User Access Levels

1. Open User Profile: Start by opening the user profile of the member whose access level you want to adjust.
2. Edit Access Level: Click on the edit button within the user profile. This will allow you to change the user's access level from a dropdown menu.
3. Select Access Level: Choose the appropriate access level from the dropdown menu. Here are the available access levels:
   • Standard User: Members with no administrative rights but can manage their own data, register for activities, view fees, uniforms, events, attendances, and membership history.
   • Role Take: Access similar to Standard User, with the additional ability to take attendance for assigned teams or classes.
   • Manager: Access to group/team/class dashboard, ability to email group members, and manage assets for the group.
   • Committee Member: Access to view data and reports, without the ability to edit. Suitable for oversight roles.
   • Financial Admin: Access to financial reporting, setting up term fees, managing credits, and integrating with accounting software like Xero.
   • Club Administrator: Full access to all features within the system, including settings and financial details. Exercise caution when assigning this level of access.
4. Save Changes: Once you've selected the appropriate access level, save the changes to apply the new access level to the user.
5. Reference Help Documents: If you need more information about the different access levels, you can access help documents within Friendly Manager by clicking on the question mark icon and searching for "user levels" or "access levels."

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