User roles and permissions control what each person can see and do in Argenta.
How Security Works
Argenta uses a layered security model:
- User Accounts: Individual logins for each person
- User Roles: Groups of permissions assigned to users
- Module Permissions: Access to specific areas (Fundraising, Events, etc.)
- Action Permissions: Ability to view, add, edit, delete within modules
- Record-Level Security: Locking specific records
Common User Roles
- Master Admin: Full access to everything
- Administrator: Broad access with some restrictions
- Manager: Department or area-specific access
- Staff: Day-to-day operational access
- Limited User: Restricted to specific functions
- Read Only: Can view but not modify
Permission Types
- View: Can see records
- Add: Can create new records
- Edit: Can modify existing records
- Delete: Can remove records
- Export: Can download data
- Admin: Can configure settings
Organizational Unit Security
Users can be restricted to see only records in their:
- Chapter
- Division
- Department
- District/Precinct
Managing Users
User management is accessed through: My Organization > Users