How to add a Board Access role

 Related Links

Custom Roles in TOPS [ONE]

Users in TOPS [ONE]

 

DESCRIPTION  

This will give you a step by step guide how to create a Board Access role and how to set permissions to that role.

Most of the Board Members needs will be met with having access to reporting. But per the needs of your communities, change the permissions as needed. 

Before you can set up the permissions for a Board Member, you will need to have added them as a user, and created their role. Click the articles above for instructions on how to do so. 

This guide will give you some settings to use for a Board Member. 

 

Note:Vendors and banks are global, so if board member has permission to see a vendor for a community, they can see all the vendors. 

 

Step By Step 

 

Adding a new Role

 1. From the Admin icon on the main Navigation menu

admin.PNG

 

2. Scroll down in the activity area to the Roles section

3. Click Manageroles_maintenance.PNG

 

4. In the text box, type in Board Access then click Add Role 

 

You will see a confirmation at the bottom left of the screen

 

 

 

Set Permissions to a Role 

1. Click Permissions 

2. This section will be separated by modules

permissions_titles.PNG

3. Clicking on the module with expand, and show all the available permissions.

Each section will have these permissions

permissions_settings.PNG

Blue color indicates the permission is granted, clear or grey is no permission granted.

Each permission area will have the same allowance for the permissions

Read

Create

Update

Delete

All (selecting this will disallow (remove) all access to this area!)

i- will populate information about that function and the needed permissions to complete basic tasks in that area.

4. Go through each Module and edit the permissions to your preference.

5. Once completed; click the Save button

6. Once you have finished making your edits click  Save save.PNG

 

 

Sample Permission Settings 

Click the PDF below to see some same permissions for a Board Member. 

Adjust the permissions as needed

Sample Board Access Role- Permission Settings.docx

 

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