Authorizations determine what permissions an Employee Roles. Each employee can be assigned any number of Roles. And those Authorizations give employees access to certain reports, edit privileges, ability to view and/or use certain tools or features within the admin console. Each of these authorizations also has the ability to be enabled or disabled at specified Locations within your database.
There are some preset roles when your database is set up. They can be viewed in the Employee Roles article. You can also see what actions each authorization allows.
Note: All employees that have been given "Login Allowed" can view and create customer profiles.
Authorization Actions:
Below is the current list of defined actions.
Administrative
Audit Log Report
Authorization Management - Ability to assign any Role to any user and modify Roles
Company Account Settings - Change the Company Settings
Email Bounce Codes - View and Reset Email Bounce Codes
Email Employees
Email Template Management - Create/Edit/Manage Email Templates
Employee Management - Ability to create users but only assign them the authorizations they have
Event Type Management - Create/Edit/Manage Event Types
Facility News - Post news to the facility Recreation Online login page
GIS Mapping
GL Code Management
Manage Tags - Create/Edit/Manage Customer Tags
Pass Management
Prerequisite Management
Product Discount - Create/Edit/Manage Product Discounts
Product Management - Ability to create and edit products. This is a global action, so it must be enabled across all locations.
Resource Management - Create/Edit/Manage Facility Resources (such as playfields)
Roles Management
Waiver Management - Ability to create and edit waivers
Bypass
Bypass Membership - User can bypass membership requirements in the Cart
Bypass Password Notice - User can skip email notification of password change on customer profile
Bypass Receipt - User can skip sending an email receipt after Cart Checkout
Bypass Team Email From-Address - User can enter any reply-to email address in Team Email
Customer
Broadcast Email - Ability to send out a broadcast email
Customer Search Report - Ability to run the customer search report
Customer Search Export - Action to export the customer search report to Excel
Merge Customers - Ability to merge Customers
Duties
Host
Instructor
Referee
Financial - each of the below maps to the same-named financial report, with noted exceptions
Adjust Tax Exempt Status
Category Sales Report
Customer AR Report
Daily Sales & Receipts
Discount Report
Employee Credit Report
Financial Dashboard
GL Sales Report
Global Financial - IMPORTANT - this authorization allows the user to see all financial data, for all facilities, for any time range. This includes access to Jasper Financial reports.
Legacy Daily Sales Report
Limited Financial Reporting - Allows users to see only the last 7 days of any financial report
Membership Report
Payment Schedules - Use Payment Schedule and Result Reports
Reference Transactions - User can process credit card reference transactions
Refunds & Reversals - User can issue refunds and reversals
Rental Invoice Report
Team/Class/Camp AR Report
Top Employee Cash Report
Transaction Summary Report
Groups (Teams/Classes/Camps)
Group Create - Ability to create groups
Group Edit - Ability to edit groups
Group Email - Ability to email groups
Group View - Ability to view groups
Team Builder - Allow access to Team Builder
Lil' Kickers - denotes access to the item described
Camp Curriculum
Class Curriculum
Coaches Training Program
Coordinator Curriculum
Enrichment in Motion
LKSL Curriculum
Skills Institute
Management
Access Dashboard - User can see the Dashboard tool
Ad Campaign Management - User can manage Ad Campaigns
Dashboard Login Default - Users will show dashboard on login (unless changed by user)
Delete Invoice Credit - User can delete a credit on an Invoice
Delete Invoice from Other Event - User can delete an Invoice from an Event created by another User
Delete Membership - User can remove a Membership from a Customer profile
Delete Other Event
Delete Suspension - User can remove a Suspension from a Customer profile
Discretionary Credits - User can issue discretionary credits such as employee/manager credits
Edit Membership - User can edit a Membership on a Customer profile (change expiration date)
Level/League Management - User can Create/Edit/Manage Levels (Leagues)
Season Management - User can Create/Edit/Manage Seasons
Payments
Cash Register - Access to the cash register
Partial Payments - User can take partial payments
Shopping Cart - Ability to use the shopping cart
Scheduling
Booking Create/Edit - Ability to create and edit bookings
Booking Delete - Ability to delete bookings and any related events
Calendar View - Access to view the calendar
Event Edit - Ability to edit an event
Score Entry - Ability to enter scores on game sheets
Tasks
Create Predefined Task - Ability to create predefined Tasks
Task Search - Ability to search Tasks
Views
Limited Menu - The user will be presented with a very stripped-down Sports menu.