Who needs access
Stop 7 of 58 · about 7 minutes
Who else should be in Orbit, and what should they be able to do? Right now you might be the one person who knows where the numbers are. That works until you go on holiday.
The lesson
Orbit has three kinds of access.
- Viewer: looks at dashboards, clicks into charts, filters them. Can't see individual records or build audiences. Think: a board treasurer, a program manager who wants numbers, not names.
- User: everything a Viewer can do, plus building audiences and seeing the records behind the numbers. Think: your fundraising lead, whoever pulls the newsletter list.
- Admin: everything a User can do, plus permissions, Apteco Connect, and switching features like Orin on. Think: your database or operations person. One, or two at most.
Your Orbit Admin or Apteco contact sets people up. Your job is deciding who needs what.
Your turn, in You and your team
- List your team by job title, not name, and mark each one Viewer, User or Admin.
- Send the list to your Orbit Admin or Apteco contact.
Quick check
A board member checks retention before each meeting but never pulls lists. What access?
- Viewer
- User
- Admin
Answer: Viewer
Your comms coordinator pulls a lapsed-donor list for every newsletter. What access?
- Viewer
- User
- Admin
Answer: User
Your database lead wants to connect a new data source and switch Orin on. What access?
- Viewer
- User
- Admin
Answer: Admin
Need a hint?
Viewers look. Users also build lists and see records. Admins also handle permissions, Connect and features.
Why it matters
When your whole team can see your supporters, decisions stop waiting on one person.
Read on
Read more in the Apteco Help Hub
Learn Mission is a free course. You read a little, do it yourself, then answer one quick check. Orin, the assistant in Orbit, walks with you. Your progress stays in your browser.
Do this stop yourself
It is stop 7 of 58. Open it in the course, or start from the beginning.
Open this stop in the course