The Groups and Roles outlined below represent a standard recommendation from ACME to get you started with user access. You can always modify your groups and roles to align with your organization's user roles and responsibilities. For more information about custom roles, refer to Creating Custom Roles and Permission Groups.
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System Admin Group
The System Admin Group contains all the roles and permissions typically needed to manage and administer your ACME system. This group can be assigned to the individual users who are responsible for core configurations on an ongoing basis.
Advanced User Group
The Advanced User Group contains roles and permissions for the everyday power user of ACME, such as program managers who create and publish events, manage resource assignments, configure new coupons & discounts, manage membership levels & offerings and create reports.
Basic User Group
The Basic User Group can be assigned to users with a primary responsibility of selling tickets and memberships, looking up orders to fulfill customer service inquiries, running predefined reports.
Recommended Groups & Role Assignments
| Group | Roles |
| System Admin | accounts-admin addons-admin address-admin combos-admin coupons-admin custom-fields-admin customer-admin customer-user customers-admin donations-admin event-admin forms-admin history-admin household-admin impex-admin membership-admin offline-transactions-admin order-request-admin orders-admin pos-adminpos-config-admin pricing-admin rbac-user reports-admin resources-admin tenant-admin theme-admin ticket-layouts-admin |
| Advanced User | accounts-admin addons-admin address-admin combos-admin coupons-admin custom-fields-admin custom-fields-usercustomer-admin donations-userevent-admin forms-admin history-admin household-admin impex-admin membership-admin offline-transactions-admin pos-config-admin pricing-admin reports-adminresources-admin theme-adminticket-layouts-admin |
| Basic User | address-admin custom-fields-user donations-user event-user forms-user household-user membership-userpos-user reports-user resources-user theme-user ticket-layouts-user |
Recommended Roles & Associated Permissions
| Role | Permissions | Notes |
accounts-admin | ACCT_APPROVE ACCT_CATEGORIES_CREATE ACCT_CATEGORIES_DELETE ACCT_CATEGORIES_UPDATE ACCT_CATEGORIES_VIEW ACCT_CREATE ACCT_DELETE ACCT_ORDERS_CREATE ACCT_ORDERS_DELETE ACCT_ORDERS_UPDATE ACCT_ORDERS_VIEW ACCT_PMNT_POLICY_UPDATE ACCT_PMNT_POLICY_VIEW ACCT_UPDATE ACCT_VIEW | Groups:
In ACME, "Accounts" are Organizations |
addons-admin | ADDONS_CREATE ADDONS_DELETE ADDONS_UPDATE ADDONS_VIEW | Groups:
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address-admin | ADDRESS_CREATE ADDRESS_DELETE ADDRESS_UPDATE ADDRESS_VIEW | Groups:
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combos-admin | COMBO_TEMPLATE_CREATE COMBO_TEMPLATE_DELETE COMBO_TEMPLATE_UPDATE COMBO_TEMPLATE_VIEW | Groups:
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coupons-admin | COUPON_CATEGORIES_CREATE COUPON_CATEGORIES_DELETE COUPON_CATEGORIES_UPDATE COUPON_CATEGORIES_VIEW | Groups:
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custom-fields-admin | CUSTOM_FIELDS_CREATE CUSTOM_FIELDS_UPDATE CUSTOM_FIELDS_VIEW DONATIONS_CUSTOM_FIELDS_CREATE DONATIONS_CUSTOM_FIELDS_DELETE DONATIONS_CUSTOM_FIELDS_UPDATE DONATIONS_CUSTOM_FIELDS_VIEW FORMS_CUSTOM_FIELDS_CREATE FORMS_CUSTOM_FIELDS_DELETE FORMS_CUSTOM_FIELDS_UPDATE FORMS_CUSTOM_FIELDS_VIEW | Groups:
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| custom-fields-user | DONATIONS_CUSTOM_FIELDS_VIEW FORMS_CUSTOM_FIELDS_VIEW | Groups:
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customer-admin | COMPANY_PROFILE_UPDATE COMPANY_PROFILE_VIEW DEPT_CREATE DEPT_DELETE DEPT_UPDATE DEPT_VIEW GLOBAL_CALENDAR_CREATE GLOBAL_CALENDAR_DELETE GLOBAL_CALENDAR_UPDATE GLOBAL_CALENDAR_VIEW MANAGE_USER_GROUPS_VIEW USERS_CREATE USERS_DELETE USERS_INVITE USERS_SCHEDULE_CREATE USERS_SCHEDULE_DELETE USERS_SCHEDULE_UPDATE USERS_SCHEDULE_VIEW USERS_UPDATE USERS_VIEW USER_PASSWORD_UPDATE | Groups:
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customer-user | PROFILE_UPDATE USER_PASSWORD_UPDATE | Groups:
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customers-admin | CUSTOMERS_CREATE CUSTOMERS_CREATE_ORDER CUSTOMERS_CREATE_ORGANIZATION_ORDER CUSTOMERS_DELETE CUSTOMERS_UPDATE CUSTOMERS_VIEW | Groups:
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donations-admin | DONATIONS_CONFIG_CREATE DONATIONS_CONFIG_DELETE DONATIONS_CONFIG_UPDATE DONATIONS_CONFIG_VIEW | Groups:
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| donations-user | DONATIONS_CONFIG_VIEW | Groups:
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event-admin | EVENT_CALENDAR_VIEW EVENT_CANCEL EVENT_DELETE EVENT_RESCHEDULE EVENT_RESTORE EVENT_SALES_RULES_VIEW EVENT_TEMPLATE_CREATE EVENT_TEMPLATE_DELETE EVENT_TEMPLATE_PUBLISH EVENT_TEMPLATE_REORDER EVENT_TEMPLATE_UPDATE EVENT_TEMPLATE_VIEW EVENT_UPDATE EVENT_VIEW GLOBAL_CALENDAR_VIEW | Groups:
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| event-user | EVENT_CALENDAR_VIEW EVENT_TEMPLATE_VIEW EVENT_VIEW | Groups:
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forms-admin | FORMS_CREATE FORMS_DELETE FORMS_PUBLISH FORMS_UPDATE FORMS_VIEW FORM_RESPONSE_CREATE FORM_RESPONSE_DELETE FORM_RESPONSE_UPDATE FORM_RESPONSE_VIEW | Groups:
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| forms-user | FORMS_VIEW FORMS_RESPONSE_VIEW | Groups:
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history-admin | HISTORY_RESTORE HISTORY_VIEW | Groups:
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household-admin | HOUSEHOLD_CREATE HOUSEHOLD_DELETE HOUSEHOLD_UPDATE HOUSEHOLD_VIEW | Groups:
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| household-user | HOUSEHOLD_VIEW | Groups:
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impex-admin | CUSTOMERS_VIEW IMPEX_JOBS_DELETE IMPEX_JOBS_UPDATE IMPEX_MAPPINGS_UPDATE IMPEX_EXECUTE TENANT_ADMINISTRATION_VIEW | Groups:
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membership-admin | MEMBERSHIP_CARD_CREATE MEMBERSHIP_CARD_DELETE MEMBERSHIP_CARD_LAYOUTS_CREATE MEMBERSHIP_CARD_LAYOUTS_DELETE MEMBERSHIP_CARD_LAYOUTS_UPDATE MEMBERSHIP_CARD_LAYOUTS_VIEW MEMBERSHIP_CARD_UPDATE MEMBERSHIP_CARD_VIEW MEMBERSHIP_CATEGORY_CREATE MEMBERSHIP_CATEGORY_DELETE MEMBERSHIP_CATEGORY_PUBLISH MEMBERSHIP_CATEGORY_UPDATE MEMBERSHIP_CATEGORY_VIEW MEMBERSHIP_CREATE MEMBERSHIP_DELETE MEMBERSHIP_ENTITLEMENT_ALLOW_TICKET_LIMIT_OVERRIDE MEMBERSHIP_ENTITLEMENT_CREATE MEMBERSHIP_ENTITLEMENT_DELETE MEMBERSHIP_ENTITLEMENT_UPDATE MEMBERSHIP_ENTITLEMENT_VIEW MEMBERSHIP_LEVEL_CHANGE_ELIGIBILITY_CREATE MEMBERSHIP_LEVEL_CHANGE_ELIGIBILITY_DELETE MEMBERSHIP_LEVEL_CHANGE_ELIGIBILITY_UPDATE MEMBERSHIP_LEVEL_CHANGE_ELIGIBILITY_ VIEW MEMBERSHIP_LEVEL_COLLECTION_CREATE MEMBERSHIP_LEVEL_COLLECTION_DELETE MEMBERSHIP_LEVEL_COLLECTION_UPDATE MEMBERSHIP_LEVEL_COLLECTION_VIEW MEMBERSHIP_LIFECYCLE_ACTION_DISCOUNT_CREATE MEMBERSHIP_LIFECYCLE_ACTION_DISCOUNT_DELETE MEMBERSHIP_LIFECYCLE_ACTION_DISCOUNT_UPDATE MEMBERSHIP_LIFECYCLE_ACTION_DISCOUNT_VIEW MEMBERSHIP_LIFECYCLE_RULES_CREATE MEMBERSHIP_LIFECYCLE_RULES_UPDATE MEMBERSHIP_LIFECYCLE_RULES_VIEW MEMBERSHIP_OFFERING_CREATE MEMBERSHIP_OFFERING_DELETE MEMBERSHIP_OFFERING_UPDATE MEMBERSHIP_OFFERING_VIEW MEMBERSHIP_RE_MAPPING_UPDATE MEMBERSHIP_RE_MAPPING_VIEW MEMBERSHIP_RULES_VIEW MEMBERSHIP_SALES MEMBERSHIP_TYPES_CREATE MEMBERSHIP_TYPES_DELETE MEMBERSHIP_TYPES_UPDATE MEMBERSHIP_TYPES_VIEW MEMBERSHIP_UPDATE MEMBERSHIP_UPGRADE_DOWNGRADE_UPDATE MEMBERSHIP_UPGRADE_DOWNGRADE_VIEW MEMBERSHIP_VIEW | Groups:
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| membership-user | MEMBERSHIP_CARD_LAYOUTS_VIEW MEMBERSHIP_CARD_VIEW MEMBERSHIP_LEVEL_CHANGE_ELIGIBILITY)VIEW MEMBERSHIP_LEVEL_COLLECTION_VIEW MEMBERSHIP_LIFECYCLE_ACTION_DISCOUNT_VIEW MEMBERSHIP_LIFECYCLE_RULES_VIEW MEMBERSHIP_OFFERING_VIEW MEMBERSHIP_RE_MAPPING_VIEW MEMBERSHIP_RULES_VIEW MEMBERSHIP_UPGRADE_DOWNGRADE_VIEW MEMBERSHIP_VIEW | Groups:
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offline-transactions-admin | OFFLINE_TRANSACTIONS_ARCHIVE OFFLINE_TRANSACTIONS_CREATE OFFLINE_TRANSACTIONS_DELETE OFFLINE_TRANSACTIONS_VIEW | Groups:
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order-request-admin | ORDER_REQUEST_CREATE ORDER_REQUEST_DELETE ORDER_REQUEST_UPDATE ORDER_REQUEST_VIEW | Groups:
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orders-admin | ORDER_CREATE ORDER_DELETE ORDER_PAYMENT ORDER_REBOOK ORDER_UPDATE ORDER_VIEW REFUNDS_EXECUTE | Groups:
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pos-admin | CUSTOMERS_VIEW POS_CASH_AMOUNT_UPDATE POS_CONF_VIEW POS_SALE_TERMINALS_CREATE POS_SALE_TERMINALS_DELETE POS_SALE_TERMINALS_UPDATE POS_SALE_TERMINALS_VIEW TICKETS_CHECKIN TICKETS_UNDO_CHECKIN WL_POS_CONFIG_UPDATE WL_POS_CONFIG_VIEW | Groups:
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pos-config-admin | POS_CONFIG_CREATE POS_CONFIG_DELETE POS_CONFIG_PUBLISH POS_CONFIG_UPDATE POS_CONFIG_VIEW | Groups:
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pos-user | POS_CASH_AMOUNT_UPDATE POS_OPEN_DRAWER_NO_SALE TICKETS_CHECKIN WL_POS_CONFIG_VIEW WL_TICKET_CONFIG_VIEW | Groups:
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pricing-admin | COUPONS_CREATE COUPONS_DELETE COUPONS_UPDATE COUPONS_VIEW DISCOUNTS_CREATE DISCOUNTS_DELETE DISCOUNTS_UPDATE DISCOUNTS_VIEW PERSON_TYPES_CREATE PERSON_TYPES_DELETE PERSON_TYPES_UPDATE PERSON_TYPES_VIEW PRICE_LISTS_CREATE PRICE_LISTS_DELETE PRICE_LISTS_UPDATE PRICE_LISTS_VIEW | Groups:
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rbac-user | MANAGE_USER_GROUPS_UPDATE ROLES_CREATE ROLES_DELETE ROLES_UPDATE ROLES_VIEW USER_GROUPS_CREATE USER_GROUPS_DELETE USER_GROUPS_UPDATE USER_GROUPS_VIEW | Groups:
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reports-admin | REPORTS_CREATE REPORTS_DELETE REPORTS_DOWNLOAD REPORTS_EXECUTE REPORTS_RESTRICT_GROUPS REPORTS_UPDATE REPORTS_VIEW REPORT_FIELDS_CREATE REPORT_FIELDS_DELETE REPORT_FIELDS_UPDATE REPORT_FIELDS_VIEW | Groups:
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| reports-user | REPORTS_OWNER_EXECUTE REPORTS_VIEW | Groups:
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resources-admin | ENTITY_EQUIPMENT_ASSIGN ENTITY_EQUIPMENT_CREATE ENTITY_EQUIPMENT_DELETE ENTITY_EQUIPMENT_SCHEDULE_CREATE ENTITY_EQUIPMENT_SCHEDULE_DELETE ENTITY_EQUIPMENT_SCHEDULE_UPDATE ENTITY_EQUIPMENT_SCHEDULE_VIEW ENTITY_EQUIPMENT_UPDATE ENTITY_EQUIPMENT_VIEW ENTITY_FACILITY_ASSIGN ENTITY_FACILITY_CREATE ENTITY_FACILITY_DELETE ENTITY_FACILITY_SCHEDULE_CREATE ENTITY_FACILITY_SCHEDULE_DELETE ENTITY_FACILITY_SCHEDULE_UPDATE ENTITY_FACILITY_SCHEDULE_VIEW ENTITY_FACILITY_UPDATE ENTITY_FACILITY_VIEW ENTITY_PERSONNEL_ASSIGN ENTITY_PERSONNEL_CREATE ENTITY_PERSONNEL_DELETE ENTITY_PERSONNEL_SCHEDULE_CREATE ENTITY_PERSONNEL_SCHEDULE_DELETE ENTITY_PERSONNEL_SCHEDULE_UPDATE ENTITY_PERSONNEL_SCHEDULE_VIEW ENTITY_PERSONNEL_UPDATE ENTITY_PERSONNEL_VIEW ENTITY_TEMPLATE_EQUIPMENT_CREATE ENTITY_TEMPLATE_EQUIPMENT_DELETE ENTITY_TEMPLATE_EQUIPMENT_UPDATE ENTITY_TEMPLATE_EQUIPMENT_VIEW ENTITY_TEMPLATE_FACILITY_CREATE ENTITY_TEMPLATE_FACILITY_DELETE ENTITY_TEMPLATE_FACILITY_UPDATE ENTITY_TEMPLATE_FACILITY_VIEW ENTITY_TEMPLATE_PERSONNEL_CREATE ENTITY_TEMPLATE_PERSONNEL_DELETE ENTITY_TEMPLATE_PERSONNEL_UPDATE ENTITY_TEMPLATE_PERSONNEL_VIEW RESOURCES_REQUESTS_ASSIGN RESOURCES_REQUESTS_DELETE RESOURCES_REQUESTS_EQUIPMENT_CREATE RESOURCES_REQUESTS_PERSON_CREATE RESOURCES_REQUESTS_PLACE_CREATE RESOURCES_REQUESTS_SELF_ASSIGN RESOURCES_REQUESTS_UPDATE RESOURCES_REQUESTS_VIEW | Groups:
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| resources-user | RESOURCES_REQUEST_SELF_ASSIGN RESOURCES_REQUESTS_VIEW | Groups:
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| sf-admin | SALESFORCE_INTEGRATION_UPDATE | Not automatically assigned to a group; see Salesforce Integration Tool User Guide for more details. |
tenant-admin | TENANT_ADMINISTRATION_UPDATE TENANT_ADMINISTRATION_VIEW | Groups:
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theme-admin | WL_CUSTOM_SCRIPTS_UPDATE WL_CUSTOM_SCRIPTS_VIEW WL_MEMBERSHIP_CONFIG_UPDATE WL_MEMBERSHIP_CONFIG_VIEW WL_POS_CONFIG_UPDATE WL_POS_CONFIG_VIEW WL_THEME_CONFIG_UPDATE WL_THEME_CONFIG_VIEW WL_TICKET_CONFIG_UPDATE WL_TICKET_CONFIG_VIEW | Groups:
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| theme-user | WL_MEMBERSHIP_CONFIG_VIEW | Groups:
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ticket-layouts-admin | TICKET_LAYOUTS_CREATE TICKET_LAYOUTS_DELETE TICKET_LAYOUTS_PUBLISH TICKET_LAYOUTS_UPDATE TICKET_LAYOUTS_VIEW | Groups:
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| ticket-layouts-user | TICKET_LAYOUTS_VIEW | Groups:
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