President: Treasurer:
Change own Username/Password Can access all PTAEZ features
Can assign roles to any Assign roles to any
Can review all reports under Reports Tab
Can utilize the Bulk Mailer Auditor:
Can access Individuals Can review all reports under Reports Tab
Can access Officer/Board Member Contact Can utilize the Bulk Mailer
Can access “Out PTA”
Can manage Webstore Financial Secretary:
Unit Assistant: Change own Username/Password
Change own Username/Password Can Write/Record Receipts
Can Write/Record Receipts Can review the reports
View Deposit History Generate Financial Secretary Report
Can review all reports under Reports Tab Category History Reports (for those Categories selected when role assigned)
Can access Fundraisers/Programs Tool Generate Budget to Actual
Can access the Budget and Budget to Actual Report Can access Fundraisers/Programs Tool
Can utilize the Bulk Mailer OC Admin
Can access Bank Reconciliation History Officer/Board Member Contact
Can Import Members/Individuals Can Add, change and remove Officers
Can access Item Admin Generate Officer Reports
Can access Webstore Admin OC Reporting
Can access Individuals Officer/Board Member Contact
Can access Membership Management Can view Officers already listed
Can set up Vendors Generate Officer Reports
Can manage Webstore
Roles that can assign any user access: President, Treasurer, and OC Admin