Online Library UX 365 Working with Security Roles | Page 9
Security role
UX Fundraising User
UX Meeting Manager
Controlled Access
Allowed GoTransactions transactions: Monetary Contribution
Allowed invoice transactions:
• Monetary Contribution
• Monetary Pledge
• Recurring Gift
Meetings work area > Meeting Manager
• Bulk Meeting Registration Cancellation
• Meeting Waitlist View
• Session Waitlist View
• Meeting Participants View
Meetings work area > Meeting Settings
• Event Setup
• Meeting Setup
• Location
• Event Badges and Tickets Setup
Meetings work area > Speakers and Facilities
• Facility Item
• Speakers Specialty Setup
Meetings work area > Promotion Packages
• Promotion Package Setup
UX Meeting User
UX Membership Manager
Allowed GoTransactions and invoice transactions: Meetings
Allowed GoTransactions and invoice transactions: Meetings
Meetings work area > Meeting Manager
• Meeting Waitlist View
• Session Waitlist View
• View Meeting Participants
Renewal work area > Renewal Manager
• Renewal Billing
• Renewal Processes
o Generate Renewal Billing Invoices
o Renewal Process Rollback
o Renewal Billing Generate Late Fee
o Renewal Overpayment Process
o Renewal Billing Termination Process
• Renewal Process Log
Renewal work area > Renewal Settings
• Prorate
• Installments
• Benefits
• Benefit Packages
• Price Lists
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