Reward Manager Roles - Member Access Control Administrator

Scenario:

I would like to make updates to members access, import members and add/edit member information

Role Name: 

Member Access Control Administrator

Internal or External Role?: 

Both

Description / Role Privileges: 

Ability to manage access to the programme. (Import Members, Add Members and Edit Member Information etc.).

Relevant SmartDashboard, Product or System: 

System

Menu Options: 

• Members 

Submenu Options: 

• • • Browse Members
    • Add Members
    • Update Membership List
    • Membership Update History
    • Task Manager
    • Member Opt Outs

Role Sees (what they can see): 

• Browse Members
  • Depending on the programme registration criteria and setup the Browse member page may contain the following data: RG ID, UUID, Names, Date of Birth, Start Date, Membership Number, Registered date, Last Login, Membership Status, Two-factor Setup Type, Answers to Registration questions and Enterprise Fields.
  • Depending on the programme registration criteria and setup when Editing individual accounts in the Browse Members page the following data may be included in addition to the above: Email Address, Address, Home and Mobile Phone number, Timezone, Birthday and eCard preferences*, SAML IDs, SmartPay data, License Country, R&R nomination Approvers)

• Add Members
  • Membership upload templates

• Update Membership List
  • Membership upload templates.
  • Membership upload history for each template including Update Date, Type, Upload Type, Upload Status, Members After, Licences After, Updated By, Warnings.
  • Send welcome emails - History of Batches of welcome emails including batch name, Created by, Number of members in the batch, Status

• Membership Update History
  • History of updates processed via Membership upload or SFTP - includes Update Date, Type, Upload Type, Upload Status, Members After, Licences After, Updated By, Warnings

• Task Manager 
  • The user can view and manage deactivation requests and subject access requests.
  • If the user also has the 2FA Access Administrator role, they will have access to Multi-factor Authentication Reset Requests in task manager

• Member Opt Outs 
  • Can check if a unique identifier is in the opt-out list.

Role Edits (detailed list of tasks): 

• Browse Members
  • Can export the membership list.
    Can assign roles. Roles assigned are subject to Permissions Manager approval with the below exceptions:
    
    • If a Member Access Control Administrator who also has the Permissions Manager role assigns a role to a member the role will be indeed without Permissions Manager approval
    • If the user to whom the role is assigned is a Permission Manager, the new roles will be added without Permissions Manager approval
      Member Access Control Administrators can remove access roles without Permissions Manager approval
    • If a Member Access Control Administrator also has the Programme Security Administrator role, they can send password reset instructions to specific members.
  • Can edit member details except RG ID, UUID,Names, Registered date, Last Login, Membership Status, Two-factor Setup Type

• Add Members
  • Can add new members manually if the scheme allows.

• Update Membership List
  • Can upload eligibility files to add new members, remove leavers or update existing accounts
  • Can set-up new templates, change configuration of existing templates or delete templates
  • Can export a list of warnings for each upload
  • Can Issue or cancel batches, if they are not already issued or suspended

• Membership Update History
  • Can export a list of warnings for each upload

• Task Manager 
  • If the user also has the 2FA Access Administrator role, they will have access to Multi-factor Authentication Reset Requests in task manager

• Member Opt Outs 
  • Can add or remove numbers to/from the opt-out list

How to Configure the Role:

To be added