What can each RecDesk Administrative User Role do?

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  Overview

The User Role determines what privileges individuals in your organization have in the RecDesk Director application. The different roles and capabilities are outlined in the table below.

 

View Calendar Only

POS Cashier POS Shift Manager Check-In Attendant  View Only Associate Assistant Director Director
Dashboard  
View Flex Calendar  *  * * * *
Programs  
View Program         * * * *
Add/Edit Program             * *
View Schedule         * * * *
Edit Schedule             * *
View Roster         * * * *
Edit Roster           * * *
Memberships  
View Memberships         * * * *
Add/Update/Renew Memberships           * * *
Facilities  
View Facility         * * * *
Add/Edit Facility             * *
View Facility Usage         * * * *
Reservations           * * *
Members  
View Member         * * * *
Add/Edit Member           * * *
View Member History         * * * *
Registration  
Add New Registration           * * *
POS  
View Items/Locations         * * * *
Edit Items/Locations             * *
Transact Sales   * *     * * *
Process Returns   * *     * * *
Override Prices             * *
Apply Discounts   * *     * * *
Voids             * *
Open/Close Register     *        *  *
Shift Report   *       * *  
Check-In  
Facility Check-In's/Drop-In's       * * * * *
Self Check-In       *   * * *
FlexForms  
Add/Edit Forms             * *
Leagues  
View Leagues         * * * *
Create New League             * *
Add/Edit Teams             * *
Assign Players to Team             * *
Create/Edit Schedule             * *
Edit Standings             * *
Admin Functions  
View Users         * * * *
Add/Edit Users               *
View Custom Lists         *   * *
Add/Edit Custom Lists             * *
Add/Edit GL Codes               *
View Organization Profile         *   * *
Edit Organization Profile               *
Money  
View Payments         * * * *
Receive New Payments           * * *
View Settlements         * * * *
Issue Refund             * *
Edit Refund             * *

 

RecDesk Administrative User Roles:

Directors - Can perform ALL functions in RecDesk.

Assistant Director - Can perform all functions EXCEPT for Adding/Editing RecDesk Users and Add/Editing GL Codes to Manage Custom Lists.This is the lowest role necessary to help Build within RecDesk and be able to perform Refunds and Voids.

Associates - Can put members into the system and enter them in programs, memberships or reservations. They can also process Check-In's and POS transactions. They CANNOT assist in the building of the system nor can they perform a REFUND or VOID.

View Only - Can View information across the Director site but they cannot add, edit or change existing information.

Check-In Attendant - Only has access to the Check-In screen. They can set the system to Self Check-In or Check members into a facility. During a facility Check In they will be able to Drop members into Programs and collect/record payment.

POS Cashier - Only has access to the POS screen. Can process POS transaction Sales and Returns

POS Shift Manager - Only has access to the POS screen. Can process POS transaction Sales and Returns. They can also Open/Close registers and print a shift report

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