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administration [2013/07/15 12:31] (current)
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 +===== Administration =====
 +
 +==== How do I add new Users? ====
 +Users can be added by clicking on "Add New User" under "​Admin"​ in the drop-down menu. A list of all non-users will appear and you can select the individual you wish to make a user. Select the rights and then click "​Save"​.
 +
 +==== What are the different rights available? ====
 +The Rights are as follows:
 +  * Add Records: This right allows records to be entered.
 +  * Edit Records: This allows for records to be modified.
 +  * Delete Records: This allows for records to be deleted.
 +  * Manage Properties and Classifications:​ This allows for properties and classifications to be managed for the database.
 +  * Manage Groups and Roles: Groups can be added, edited, and deleted as well as roles edited with this option.
 +  * Manage Donations and Finances: Financial donations can be added, edited, and deleted with this option.
 +  * View, Add, and Edit Notes: Notes can be added, edited, and deleted with this option.
 +  * Edit Self: This allows editing of the user and family members only. This option allows users to maintain their own data, especially email addresses and phone numbers which change frequently.
 +  * Canvasser: This allows editing of canvass data and operation of the canvass automation features.
 +  * Admin: This option automatically selects all previous options.
 +
 +==== How do I edit Users? ====
 +Users can be edited by clicking on "Edit Users" under "​Admin"​ in the drop-down menu. A list of users will appear and you can select which individual you wish to edit. Clicking "​Reset"​ will reset the password for the next logon. "​Edit"​ allows the rights and style to be edited. "​Delete"​ removes user rights from the individual.
 +
 +==== What is the default password assigned to new Users? ====
 +The default password is specified in the General Settings, available from the Admin menu.  The default password is about a third of the way down this page.
 +
 +==== Database Structure ====
 +It is helpful to understand the underlying [[database structure]] of ChurchInfo, so that you can create custom reports and queries using the data.
  
administration.txt ยท Last modified: 2013/07/15 12:31 (external edit)