Following your migration to Access Evo, you'll follow a new process to update member roles. To update a role, follow these simple steps.
Log in to Access Evo, then click the members[image removed - Salesforce hosted]button.
For a new user, click Invite and enter their email address.
Locate the member record. For new users, they'll have to create this first and log in.
Next to the record, click the three dots, then click Manage Roles.
On the Raise drop-down list, select the permissions you need.
📌 Note: For security reasons, we can't update a member role for you.
Permission definitions
Report administrator | This allows you to give a colleague access to the reports module and Gift Aid Submission tool. |
Visitor | This is for general visitors to the site. You only need this role when you want to remove a member's permissions. |
Member | Members can comment and create fundraiser pages on your site. Their comments and fundraiser pages need approving by an Editor or Administrator before publishing. |
Contributor | Contributors can comment on your site without needing approval. They can create posts, but the posts need approval by an Editor or Administrator. |
Author | Authors can create comments and posts without approval. |
Editor | Editors can create comments and posts, and can approve other member's content. |
Platform administrator | Platform administrators can post and comment, as well as change settings for the website. |