Admin Users

Creating/managing admin users

Control who has access to your CampSite database by creating and managing admin users. You may also revoke access either temporarily (by locking a user's account) or more permanently (by deleting their account).

Note: Only existing admin users with DB Management admin permission will have the ability to create and manage users as needed. To learn more about this permission setting, click here.

Creating New Users

Creating a new user is a 2-step process:

  1. First, create the user's account.
  2. Then, configure the settings for their account.

To create a new user, go to Admin > DB Management > Users > +Add new user...

First, you'll be asked to set up their account credentials.

Provide the user's first and last name and their email address. 

You can also preset their user permissions by selecting a user template, if applicable. To apply their permissions manually after creating the user, leave User template as None.

  • The email address provided will be the one they use to login and also where CampSite notifications will be sent.

New User Account Setup

Upon submitting this modal, CampSite will automatically send the user the following email, which includes their username and a link to set up their account password/log in.

Please note: for security purposes, this link expires after 24 hours.

Upon clicking the link, the user will be directed to the password reset page:

After creating a password and submitting the page, the user will be logged into your database.

Managing the Settings for a User

Next, configure the settings for the new user's account. 

  • If you did not apply a User Template when creating the user, you must configure permissions manually. If you do not configure any permissions, the user will not be able to access any CampSite features upon logging in.

To access the settings for a user, double click the 3 dots icon to expand icon the settings their account. When you're creating a new user, their settings will expand automatically.

Permissions

Control what the user can see and do within CampSite by managing their permission settings.

By default, a new user will have no permissions (if a user template was not selected when creating the user). Without permissions, the user will not have access to anything upon logging in.

User permissions are grouped by CampSite module.

  1. Click on a module to view and select permissions to grant to this user.
  2. Click "Save Changes for This User" before leaving the page.

For detailed instructions on how to apply user permissions (including what each permission represents), please click here to read our Admin User Permissions article.

Please note: If the user is currently logged in while you make changes to their permissions, they must log out and log back in to see the new permissions take effect.

E-mail Notifications

Configure which email notifications the user receives.

Email notifications are grouped by module.

  1. Click the name of a module to view the associated email notifications.
  2. Select the desired notifications.
  3. Click "Save Changes for This User" before leaving the page.

First Page on Login

Determines which CampSite page the user is directed to immediately after logging in.

  1. Click the dropdown menu and select a page.
  2. Click "Save Changes for This User" before leaving the page.

Change password

Change the user's password.

 

  1. Enter the new password to apply to the user's account. Passwords must include the following:
    • At least 8 characters
    • 1 uppercase and 1 lowercase letter
    • 1 number
  2. Click "Save Changes for This User" before leaving the page.

Note that admin users are able to change their passwords themselves. If an admin user forgot their password, they can reset it by clicking "Forgot password?" on your CampSite database login screen. Or, they can change their password while they're logged into CampSite, via the "My Profile" page.

Edit a User's Name or E-mail Address

Double click a user's current first name, last name, or email address to edit.

The field will become editable. Make your changes and click OK to save.

Revoking/Reinstating a User's Access

To prevent a user from logging into your CampSite database, you may lock the user out of CampSite or delete the user's account.

Locking a user out of CampSite can be used to temporarily revoke the user's access (until you unlock them later), while deleting is used to permanently revoke the user's access.

Locking Out a User

If you need to temporarily prevent a certain user from logging into CampSite (e.g. seasonal employees during the off-season), use CampSite's lock feature to lock them out of your database.

Locked users will not be deleted from your database, but they won't be able to log into CampSite as long as their account is locked.

Find the user and double click the lock icon next to their last name.

Agree to lock the user's account by clicking OK.

The lock icon will turn to yellow when the user is locked out.

Note that locked users will not appear throughout the database when you're prompted to select users to include in a certain action (e.g. persons to BCC on an email; persons to share an advanced report with, etc.)

Unlocking a User

Double click the yellow lock icon to unlock a user.

You'll be asked to confirm, and upon doing so, the user's account will be unlocked. The user will then be able to log into your CampSite database as needed.

Delete a User

When you want to prevent a user from accessing your database permanently, delete the user's account.

Delete a user's account by double clicking the delete button on the right.

When a user is deleted, their account cannot be undeleted the same way you can unlock a locked account. However, if you delete someone by mistake, you may contact CampSite Support and request that we un-delete a user.

Again, deleted users will not appear throughout the database when you're prompted to select users for something (e.g. persons to BCC on an email; persons to share an advanced report with, etc.)

Creating/Managing Administrative Users - Tutorial Video

Control who has access to your CampSite database by creating and managing admin users. 

Configure unique permissions for each admin user to tailor their access level based on their role within your organization. Also, temporarily lock out seasonal employees as needed.

Watch the clip from our Phase 1 training session below to see how to add/remove administrative users and manage their account settings.

Admin user permissions

Each admin user in your database has permission settings that determine which features or actions they're permitted to complete per CampSite module. To manage a user's permissions, expand the Admin user's account settings and navigate to the "Permissions" section.

  • By default, a new admin user has no permissions when they're first created (unless a User Template was selected when creating their account). Reference the details below to grant them permission as needed.

User Permission Settings

To access a user's permission settings, double click the 3 dots to expand the user's account settings and then navigate to the "Permissions" section. 

Permissions are categorized by the modules included in your CampSite subscription. Click a module to expand the permission settings therein.

Enabling Modules

First and foremost, a module must be enabled for the user.

To allow a user to access to a certain module, expand the  module permissions and click "Enable module for this user." The user will now have read-only access to the information within that module.  

To extend their access beyond "read-only", select to grant the user additional permissions.

Adding Permissions

The permissions available for each module will be listed beneath "Enable module for this user."  Check-mark any/all checkboxes for the permissions that should be granted to the user. 

When you're finished selecting permissions, click "Save changes for this user." If you do not click "Save changes for this user", your changes will not be saved.

Permission Details

For  details on the permission settings for a specific CampSite module, select the module from the list below.

If your database is part of a Camp Group, you can read more on applying permissions for unified admin users here.

DB Management Permissions

  • Admin: Allows the user to access the DB Management tab of the Admin page (and all the high-level settings therein - e.g. managing other users; completing the Rollover Wizard; editing your Parent Dashboard theme; etc.) This permission should only be granted to the most trusted users.
  • Reports: Automatically grants the user "Admin"-level permission to all existing and future saved reports (which allows the user to delete or edit any saved report in the database as needed).
    • When a user has Reports permission, they will not appear in the "Permissions" modals on the Advanced Reports page, which means their permissions to individual reports cannot be downgraded or revoked.
    • If the Reports permission is removed from a user, the user will be downgraded to "Read" only permissions to all existing reports, and their permissions to individual reports can be edited via the Advanced Reports page.
User Permissions Report

The User Permissions Report allows you to report on which admin users have certain user permissions within CampSite.

Access the user permissions report from the Admin > DB Management > Users permission page. 

To generate the report, select a particular module and then select a category of permissions within that module.

  1. Each row represents a different admin user. 
  2. Each permission (from within the category selected for the report) will be presented in a separate column (like the "Admin" permission highlighted above). 
  3. Each cell presents whether or not the user in that row has the permission listed for that column.

Camp Groups

For databases that are part of a Camp Group, unified admin users who have an account for multiple camps will show multiple rows of permissions.

  1. The "Camp" column will indicate which camp a particular row of permissions is for (per the camp's database initials). 
  2. If a user does not have an account for certain camps within the group, the report will indicate "No account" on the row for that particular camp.  

For more information on editing user permissions, read our Admin user permissions article.

Admin user e-mail notifications (Campers + Families)

Enable automatic email notifications when certain actions occur in CampSite. 

  • Each admin user has their own email notification settings, so different users can receive different emails.
  • Note that only admin users with DB Management "Admin" permission have access to editing admin users (including their own account). If a user does not have DB Management "Admin", another admin user must edit their email notifications for them, following the steps below.

To access a user's email notification settings, double click the 3 dots to expand the user's account settings and then navigate to the "E-mail notifications" section. 

Notifications are categorized by type/module - click each category to expand the email notifications relevant to that module.

Family Email Notifications

New camper leads

Receive an email notification each time a new family is created in your CampSite database.

  • This notification is sent when families create their own account, or when an admin user adds the family into the database manually.

Via the New Family Enrollment form

Via the Request for Info form

Via an admin user

Enrollment form submissions

Receive an email notification each time a camper submits the enrollment form.

  • The body of the email will include camper and family information, plus which enrollment option(s) the camper requested. Green text indicates that the requested options are available; orange indicates that they're waitlisted.
  • This notification is only triggered for camps using manual enrollment processing mode, whenever a camper submits the enrollment form.
  • If you're using automatic enrollment processing mode, enable the 'Camper enrollment' email notification instead.

Camper enrollment

Receive an email notification each time a camper is approved for enrollment.

  • For camps using manual enrollment processing mode, this notification is sent when an admin user approves a camper's enrollment request or manually enrolls a camper.
  • For camps using automatic enrollment processing mode, this notification is sent when a camper submits the enrollment form (whether they're enrolled or waitlisted), or when an admin user manually enrolls a camper.
  • The body of the email will indicate whether the enrollment was completed via the Parent Dashboard or via an admin user.

An example of how the 'Camper enrollment' notification reads for parent-driven enrollment.

An example of how the 'Camper enrollment' notification reads for admin-driven enrollment.

Camper session changes

Receive an email notification each time an admin user changes a camper's sessions using the "Manage Sessions" tool.

Camper unenrollment

Receive an email notification each time an admin user unenrolls a camper using the Unenrollment Wizard.

Camper form submissions

Receive an email notification each time a camper submits or re-submits a camper form via the parent dashboard.

  • This notification is not triggered when an admin user manually completes a form on the parent's behalf.

When a camper submits a form for the first time, the notification reads "X form submitted by [Camper]".

When a camper re-submits an editable form, the notification reads "X form updated by [Camper]".

Additional options purchase

Receive an email notification each time a camper purchases enrollment extras after they've already submitted the enrollment form.

  • To learn more about how parents purchase extras after enrollment, click here.

Camper reference form submission

Receive an email notification each time a camper's reference submits their reference form.

  • To learn more about the camper reference form feature, click here.

Family Notifications

Family form submissions

Receive an email notification each time a family submits or re-submits a family form via the parent dashboard.

  • When families submit the form for the first time, the email notification will read as "X form submitted by [Family]"
  • When families re-submit an editable form, the email notification will read as "X form updated by [Family]"
  • This notification is not triggered when an admin user manually completes a form on the family's behalf.

When a family submits a form for the first time, the email notification reads "X form submitted by [Family]"

When a family re-submits an editable form, the email notification reads "X form updated by [Family]"

Admin user e-mail notifications (Staff)

Enable automatic email notifications when certain actions occur in CampSite. 

  • Each admin user has their own email notification settings, so different users can receive different emails.
  • Note that only admin users with DB Management "Admin" permission have access to editing admin users (including their own account). If a user does not have DB Management "Admin", another admin user must edit their email notifications for them, following the steps below.

To access a user's email notification settings, go to Admin > DB Management > Users. Find the user you'd like to update, double-click the 3 dots to expand the user's account settings, then navigate to the "E-mail notifications" section. 

Notifications are categorized by type/module - click each category to expand the email notifications relevant to that module.

Staff Email Notifications

New staff application begun

Receive an email notification each time an applicant submits the "Begin Staff Application" page to create their account for your Staff Dashboard.

New staff application completed

Receive an email notification when an applicant submits the "Terms & Conditions page" at the end of their application.

Staff reference submission

Receive an email notification when an applicant's reference submits your online reference form for the applicant.

Staff hire

Receive an email notification when an admin user hires the applicant using the Hiring Wizard.

Staff session changes

Receive an email notification each time an admin user changes a staff person's hired sessions using the "Manage Sessions" tool.

Staff unhire

Receive an email notification each time an admin user changes a staff person is unhired from all sessions using the Unhiring Wizard.

Staff form submissions

Receive an email notification each time a staff person submits or re-submits a staff form via the staff dashboard.

  • This notification is not triggered when an admin user manually completes a form on the staff person's behalf.

When staff submit the form for the first time, the notification reads as "X form submitted by [Staff]".

When staff re-submit an editable form, the notification reads as "X form updated by [Staff]".

Admin user e-mail notifications (Financial)

Enable automatic email notifications when certain actions occur in CampSite. 

  • Each admin user has their own email notification settings, so different users can receive different emails.
  • Note that only admin users with DB Management "Admin" permission have access to editing admin users (including their own account). If a user does not have DB Management "Admin", another admin user must edit their email notifications for them, following the steps below.

To access a user's email notification settings, double click the 3 dots to expand the user's account settings and then navigate to the "E-mail notifications" section. 

Notifications are categorized by type/module - click each category to expand the email notifications relevant to that module.

Financial Notifications

Auto pay batch results

Receive an email notification each time an admin user completes the Auto Pay step for a payment schedule date.

  • The email will display the results of the auto pay batch, including each family and their payment details and if the payment was successful or not.

Staff salary changes

For camps with our Staff module, receive an email notification each time an admin user edits the 'base salary' field on a Staff person's profile page.

Payment on Parent Dashboard

Receive an email notification each time a parent submits a credit card or ACH payment via the Parent Dashboard.

Payment method additions on Parent Dashboard

Receive an email notification each time a family adds a new payment method to their account via the Financial page of their Parent Dashboard.

Weekly notification of unassigned accrual transactions

This notification has been deprecated and the corresponding email is no longer being sent.

Notify of upcoming payment schedule installments

Receive an email notification 7 days in advance of upcoming payment schedule invoice dates.

  • Note that this notification is only available for primary payment schedule dates. Any 'other dates' that were created manually for specific families do not trigger this reminder.

Notify of payment gateway returns (CSIPay only)

Receive an email notification every Monday morning listing all payment gateway returns over the last 30 days.

  • Note that this email contains all returns within your gateway dated during the last 30 days. Some of these payments may have already been re-submitted and no longer need to be addressed.

Invoices Step Reminder

Note: This email notification is not listed under the Financial email notifications like those listed above - it's sent to all admins who have the "Financial Admin" permission for the Campers module:

This email is sent:

  • 3 days after the invoice date, if invoices have not been generated yet
  • 3 days after invoices have been generated, if they have not been sent yet
  • 3 days after invoices have been sent, if auto pay has not been run yet

Below is an example of the email that's sent 3 days after the invoice date, if invoices have not been generated yet: