Online Library UX 365 Working with Security Roles | Page 8
Security role
UX Administrator
UX Advertising Manager
UX Advertising User
UX Chapter Manager
UX Committee Manager
UX Exhibits Manager
UX Exhibits User
UX Fundraising Manager
Controlled Access
Highest level of access – second only to System Administrator for
access to all UX 365 entities and functions. Assign to very limited
number of users.
Advertisement work area > Settings
• Adv Ad Sizes
• Adv Publications
Advertisement work area > Manager
• Insertion Process
Allowed invoice transactions:
Advertising
Member Groups work area > Chapters
• Chapter
• Chapters Officers
• Region
• Titles
• Zip Code X-Ref
• Update Members Chapter Territory
Member Groups work area > Committee Manager
• Committees
• Committee Members
• Titles
Exhibits work area > Meeting Settings
• Event Setup
• Exhibit Setup
• Industry Product Category
• Industry Products
Allowed invoice transactions:
Exhibits
Allowed invoice transactions:
Exhibits
Fundraising work area > Manager
• Contribution Setup
• Processes
o Pledge Installment Invoice Generation
o Recurring Gift – Installment Generation
Allowed GoTransactions transactions: Monetary Contribution
Allowed invoice transactions:
• Monetary Contribution
• Monetary Pledge
• Recurring Gift
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