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Management

Roles and permissions: everyone sees what concerns them

Administrator, manager, volunteer: three ready-made roles, which you adjust page by page and action by action. Create your own if you need to.

Permissions by page and by feature
AdministratorManagerVolunteer
View animal records
Create, edit and delete records
Vote on an adoption file
Record and delete donations
Manage accounts and their roles
Karim B. · Volunteer — on top of the role: Record and delete donations
+ New role
Example · sample data

Open the shelter to the team without opening everything to everyone

01

Ready-made roles

The administrator has every permission, the manager manages the shelter’s content, the volunteer views, adds notes and votes. You start from there.

02

Fine-tuning

Tick or untick each permission for each role: view donations, edit a record, vote on an adoption file. Everyone sees only their own pages in the menu.

03

Exceptions without creating a role

Grant or remove a permission for one particular account; the account’s page shows what is “on top of the role” or “removed”.

In detail

15 modules, 35 permissions
Every page and every sensitive action has its own permission.
Manager
All the shelter’s content, without accounts, the activity log, settings or chat moderation.
Volunteer
Viewing, photos and weigh-ins, animal journals, post-adoption follow-up, votes, team chat.
Custom roles
A new role starts from the permissions of an existing role; “Restore” goes back to the original settings.
Safeguards
No one can change their own permissions, and there is always one active administrator left.
Several shelters
Someone responsible for several sites switches between them from the menu.

Frequently asked questions

Can an administrator remove their own permissions?

No. No one can change their own permissions, and the administrator always keeps control of accounts and settings.

What happens to an account whose role is deleted?

It becomes a volunteer account: it keeps its access, with that role’s permissions.

Can an account have a permission its role does not have?

Yes. A permission can be granted or removed account by account, without touching the role.

Try Calidis with your own shelter.

30 days to enter your animals, invite your team and see whether the tool suits you. No card details needed.