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.

Managing account administrators

There are two ways you can manage your account administrators: one a time from individual contact records, or all together from a single screen where you can view, add, modify, remove, and email your account administrators.

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To manage all your administrators from a single screen, hover over the Account menu in the upper right corner of admin view and select the Manage account administrators option.

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For instructions on adding, viewing, modifying, removing, and emailing account administrators, see below.

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 new or existing contact, follow these steps:

  1. Hover over the Accounts menu in the upper right corner and and select the Manage account administrators option. https://cdn.elev.io/file/uploads/jEC8HySvDwISUdSg8iqChOB9kMRsiM1RCnIFiA0173M/UA6IPkPvFczZ8K8nh-mDwcN6eiLKbdOIrY13R9Y0TFg/manage%20admins%20option-RpM.png
  2. On the Account administrators screen that appears, click the Add administrator button. https://cdn.elev.io/file/uploads/jEC8HySvDwISUdSg8iqChOB9kMRsiM1RCnIFiA0173M/0juTsB6BvHP2G1eiFazdbrKyXAIMhBGBPUROLcEMpj4/add%20account%20administrator3-65Q.png
  3. To add a new contact as as administrator, enter the contact details in the fields provided. To designate an existing contact as as an administrator, click the Select existing contact button and choose the contact. https://cdn.elev.io/file/uploads/jEC8HySvDwISUdSg8iqChOB9kMRsiM1RCnIFiA0173M/hjsOHHnZ0RgUsEPp75QMbzlqkdJRjDjIF9dYsOPdW7Q/select%20existing%20contact%20as%20admin-kwQ.png
  4. Within the Access role section, choose the access privileges to be granted to the contact. https://cdn.elev.io/file/uploads/jEC8HySvDwISUdSg8iqChOB9kMRsiM1RCnIFiA0173M/omrnPbtoYlD8nYcZOjzNzY15RodNY7eTpfsvYQurph0/access%20role-oNs.png
    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. Website editors with access to selected pages will see all pages but can only edit the ones assigned to them.
  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.

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You can also assign administrative privileges from a contact's Contact details tab. To do so, click the Edit button to the right of the Login details heading.

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From the Login settings screen, choose the access privileges to be granted to the contact then save your changes.

Searching for administrators

There are two ways to view a list of currently assigned administrators.

To view and manage your account administrators, hover over the Accounts menu in the upper right corner and and select the Manage account administrators option. The Account Administrators screen will appear.

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From here, you can view, add, modify, remove, and email your account administrators.

To view a list of account administrators from your contacts list, 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.
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Within any contact list, administrators have a star icon appearing beside their name.

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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.

Modifying administrator privileges

There are two way to change the administrative privileges for an existing account administrator.

To change the administrative privileges for an existing administrator from the Account administrators screen, click the name of the administrator within the list.

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On the Access role screen that appears, select a different access role then click Save.

To change administrative privileges from a contact's Contact details tab, click the Edit button to the right of the Login details heading.

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From the Login settings screen that appears, choose a different access role then click Save.

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

Removing administrator privileges

There are two way to remove administrative privileges for an existing account administrator.

To remove administrative privileges for an existing administrator from the Account administrators screen, click the name of the administrator within the list. On the Access role screen that appears, choose the No administrative privileges option then click Save.

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To remove administrative privileges from a contact's Contact details tab, click the Edit button to the right of the Login details heading. Within the Login settings screen that appears, choose the No administrative privileges option then click the Save button.

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

Emailing account administrators

To send an email to all your account administrators, follow these steps:

  1. Hover over the Accounts menu in the upper right corner and and select the Manage account administrators option. https://cdn.elev.io/file/uploads/jEC8HySvDwISUdSg8iqChOB9kMRsiM1RCnIFiA0173M/UA6IPkPvFczZ8K8nh-mDwcN6eiLKbdOIrY13R9Y0TFg/manage%20admins%20option-RpM.png
  2. On the Account administrators screen that appears, click the Email administrators button. https://cdn.elev.io/file/uploads/jEC8HySvDwISUdSg8iqChOB9kMRsiM1RCnIFiA0173M/jmfOHGWO8mhbH6SsGiKfR8idaVpFmiEmRGoYXGW9GM0/email%20administrators-QgI.png
  3. Choose the email template you want to use as the basis for your message. For more information, see Email templates.
  4. Click the Design tab and finalize the content for your email blast.
  5. Click the Recipients tab and specify a subject for your message.
  6. Click the Review and send tab and send or schedule your email.

For more information on sending email blasts, click here.

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 = Read-only 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 = Read-only 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 = Read-only 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 = Read-only 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 tab
Update membership details
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
Membership cards

Events management

FA= Full admin, RA = Read-only 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 = Read-only 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

Email

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


FARAMMEMDMWERWE
Modify contact email settings
Email contacts
CC email settings
Email event registrants
Customize event emails
Customize donation emails
Email donation receipt
Email other receipts
Email invoice
Customize invoice template
Customize payment receipt
Customize donation receipt
View email log
Routing of system emails

Financial management

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


FARAMMEMDMWERWE
View invoices/payments lists
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
Generate financial reports
Customize invoice template
Customize payment receipt
Customize donation receipt
Modify payment settings
Manage payment tenders
Export to QuickBooks

Account and billing

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


FARAMMEMDMWERWE
Online store

Polls

Global JavaScript
Get widget code
View email log
Referrals

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