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Account administrators can perform administrative functions such as modifying site pages, adding events, and customizing the contact database. Administrator can log in and access the admin backend – an area reserved for site and account administration, and not seen by ordinary members or visitors to your site.

Account administrators should not be confused with bundle administrators.

You can designate any contact as an administrator, and grant them full or partial administrative privileges. If you designate a member as an administrator, the member can switch back and forth between admin view and member view. If you designate a contact who is not a member as an administrator, the contact can switch back and forth between admin view and public view. For more information, see Switching views.

Adding an administrator

You can designate any contact in your database – whether a member or not – as an administrator. If you want to add someone as an administrator who is not in your contact database, simply add them as a non-member contact.

Administrators can be granted full or partial administrative privileges. You can add as many administrators as you want, regardless of your billing plan.

Only full account administrators can set administrator privileges for others.

To grant administrative access privileges to a contact, follow these steps:

  1. Hover over the Contacts menu and select the List option.
  2. Display the contact record of the contact to be granted admin access.
  3. Click the Edit button to the right of the Login details heading.
  4. From the Login settings screen, choose the access privileges to be granted to the contact.
    You can choose from the following options:

    No administrative privileges
    Select this option to remove admin access for existing administrators.

    Account administrator (Full access)
    Grants full access to all administrative functions. Take care when granting this level of access since full admins can delete other admins and even the entire site.

    Account administrator (Read-only access)
    Allows viewing of nearly everything in the admin backend without being able to make any changes.

    Limited access
    Provides administrative access to selected Wild Apricot modules. Use this option if you have dedicated personnel in charge of events, memberships, editing webpages, or managing donations. With this option selected, you can limit access to one of the following roles:
    Membership manager – can create new contacts, modify all existing ones
    Event manager – can create and manage all events
    Donations manager – can manage all donations
    Website editor – can modify your website pages. With this option selected, you can provide access to all pages on your site or to selected pages. When you grant access to a page, you automatically grant access to all of its child or sub pages.
  5. Click the Save button.

When a contact is granted administrator privileges, an email is sent to the contact with links to more information about managing Wild Apricot sites.

Searching for administrators

To view a list of currently assigned administrators, follow these steps:

  1. Hover over the Contacts menu and select the List option.
  2. On the Simple search page, click the Filter drop-down list and select Administrators.

Within any contact list, administrators have a star icon appearing beside their name.

To narrow the list to display only certain types of administrators, you can enter the administrator type – e.g. "membership manager" – in the Search field.

Removing an administrator

To remove administrative privileges for an existing administrator, follow these steps:

  1. Display the administrator's contact record.
  2. Click the Edit button to the right of the Login details heading (beside the Email new password button).
  3. Within the Login settings screen, choose the No administrative privileges option.
  4. Click the Save button.

An email will not be sent to the contact to inform them of the change.

Features restricted by admin type

The tables below indicates which types of administrators are allowed to view or modify restricted features.

Visual settings

FA= Full admin, RA = Restricted admin, MM = Membership manager, EM= Event manager, DM= Donation manager, WE = Website editor, RWE = Restricted website editor


FARAMMEMDMWERWE
Change site theme
Customize colors and styles
View colors and styles settings
CSS customization
Theme overrides
File management

Page management

FA= Full admin, RA = Restricted admin, MM = Membership manager, EM= Event manager, DM= Donation manager, WE = Website editor, RWE = Restricted website editor


FARAMMEMDMWERWE
View site pages
Add/modify pages✓*
View templates
View change history

Add/modify templates
Restore page versions
Reorder pages✓*
View system pages
Modify system pages
View trash✓*
Restore from trash✓*
Empty trash✓*

* on selected pages/subpages

Contacts management

FA= Full admin, RA = Restricted admin, MM = Membership manager, EM= Event manager, DM= Donation manager, WE = Website editor, RWE = Restricted website editor


FARAMMEMDMWERWE
View contacts list
View contact fields
Customize contact fields
Add new contact
Archive, delete contact
Delete all contacts
Manage admins
View contact details
Modify contact details
Modify login details✓*
Add Internal use notes
Manage membership details
Add to bundle
Record event registration
Cancel, confirm registration
Record donation
Contact email settings
Modify privacy settings
Record payment
Save advanced searches
Run saved searches
Import contacts
Export contacts✓**✓**✓**
Email contacts
CC email settings

* Cannot modify login details for full administrators
** Excluding Internal use fields

Members management

FA= Full admin, RA = Restricted admin, MM = Membership manager, EM= Event manager, DM= Donation manager, WE = Website editor, RWE = Restricted website editor


FARAMMEMDMWERWE
View members lists
Save/run saved searches
View membership fields
Customize membership fields
Add/modify membership levels
Add/modify member groups
Member privacy settings
Renew membership
Member email settings
Manage search result layouts
Membership discount coupons
Member photos album settings

Events management

FA= Full admin, RA = Restricted admin, MM = Membership manager, EM= Event manager, DM= Donation manager, WE = Website editor, RWE = Restricted website editor


FARAMMEMDMWERWE
View events list
Add/modify event
Customize registration form
Add/modify registration types
Add registrant, guest
Modify/cancel registration
Generate invoice
Record payment
Confirm, restore registration
Send event notification
Export registrants
Email registrants
Customize event emails
View event reports
Track event attendance

Donations management

FA= Full admin, RA = Restricted admin, MM = Membership manager, EM= Event manager, DM= Donation manager, WE = Website editor, RWE = Restricted website editor


FARAMMEMDMWERWE
View donations list
Customize donation fields
Customize donation emails
Record donations
Export donations
Modify/delete donation
Refund donation
Preview/print donation receipts
Email donation receipt

Financial management

FA= Full admin, RA = Restricted admin, MM = Membership manager, EM= Event manager, DM= Donation manager, WE = Website editor, RWE = Restricted website editor


FARAMMEMDMWERWE
View invoices, payments
Export invoices, payments
Add/modify invoices
Preview/print invoices
Email invoice
Record, modify payments
Settle, unsettle payment
Preview, print receipt
Email receipt
Add/modify refunds
View audit log
Financial reports
Customize invoice template
Customize payment receipt
Customize donation receipt
Payment settings
Manage payment tenders

Account and billing

FA= Full admin, RA = Restricted admin, MM = Membership manager, EM= Event manager, DM= Donation manager, WE = Website editor, RWE = Restricted website editor


FARAMMEMDMWERWE
Organization details
Upgrade account
Change billing plan

Change billing contact


Change credit card details
Delete account


Other functionality

FA= Full admin, RA = Restricted admin, MM = Membership manager, EM= Event manager, DM= Donation manager, WE = Website editor, RWE = Restricted website editor


FARAMMEMDMWERWE
Domain name management

Global JavaScript
Get widget code
View email log
Referrals

Manage meta-tags
Anti-spam settings
Authorization required message
Routing of system emails