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ContributionLink Manager Checkbox, Profile Screen

Help -- Training -- Explanations -- Hints


This area of the Profile screen features the "Manager Checkboxes" that are used to grant special privileges or special access to certain people.

There is a [Checkboxes Help ?] button narrative for this section of the screen next to the "Manager Checkboxes Options" label.

** Note: If you haven't already read that general "Help Text" narrative for these options, you should go read it first because it does provide some helpful information before you look at any of the specific "Manager Checkboxes" in detail.

The following is a description of the specific "ContributionLink Manager" Checkbox and indicates what purpose this Checkbox serves.

"ContributionLink Manager" Checkbox

If you give a person the "ContributionLink Manager" privilege, they will be able to see the [ContributionLink] icon on the Profile screen. If they click the [ContributionLink] icon, they will go to the Contributions screen where they will find the CONTRIBUTIONS CONTROL PANEL and can post donation transactions.

Why do we need to grant ContributionLink Manager permissions to individuals?

With this function, you can authorize specific people to make Contribution updates and review or print Contribution reports. Typically, this capability is granted to only one or two people in the church. The people with this permission level will see what others are giving.

** Note: ContributionLink access requires Administrative module access in MemberLink. However, you can give your Contribution specialist(s) a permission level of "AssistAdmin" so that when they login and do the ContributionLink Manager work, but they cannot access or change much else in MemberLink through the Administrative module.

How do we designate people to have "ContributionLink Manager" access?

In the Administrative module, on the right side of the Profile screen, there is an area with "Manager Checkboxes." All of these Checkboxes are visible to the MasterAdmin, and all but this one are visible to the SysAdmin(s). No other permission level sees these Checkboxes or can manipulate them.

Important: Only the Master Administrator can turn on the Manager Checkbox for ContributionLink and authorize someone to access the ContributionLink module.

Using the ContributionLink Manager Checkbox, you can indicate in this person's profile that they may work with the Donations & Contributions. The default when you enter a new person into the system is that this Checkbox will not be checked and this person will not be able to get into the ContributionLink processing. The MasterAdmin has to click this Checkbox to authorize it.

You can designate as many people as you desire to have ContributionLink Manager access, but remember they must also have Administrative module access in MemberLink.

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