Contact Admin Segmentation

With a VolunteerMatters Enterprise subscription, the "Contact Admin Segmentation" feature allows you to restrict administration for an admin to a specific subset of contacts.  For example, if you included Donor contacts in your database you could create a Donor Record Contact Segmentation that when assigned to administrators would limit them to working specifically with those Donor records.   If you would like more information on VolunteerMatters Enterprise edition please contact our sales department.

Contact Admin Segmentation works by creating a Contact Segmentation filter (this can be based upon any contact field criteria) and when assigned to a site user (along with the other necessary Admin Roles), that admin will then be able to only administer to records that match the filter created.

The Contact Segmentation filters are created via the Setup area.  Log into VolunteerMatters with the appropriate administrative rights and click on Setup > Contact Segmentation ().

This will open the Contact Segmentation Filter page.  Here you can edit existing Contact Segmentation filters or create new ones.

 

Add

1. To create a new Contact Segmentation filter click the "Add" button.  This will allow you to enter the Name, Description and mark the filter "Active".  Then click the "Create New Segmentation" button.
   
   
   
   
2. This will return you to the main Contact Segmentation Filter page.  Then you will click the edit icon () on the filter you created to add the filter desired.    To create the filter click on the "Edit" link on the "Segmentation Filter" section (see below)
   
   
   
   
3. Then select from the dropdown what you would like to filter by and enter the criteria and click "Add". Then click "Save". Please see the article "Working with filters." for more information.
   
   
   
   
4. Click "Save Properties" and this will bring you back to the main page.
   

 

Edit

1. Navigate to the segmentation filter for which you wish to edit. (you must have the appropriate permissions)
2. Click the "Edit" icon () of the segmentation filter you wish to edit.
3. To edit you can change the Name, Description and whether it is active or not and then click "Save Properties".
4. To edit the filter, click 'edit' on the Segmentation Filter and then delete and/or add criteria by clicking the red X's or selecting from the dropdown what you would like to filter by and enter the criteria and click "Add". Then click "Save". Please see the article "Working with filters." for more information.
5. Click "Save Properties" and this will bring you back to the main page.

Delete

1. Navigate to the segmentation filter for which you wish to remove. (you must have the appropriate permissions)
2. Click the "Edit" icon () of the segmentation filter you wish to delete.
3. Click the "Delete Segmentation" button.
   
   
4. It will ask you "Are you sure you wish to delete this record?" and you will click "OK" and this will bring you back to the main page.

 

Once created you can then assign the Contact Admin Segmentation to a record by navigating to a contact's site user record and editing it.

 

Then from the "Contact Admin Restriction" dropdown (under the site user roles checkboxes) select the "Contact Admin Segmentation" filter you wish to use and click "Save".

 

Now when that administrator logs out and back into the system they will only be able to view those records specificed in the filter assigned to them.  So if the filter returns only those contacts with a "New" status, that would be the only records they would see and be able to administer to.

Please click here for a solution regarding adding Admin Segmentation as a Site User Record List View column and filter criteria.

Reminder:  The Contact Admin Segmentation feature is only available with the VolunteerMatters Enterprise edition.