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.


TABLE OF CONTENTS


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.


GroupRoles
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-admin

pos-config-admin

pricing-admin

rbac-user

reports-admin

resources-admin

tenant-admin

theme-admin

ticket-layouts-admin

Advanced Useraccounts-admin
addons-admin
address-admin

combos-admin

coupons-admin

custom-fields-admin

custom-fields-user

customer-admin

donations-user

event-admin

forms-admin

history-admin

household-admin

impex-admin

membership-admin

offline-transactions-admin

pos-config-admin

pricing-admin

reports-admin

resources-admin

theme-admin

ticket-layouts-admin

Basic Useraddress-admin
custom-fields-user
donations-user
event-user
forms-user

household-user

membership-user
pos-user
reports-user
resources-user
theme-user

ticket-layouts-user



RolePermissionsNotes

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:
  • System Admin
  • Advanced User

In ACME, "Accounts" are Organizations

addons-admin

ADDONS_CREATE

ADDONS_DELETE

ADDONS_UPDATE

ADDONS_VIEW

Groups:
  • System Admin
  • Advanced User

address-admin

ADDRESS_CREATE
ADDRESS_DELETE
ADDRESS_UPDATE
ADDRESS_VIEW
Groups:
  • System Admin
  • Advanced User
  • Basic User

combos-admin

COMBO_TEMPLATE_CREATE

COMBO_TEMPLATE_DELETE

COMBO_TEMPLATE_UPDATE

COMBO_TEMPLATE_VIEW

Groups:
  • System Admin
  • Advanced User
This role and its associated permissions pertain to Combo Events functionality.

coupons-admin

COUPON_CATEGORIES_CREATE

COUPON_CATEGORIES_DELETE

COUPON_CATEGORIES_UPDATE

COUPON_CATEGORIES_VIEW

Groups:
  • System Admin
  • Advanced User

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:
  • System Admin
  • Advanced User

custom-fields-userDONATIONS_CUSTOM_FIELDS_VIEW
FORMS_CUSTOM_FIELDS_VIEW
Groups:
  • Advanced User
  • Basic User

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:
  • System Admin
  • Advanced User

customer-user

PROFILE_UPDATE

USER_PASSWORD_UPDATE

Groups:
  • System Admin

customers-admin

CUSTOMERS_CREATE
CUSTOMERS_CREATE_ORDER
CUSTOMERS_CREATE_ORGANIZATION_ORDER
CUSTOMERS_DELETE
CUSTOMERS_UPDATE
CUSTOMERS_VIEW
Groups:
  • System Admin

donations-admin

DONATIONS_CONFIG_CREATE
DONATIONS_CONFIG_DELETE
DONATIONS_CONFIG_UPDATE
DONATIONS_CONFIG_VIEW
Groups:
  • System Admin

donations-userDONATIONS_CONFIG_VIEWGroups:
  • Advanced User
  • Basic User

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:
  • System Admin
  • Advanced User

event-user
EVENT_CALENDAR_VIEW
EVENT_TEMPLATE_VIEW
EVENT_VIEW
Groups:
  • Basic User

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:
  • System Admin
  • Advanced User

forms-userFORMS_VIEW
FORMS_RESPONSE_VIEW 
Groups:
  • Basic User

history-admin

HISTORY_RESTORE
HISTORY_VIEW
Groups:
  • System Admin
  • Advanced User
History pertains to the change history on an event template.

household-admin

HOUSEHOLD_CREATE
HOUSEHOLD_DELETE
HOUSEHOLD_UPDATE
HOUSEHOLD_VIEW
Groups:
  • System Admin
  • Advanced User

household-userHOUSEHOLD_VIEWGroups:
  • Basic User

impex-admin

IMPEX_JOBS_DELETE
IMPEX_JOBS_UPDATE
IMPEX_MAPPINGS_UPDATE
IMPEX_EXECUTE

TENANT_ADMINISTRATION_VIEW 
Groups:
  • System Admin
  • Advanced User

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:
  • System Admin
  • Advanced User

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:
  • Basic User

offline-transactions-admin

OFFLINE_TRANSACTIONS_ARCHIVE
OFFLINE_TRANSACTIONS_CREATE
OFFLINE_TRANSACTIONS_DELETE
OFFLINE_TRANSACTIONS_VIEW
Groups:
  • System Admin
  • Advanced User
Worldpay processing only

order-request-admin

ORDER_REQUEST_CREATE
ORDER_REQUEST_DELETE
ORDER_REQUEST_UPDATE
ORDER_REQUEST_VIEW
Groups:
  • System Admin

orders-admin

ORDER_CREATE

ORDER_DELETE

ORDER_PAYMENT

ORDER_REBOOK

ORDER_UPDATE

ORDER_VIEW

REFUNDS_EXECUTE

Groups:
  • System Admin

pos-admin

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:
  • System Admin

pos-config-admin

POS_CONFIG_CREATE

POS_CONFIG_DELETE

POS_CONFIG_PUBLISH

POS_CONFIG_UPDATE

POS_CONFIG_VIEW

Groups:
  • System Admin
  • Advanced User

pos-user

POS_CASH_AMOUNT_UPDATE

POS_OPEN_DRAWER_NO_SALE

TICKETS_CHECKIN

WL_POS_CONFIG_VIEW

WL_TICKET_CONFIG_VIEW

Groups:
  • System Admin

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:
  • System Admin
  • Advanced User

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:
  • System Admin

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:
  • System Admin
  • Advanced User

reports-userREPORTS_OWNER_EXECUTE
REPORTS_VIEW
Groups:
  • Basic User

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:
  • System Admin
  • Advanced User

resources-userRESOURCES_REQUEST_SELF_ASSIGN
RESOURCES_REQUESTS_VIEW
Groups:
  • Basic  User

sf-adminSALESFORCE_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:
  • System Admin

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:
  • System Admin
  • Advanced User

theme-userWL_MEMBERSHIP_CONFIG_VIEWGroups:
  • Basic User

ticket-layouts-admin

TICKET_LAYOUTS_CREATE
TICKET_LAYOUTS_DELETE
TICKET_LAYOUTS_PUBLISH
TICKET_LAYOUTS_UPDATE
TICKET_LAYOUTS_VIEW
Groups:
  • System Admin
  • Advanced User

ticket-layouts-user
TICKET_LAYOUTS_VIEWGroups:
  • Basic User