Insights for Group Administrators



Objective:

  • Have a concrete understanding about the different insights available for group administrators

Introduction


A group administrator is a limited super administrator who has access and control only over the opportunities, organisations, users, and/or stories with matching custom field values. In addition, a group administrator has access to insights, but not to settings. (If you don't know how to set up a group administrator, check out this article here.)


Insights is where you can export reports from the data gathered in the platform. However, group administrators only has access depending on the assignment they were given.


Super Administrator Account Insights Access


By default, all insight reports are available for a super administrator.


To contrast, think of a group administrator as a super administrator with limited admin access.



Group Administrator Accounts Insights Access


There are different roles you can assign a group administrator:

  • Opportunity
  • Organisation
  • User
  • Story

Each role grants access to different insight reports. However, since you can give a group administrator multiple roles, it is possible to grant a group administrator access to most of the insight reports.


Opportunity Group Administrator Access


Opportunity group administrators have the duty to attend to any opportunity-related matters. As such, an opportunity group administrator only has access to opportunity-related insight reports including the following:

  • Overview of R.I.S.E. Score
  • Maps
  • Hours by Activity Type
  • Interests report
  • Attendees
  • Opportunity and Reports Summary

Opportunity Group Administrator Access


In addition, an opportunity group administrator can run different filters on the "Attendees" insight, including any custom fields visible for opportunities.



Organisation Group Administrator Access


Organisation group administrators have the duty to attend to any organisation-related matters. Opportunities are under organisation, so it should be given that an organisation group administrator has all the privileges of an opportunity group administrator. An organisation group administrator only has access to organisation-related insight reports including the following:

  • Overview of R.I.S.E. Score
  • Maps
  • Hours by Activity Type
  • Interests report
  • Attendees
  • Custom Report Fields
  • Opportunity and Reports Summary

Organisation Group Administrator Access


User Group Administrator Access


User group administrators have the duty to attend to any user-related matters with access to user-specific insight reports like:

  • R.I.S.E. Score
  • Maps
  • Interests report
  • Users

User Group Administrator Access


There are filters available on the "Users" insights, including any custom fields visible for users.



Story Group Administrator Access


Story group administrators have the least access to insight reports:

  • Overview of R.I.S.E. Score
  • Interests report

Story Group Administrator Access


In summary, this table shows the access of different group administrators:


Insight Reports
Opportunity Group AdminOrganisation Group Admin
User Group Admin
Story Group Admin
R.I.S.E. ScoreOverviewOverview

Overview
Maps



Monthly Totals



Hours by Activity Type



Interests Report



Attendees



Custom Report Fields



Users



Financial Contributions



Opportunity and Reports Summary





For more information: