Membership: User Admin type access level definitions

When editing individual accounts in Team Admin > Account/Member Admin (Chameleon) or Team Tools > Accounts (New CMS) , there is an Account Access Settings section. Here is what each access level drop down menu can give users.

Account Access Setting in AMA

Account Status

This is not an admin level but determines if an account is can Sign In or not. See Account and Member Status definitions for more info.

Admin Level

This drop down gives overall access to all areas of SwimOffice. You will generally set someone to at least Email/Print/Calendar if you want to give them Admin access, then set other admin menus if you want to give greater access to specific SwimOffice areas.

Not an admin
Not an admin is for private access to one's account. They can view all their own billing information and service hours (should the team be using this function). The Account holder will only be able to edit their primary contact information and cannot edit their Admin privilege level, billing level and/or turn off their membership. If you want someone to only have access to one of the admin areas below, leave this as Not an admin, although they may need access to other areas as well and thus need a higher admin level.

Email/Print/Calendar
Email/Print/Calendar enables the user all the control of Not an admin plus the ability to edit calendars, print rosters and send emails to active team members. As well, this admin can manage all Swim Meet Entries and time tracking capabilities of the Platform. The admin cannot create and/or edit an event, but can commit athletes to the events. This admin privilege is perfect for coaches and volunteer team members to help control better messaging, communication, reporting and meet entries.

Webmaster/Event
Webmaster/Event enables the user all of the control of both Not an admin and Email/Print/Calendar privilege levels. In addition, the Webmaster/Event can control almost every facet of the team website content and information, aside from Account/Member and Financial management. Webmaster also is an Event Signup Admin, who manages all the Event Signup activities, including the ability to sign up other accounts for jobs and commit athletes to events.

Superuser
Superuser is the all-powerful one. Every tool and feature of SwimOffice is available to the Superuser. The primary addition with this privilege level is the billing and time tracking features. This level can access Registration Admin, Lesson Admin, TUMoney, edit the admin level and status of accounts, and edit all member fields. Be careful to limit this control to only a few key team members.

Lesson Admin

This drop down only appears in sites with the Lessons platform. You do not need to set this for Superusers; they have this ability by default. See Lesson Admin levels for info on the three levels of access.

TUMoney Admin

This drop down appears only in sites with the TUMoney platform. When you set this to Full Access, the account will be able to fully manage the TUMoney section of the website. You can set this for any admin level, including Not an admin. You do not need to set this for Superusers; they have this ability by default.

TouchPad PC Admin

Anyone can use TouchPad Meet Management software, but you must select Admin for anyone who needs to sync TouchPad with SwimOffice, even a Superuser. Without this designation, syncing will not be allowed. You must also be a Superuser to initially see a meet in SwimOffice that is synced from TouchPad.

Lesson Account Status

This is not an admin level; it determines a Lessons Account's class enrollment for students and recurring billing status. See Lessons: Setting Account status for more info.

Financial Admin

Allows you to give anyone Read Only ("look but don't touch") or Full Access to all areas in Billing Admin only. Read Only is handy for Board Members, while Full Access is useful for the team Treasurer or Accountant.

REMEMBER: This is a multi-user system and more than one user can be logged into your team website at one-time. The system processes any changes on a first-change basis. This is the reason it is important to set the rules of who is responsible for what clearly to avoid over writing changes.

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See Also
Service Hours Admin: Admin level needed to access
Fundraising Admin: Admin level needed to access

Membership

  1. Account/Member Admin: Quick Start Guide and Tutorials
  2. Membership: Add a Coach or Director to the Coaches Page
  3. Membership: Add email addresses to Accounts and Members
  4. Membership: Can't add account because email already exists
  5. Membership: Add / create new Account
  6. Membership: Add or Edit a Member
  7. Membership: Delete Member/Athlete/Swimmer
  8. Membership: Printing an Attendance Report
  9. Membership: What do I do if I forgot my password?
  10. Membership: Members cannot be under more than one account
  11. Membership: Cancelled/Hidden vs Suspended vs Waiting for Approval status
  12. Membership: Can an admin verify an email address or SMS number?
  13. Membership: Can I age up all of my athletes?
  14. Membership: Can I create a new Account without a valid email address?
  15. Membership: Can I merge Accounts? Dealing with duplicate accounts/members
  16. Membership: Divorced parents account - How to handle in SwimOffice
  17. Membership: Reset password / email password/login email
  18. Membership: Member and coach photo size guidelines
  19. How Can I Tell Who Has A Verified Email Address?
  20. How do I add a photo to a profile?
  21. Membership: Build ID Card # / Member/athlete/swimmer ID #
  22. Membership: Reset t-shirt sizes to blank
  23. Change my password
  24. Filter by Gender - Member Tab
  25. Deleting a Coach or Board Member from the Coaches Tab
  26. Delete a Roster Group
  27. How do I edit an existing account?
  28. Membership: Export roster/members for import into Team Manager
  29. Move an athlete/member from under one account to the other
  30. Accounts/Members: Export a roster to import into Meet Manager
  31. Print Athlete Roster or Member Directory
  32. Print or produce a report with account information or member information?
  33. Printing Rosters
  34. Set an inactive date for a member to show when they will be leaving?
  35. Membership: Upload/import member database for those without Team Manager
  36. Membership: Verify my email address
  37. Does Reactivating / turning on an account change the password?
  38. If I change the status of an account to something other than active will they be able to login?
  39. Membership: Account notes that only Superusers can see
  40. Membership: Member notes that only Superusers can see
  41. Membership: Opt-in/opt-out of Member Search
  42. Member login and password isn't working
  43. Preferred name in athlete member profile - Overview of uses
  44. Account and Member Status definitions
  45. Membership: User Admin type access level definitions
  46. Membership: Number of email addresses and SMS numbers allowed
  47. Sent password email and account didn't receive it
  48. What if I don't have the required email or address field for an account?
  49. Why can't I enter my email address in for a new account?
  50. Why is my swimmer not showing the event?
  51. Edit Attendance or Workout report on the Website / SwimOffice - Sync back to OnDeck
  52. Membership: Add and verify a cell number for SMS/texting
  53. Coach's Page - Hiding the Board of Directors
  54. Print mailing labels
  55. No Contact Email Assigned error
  56. Add a custom user defined field in Account/Member Admin or in Registration
  57. Shortcut Keys
  58. Membership: Save and customize filters, columns and views
  59. Making a view the default using filters
  60. Membership: Multi-edit accounts or members
  61. Sorting options / Alphabetical Sort
  62. Contact Us Button - Marketing Best Practice
  63. Make bulk changes on accounts & members and billing & roster groups
  64. Team Club Code is being used by another team error
  65. Membership: Use filters to display specific lists of accounts/members
  66. Membership: Multi-Edit account or member fields
  67. Membership: Customize t-shirt sizes
  68. Membership/Registration: Export t-shirt sizes
  69. Delete and undelete accounts and members
  70. UK Membership: Hard delete accounts - anonymize data
  71. Adding or Editing a Roster Group, Location, Sub Billing or Billing Group
  72. Membership: Save a custom search - Saved Views
  73. Custom report print or Excel - Member/Athlete or Account report of data
  74. Set an athlete as Not USA Registered
  75. Understanding What you Are Filtering On
  76. My columns don't show in account member admin
  77. Email the Password to one, many or multiple Accounts
  78. Searching in Account Member Admin
  79. Membership: Workout / Attendance Report
  80. Membership: Add a Roster Group
  81. Accounts/Members: Export accounts/members roster to Excel spreadsheet
  82. Manually reset password for account
  83. Membership: Determine accounts with ONLY inactive members
  84. Membership: Duplicate email / email already exists / can't add account
  85. YMCA Membership: Remove coach so they stop receiving emails
  86. Membership: View MainSet videos
  87. Membership: Exclude accounts from meet financial requirements
  88. Membership: View individual athlete meet results, best times
  89. Membership UK: DBS Check Date field
  90. Membership: Hide Member from search in Members tab
  91. Membership: Determine account's most recent/last log in
  92. Membership: Find out who was in which Roster Groups/Squads in the past
  93. UK Workforce training certifications introduction
  94. UK Workforce: Add/designate Workforce Admins
  95. UK Workforce: Set/designate Workforce members
  96. UK Workforce: Add/edit member roles, courses and certificates
  97. UK Workforce: Filters - Check certifications and expiry dates
  98. USA Swimming racing start certifications
  99. Membership: Privacy Settings - Set Data Visibility
  100. Membership: Privacy Settings - Set Roster/Squad Admins
  101. Membership: Enable/disable Member Search
  102. UK Membership: Check Membership Data Report

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