User Rights determine which modules of the software and level of access each user will have.

  • User access levels can be removed or limited for each AssociationSphere Software Module.
  • Admin Users can view/edit settings and add new users on the AssociationSphere Users page in Account Menu:
  • To edit a user's access level: highlight the user's row in grid, then select View/Edit > Security Settings. Select the new Access Level(s) from the dropdown menu under each Module/Section Name.

Admin User Access

Admin Users have access to all software modules and all items in the Organization Account Menu including: 

  • Managing and editing Organization Account Settings and Social Media links for page/email footers.
  • Adding and managing Users and modifying their User Rights Security Settings.
  • Viewing and managing Billing, saved credit card and payment information, and monthly receipts/invoices.
  • Accessing the Accounting Module and QuickBooks Integration (if applicable).

Non-Admin User Rights Options

Non-Admin Users have access to all software modules except for the Organization Account items listed above. User access levels can be limited or removed by Module. See available access levels by in the table below. Learn more about system features available in each module by clicking the Module names in blue.

    Access Levels

  • Full Access: allows user to view, edit and export data in that module.
  • No Access: removes all access to that module or function, including from appearing in menus within the software, and removes related tab(s) from the contact profiles in the CRM module.
  • Read Only: allows user to view records, but not add or edit information.
  • No Ability to Send: allows view/edit access for module, but removes the user's ability to send direct emails, email campaigns, surveys, and text messages from within the software.
  • Member Only: allows user to add new memberships and edit memberships and member attendance. Read only access for CRM contact profiles.

    Module Overview

  • CRM: Constituent contact information, relationships, interactions, and Volunteer module.
  • Documents: allows user to manage, add, and delete uploaded documents in CRM module.
  • Transactions, Gifts & Invoices: financial transaction history for constituents including: Invoices, memberships, donations, pledges, events, grants, sponsorships, and Peer-to-Peer module.
  • Online Transaction: controls whether user can view or edit Payment Pages in the Transactions & Invoices module.
  • Events: All transaction information related to event purchases, registrations, and ticketing.
  • Memberships: All information related to memberships and renewals for constituents.
  • Email Marketing: all features related to the email marketing campaigns and templates.
  • Online Surveys/Forms: contains responses and setup features for custom surveys and forms.
  • Auctions: contains all information related to auction events.
  • Accounting: controls access to Accounting section of Account Menu for QuickBooks Integration/Exports.
  • Text Messaging: controls whether user can send text messages from any module in the software.

    User Rights Access Levels by Module

Module NameAvailable User Rights Options
CRMFull AccessNo AccessRead OnlyFull Access + Wealth Report
Transactions & InvoicesFull AccessNo AccessRead OnlyFull Access + Wealth Report
Email MarketingFull AccessNo AccessNo Ability to Send
Online Surveys/FormsFull AccessNo AccessNo Ability to Send
Online TransactionsFull AccessNo Access

EventsFull AccessNo Access

MembershipsFull AccessNo AccessRead Only
AuctionsFull AccessNo Access

DocumentsFull AccessNo Access

AccountingFull AccessNo Access

Text MessagingAllowed to Send TextsNot Allowed to Send Texts