How to Set Up and Manage Employee Users in coreFORCE

To set up accounts for employees that restricts their access to a specific set of subsystems only takes a couple of steps. 

In this example we will be setting up an employee account for managing Events & Facilities

The first way to do this is to set up a specific account for the User

Go to Contacts > Users > Users 

Under the Details tab enter the required information and ensure to check the box for Administrator Flag

Under the Access tab you can add and restrict Subsystem Access to whatever you would like. 

It is important to note that restricting a user from the the System Subsystem will not allow them access to the back end and they will not be able to log in.

This yields a specific and restricted administrator menu in the back end

Alternatively if you wish to add multiple Users with the same restrictions you can create a User Group for these employees and add them to that group

In Contacts > Users > Groups 

You can add the restrictions here.  Ensure that you check the Administrator flag on all User accounts you add to this group.

Explanation of Sub-systems access (side bar in the back-end)

Each of the subsystems evuates to one of the sidebar menu options

CMS refers to the website tab (templates, fragments, pages, files, forms, etc.)

CRM is contacts and user management

Developer is for Developer specific tools

DMS is donor management menu

Education is for the education tools. 

Events and facilities is Events and facilities

FFL is not a menu but ripples throughout the others. This subsystem is given to clients who are FFL dealers

Help Desk is the help desk menu

Orders is where you can see orders, refunds, etc.

Payments is payment related options

Products includes Product related options

System is automatically given to every client

Tasks isn't used right now.

• This is full featured, but would need to have a front-end built up.