home

ACS

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailACS

Users

Assign Roles to Users

When you add users for the first time, you must assign roles so that they have permissions to use ACS Facility Scheduler.

As a user's responsibilities evolve, you can change the assigned roles. You should assign at least one role to each user, but you may want to assign multiple roles to some users. The Roles column displays in the Users grid, so you can see a user's roles at a glance, or group and filter the grid by role.

If a user has more than one role, and there is a conflict in the permissions, the most permissive setting is granted. For example, if a user is assigned a coordinator role that grants permission to approve events, and a member role that does not grant permission to approve events, the user will have permission to approve events because the coordinator role grants that permission.
Note:

When you are assigning roles to a user, you have the option of selecting a role type.

We strongly recommend selecting [Custom Role Type] for all users. This means that the user functions independently of a role type. Roles types are handy if you know how to use them, but you can accidentally give users more permissions than you intended.

  1. On the Administration tab, click Users.
  2. Select the user.
  3. In the Actions group, click Edit User.
  4. In the Show group, click Roles.
  5. In the Role Type drop-down list, select [Custom Role Type]. Selecting any other role type is only recommended for advanced administrators.
  6. In the right pane, click Add.
  7. Select the role and click OK.
  8. Repeat these steps for each role you want to assign the user.
  9. In the Actions group, click Save and Close.
Facility Scheduler
portal

Last updated: July 11, 2023