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User Permissions (Campers)

For general information on managing user permissions, please read our Admin user permissions article.

 

After the Campers module is enabled for a user, you can grant the following permissions:

Basic

  • Edit: Permission to edit information within the Camper module (i.e. family and camper data, including camper bunks).
  • Admin: Permission to access the Admin settings for the Camper module (i.e. access to the "Campers" tab within the Admin settings page and all the settings therein.)
  • Enrollment processing: Permission to process enrollment requests and enroll campers.
  • Delete and merge: Permission to delete and merge family and camper profile pages.

Financial

  • Financial read: Permission to view basic financial information (such as transactions and payment methods) on family profile pages.
  • Post mass transactions from Advanced reports: Permission to post mass transactions from Advanced reports of the same transaction types they are permitted to create individually.
  • Create charges: Permission to post new charges to a family's account.
  • Create discounts: Permission to post new discounts to a family's account.
  • Create payments: Permission to post new payments to a family's account.
  • Create refunds: Permission to post new refunds to a family's account.
  • Create credits: Permission to post new credits to a family's account.
  • Reverse transactions: Permission to reverse transactions of any type they have permission to create.
  • Delete transactions: Permission to delete transactions of any type they have permission to create.
  • Financial management: Permission to create and manage financial information on a family's profile, such as editing existing transaction details, adding/removing payment methods and payment schedules, and accessing "financial notes."
  • Financial reports: Permission to access all Camper financial reports on the Financial dashboard.
  • Financial admin: Permission to make global changes to financial settings (e.g. manage Invoicing and Auto pay, Enrollment discounts, Enrollment extras, Transaction categories, and Tuition plans)

Family + camper notes

  • Admin: Permission to create + manage Family and Camper notes categories, and designate which users have access to view and create notes in those categories.
    • To allow an admin user to view notes on your camper or family profiles, go to Admin > Camper or Family tab > Notes > double click the pencil icon to edit the appropriate Notes category > Select the admin user > Edit category > Save changes.

Advanced Reports

  • View + manage Advanced reports: Permission to access the Camper advanced reports page (i.e. create and save reports; manage advanced report categories).
  • Send e-mail from Advanced reports: Permission to send a mass e-mail to everyone generated in a Camper advanced report.
  • Export spreadsheets from Advanced reports: Permission to download data from a Camper advanced report as a spreadsheet.
  • Mass field editing in Advanced reports: Permission to use the "Edit" button in the Camper advanced report toolbar to mass edit camper or family profile data.
  • Send text message from Advanced reports: Permission to send a mass text message to every parent generated in a Camper advanced report.
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