This role grants administrative tasks not included in the Prospect Research role. It is especially useful for larger organizations. This role allows users to add new users, manage code tables, and access additional configuration settings.
|
Task name |
Task description |
Functional area |
|
Application user search |
Search for and view application user records. |
Administration |
|
Application users |
View the list of application users. |
Administration |
|
Attribute categories |
Provides a user interface for managing attribute categories. |
Administration |
|
Business processes |
View the list of business process runs. |
Administration |
|
Business process ownership |
View and edit business process owners. |
Administration |
|
Code tables |
View the list of code tables and table entries. |
Administration |
|
Constituent group types |
Add, edit and delete constituent group types. |
Prospects |
|
Countries and states |
Configure system countries and states. |
Administration |
|
Educational catalog |
Create and manage the academic catalog and educational institutions. |
Administration |
|
Email alerts |
Configure and manage email alert settings. |
Administration |
|
Enable/disable phone formatting |
Enables or disables phone number formatting on add and edit forms. |
Administration |
|
First names |
Modify first names table. |
Prospects |
|
Global changes |
Create and manage global change instances. |
Administration |
|
Mapping |
This task is used to configure mapping. |
Administration |
|
Notifications |
Provides a user interface for managing notifications. |
Administration |
|
Organizational units |
Manage the Active Directory organizational units associated with the system. |
Administration |
|
Queue |
Allows for managing queue business processes. |
Administration |
|
Reason codes |
Displays the page to manage reason codes. |
Prospects |
|
Relationship types |
Provides an interface for managing relationship types. |
Prospects |
|
System roles |
Manage system level permissions. |
Administration |
|
Title code defaults |
Modify title code defaults |
Prospects |
| Match settings (admin) | Set constituent match settings | Administration |
| Match settings (batch/import) | Set constituent match settings | Batch and Import |