thankQ Help
The table below summaries the 40 most commonly used access rights. These access rights will get you off to a good start. Many of these access rights form part of the preset roles.
Access Rights in Red font should only be given to a thankQ Administrator. This is someone that has attended this thankQ Administrators course.
Please note that many Access Rights will require other access rights to be given as well to ensure that the functionality works as expected.
Access Right |
Description |
Other Access Rights Required |
Action Mgr Read Write |
Create, Edit and Delete Actions |
|
Action Mrg Admin (below 4.35) |
Set up Date Fired, System Fired and Function Fired Actions. Delete several actions in one go |
Action Mgr Read Write |
Address Read Write |
Create Additional Addresses for contacts. Add contacts to Households |
Contact Read Write |
Communication Read Write |
Create, Edit and Delete Communication Entries. Write a Letter to one contact |
Contact Read Write |
Communication Admin |
Attach a file to a selection of communication entries. Edit attached files |
Contact Read Write |
Contact Read Write |
Create and Edit Contacts |
|
Contact Admin |
Merge Contacts. Perform Global Updates. Remove contact photo |
Contact Read Write |
Contact Archive |
Archive one contact at a time |
Contact Read Write |
Contact Archive Admin |
Archive a selection of contacts at once |
Contact Read Write |
Contact Biography Report |
Produce Biography and Summary Contact Reports |
Contact Read Write |
Contact Report |
Run Contact Reports and Report with Sublists. View Standard Contact Reports |
Contact Read Write Report Read Write |
Contact Profile Read Write |
Create, Edit and Delete Profiles |
Contact Read Write |
Contact Profile Admin |
Add and Remove Profiles for a selection of contacts at once |
Contact Read Write |
Data Import Read Write |
Import Data into thankQ. Perform Duplication checks |
|
Data Import Admin |
Create Data Import templates |
Data Import Read Write |
Event Read Write |
Create, Edit and Delete Events. Invite and Book Contacts on Event. Allocate contacts to Structures and Sessions |
|
Event Report |
Run Event Reports and Reports with Sublists. View Standard Event Reports |
Event Read Write Report Read Write |
Group Read Write |
Create, Edit and Delete Groups |
Contact Read Write |
Household Read |
View the Household tab on the Contact Details Form. (Use Address Read Write) to assign contacts to a household. |
Contact Read Write Address Read Write |
Mailing Read Write |
Create Mailings using Mail Manager. Create Word Templates |
|
Mailing Admin |
Create Include Text and Include Field Rules |
Mailing Read Write |
Mailing Preference Read Write |
Specify Mailing Preferences or Do Not Mail Preferences |
|
Mailing Preference Admin |
Update Mailing Preferences for a selection of contacts at once |
Mailing Preference Read Write |
Membership Read Write |
Create and Edit Memberships, including Renewals and Rejoins. Produce Membership Reports |
|
Payment Read Write |
Create, Edit and Delete Payments. Produce Paying in Slips and Batch Reports. Set Payments as Successful and Move Failed Payments. Load Due Payments into a Batch |
|
Payment Admin |
Create Batches, Submit Batches for Checking and Approve Batches. Reverse Payments. Transfer Payments to Related Contacts |
Payment Read Write |
Payment Report |
View Finance Reports in the Reports Module. Produce Reports and Reports with Sublists |
Report Read Write Payment Read Write |
Pledge Read Write |
Create and Edit Pledges. Activate, Cancel, Write Down and put a pledge on hold |
|
Pledge Admin |
Make On Hold Pledges, Active, perform Global Updates and Recalculate Payment History. |
Pledge Read Write |
Pledge Report |
Use Report and Report with Sublist options in Pledge Form |
Pledge Read Write |
Relationship Read Write |
Create, Edit and Remove Relationships |
|
Report Read |
Access to the Reports Module, Power Searches, Reports – My List, Saved Form Reports and Saved Standard Reports |
|
Report Read Write |
Can also view Contact, Event and Finance reports even if don’t have access to these modules |
|
Segment Read Write |
Apply Household grouping to Mailings. Segment Mailings |
|
Sponsorship Read Write |
Create, Edit and Delete Sponsorships. Review and Terminate Sponsorships. |
|
System Admin |
Create, Edit Delete Users. Access Rights and Roles. Lookup Values. Many other system configuration functions. |
|
Trading Read Write |
Access to all Merchandise Module functionality. |
|
Volunteer Read Write |
Access to all functionality within the Volunteers Module |
|
Workflow Picture |
View diagram in Workflow tab for modules that have a workflow (E.g. Batch processing, Mail Manager). |
|
