. In the Rights tab, here are two levels of permissions: Group Permissions and User Permissions. 
   • On the Group Permissions tab, click the Add Admin Groups button to select from admin groups with the Constituent Manager box checked in the Admin Users module.
   • On the User Permissions tab, click Add Admin Users, select an admin group, then choose from a list of users in that group.

For both tabs, click into the columns to add a green checkmark underneath the rights you want to grant to the user or group for the selected role.

• View Role: This permission grants users the ability to view members of the role within Constituent Manager and edit their profiles, but not see the role in Constituent Manager Settings.

• Edit Role: This right allows users to edit the configuration of the role in the Constituent Manager Settings section.

• Edit Membership: Users will be able to add new constituents to the directory with this role and remove the role from existing constituents’ profiles. 

Click Save Changes to confirm the changes.