Administering User Roles

Bilby controls user access with 3 simple roles that grant access to certain records. This allows you to delegate administrative tasks such as Activity Moderation, User and Membership management, and Financial management.

How to change a Users role

To view, add or remove roles related to a User Account, simply navigate to the User Profile that you would like to investigate, and select the ‘Roles’ option from the navigation menu.

• Login to Bilby with a Partner Account / Super Admin
• Navigate to any Users Profile
• Select the ‘Roles’ option from the admin menu
• Check or uncheck any roles
• Click on the ‘Update’ button to save the changes

Information about Bilby Roles

Any User Account can have roles added or removed on their Account. This makes it a breeze to change your administration structure anytime!

Partner Account / Super Admin

This is the highest level of access in Bilby. It allows a User to administer site settings, configurations and update / change other users roles. By default Bilby allows up to 3 Partner Accounts in a Partner Site.

Users that have been given this role will have access to all the Officer roles below regardless if they are enabled on their Account or not.

Activity Officer

This role provides read and write access over the activity database. Browse and create reports on all activities in the system, or view individual users activities and bookings. Users with this role can moderate and update any users activity data.

Receipt Officer

This role is attached to financials and receipt management. This grants access to creating manual receipts and viewing payments processed with the system. Users given this role will be able to browser other users profile home page, and view receipts processed by an individual user.

Member Officer

This role provides read and write access over the Membership database. Browse users profiles and modify user data. Users with this role can administer membership status including expiry date as well as deactivating users who do not adhere to the code of conduct.