Update Tab Rights¶
You can control which tabs Volgistics System Operators see in your volunteer records using the Tab Rights page for a selected tab. If you're not already on the Tab Rights page you can get there by:
-
Choose Field Options.
-
Select the tab you want to change the rights for. You can set tab rights for the Profile, Service, Schedule, History, Contacts, Notes, Vic, and Docs tabs. There is not a way to set tab rights for the Core Tab because it contains essential information for the volunteer's record such as their first and last name. If you want to set tab rights for the Docs tab, please see Documents Tab Settings.
-
Click the Tab Rights link to set up access to the tab.
You control tab rights based on the operator's user level. There are three user levels in Volgistics:
- Volgistics Administrators
- Power Users
- Basic Users
Every Volgistics System Operator has one of these three user levels. You can determine or change a System Operator's user level by:
-
Select Setup from the menu.
-
Expand the System Operators link.
-
Select an operator's name.
-
View or change the User level dropdown. See System Operator Settings if you need more assistance.
-
Click the Save button at the bottom of the page if a change was made in step 4.
Volgistics Administrators can:¶
Check See this tab if you want Volgistics System Operators whose user level is Volgistics Administrator to be able to use the selected tab in your volunteer records. Un-check See this tab if you do not want Volgistics System Operators whose user level is Volgistics Administrator to be able to use the selected tab.
Power users can:¶
Check See this tab if you want Volgistics System Operators whose user level is Power User to be able to use the selected tab in your volunteer records. Un-check See this tab if you do not want Volgistics System Operators whose user level is Power User to be able to use the selected tab.
Basic users can:¶
Check See this tab if you want Volgistics System Operators whose user level is Basic User to be able to use the selected tab in your volunteer records. Un-check See this tab if you do not want Volgistics System Operators whose user level is Basic User to be able to use the selected tab.
Click the Save button to save your changes, or the Cancel button to close without saving your changes.
More Help
Note that in addition to customizing rights for tabs in Volgistics, you can also control access to the individual fields on the tabs. This is useful when a specific field on a tab should be hidden from System Operators of a certain user level, but there is no reason to restrict their access to the entire tab. You can customize a field to determine whether it is View and change, View only, or Hidden to System Operators based on their user level.
You can find more information on configuring operator rights, plus examples of how these changes will appear for operators, in the Limit Operator Rights or Access help topic.