Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create an Owner Role

  • Updated:

CivicOptimize accounts created after May 20, 2022, will have the Owner role as one of the default roles on their account. Any accounts that existed before that date can create an Owner role using the following parameters. You will also want to adjust the permissions on any existing roles in order to ensure that the Owner role is the only one that has access to the Retention Policies, Roles, and Team Member permissions. 

  

 

Instructions

  1. Sign in to your site
  2. Navigate to Administration and select Roles
    Roles menu.
  3. Select Add Role (+ icon) in the bottom-right corner
    Add role.
  4. In the Name field, type "Owner"
    Owner name.
  5. Add a Description for the role, we recommend "Allow user to manage entire account"
    Description field.
  6. Set all of the permissions to Manager
    Manager permissions.
  7. Click Save
    Save role.
  8. Assign any applicable team members to the new Owner role
    Note: You will not be able to edit your own role. You will need to have another Administrator assign you the Owner role or you can contact Support to have them update it for you before proceeding to step 8.
  9. After you have successfully assigned the Owner role to the necessary team members, navigate back to the Roles tab and click Edit on the role that previously had the highest level of permissions (typically the Administrator role)
    Edit admin role.
  10. Scroll down to the Administration section and change the Retention Policies, Team Members, and Roles permissions to be Read Only
    Read-only permissions.
    Note: You can choose to configure these permissions however you'd like, but we recommend only allowing the Owner role to have access to Retention Policies and Roles.
  11. Edit the Description to reflect the change in permissions
    Description of admin.
  12. Click Save
    Save admin role.

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.