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On this page:• Don't lose or get locked out of your own account• Managing account administrators• Adding an administrator• Searching for administrators• Modifying administrative privileges• Removing administrative privileges• Emailing account administrators• Changing contact details for an administrator• Available administrator roles• Restricted features by functional areaWith the release of WildApricot version 8.8.0, we've added an additional role for full admins: Treasurer. For accounts created before July 15, 2024 that have completed the KYC form, the full admin who filled out this form is automatically assigned the role of Treasurer. For new accounts, created after July 15, 2024 the creator of the account is automatically assigned the role of Treasurer. For these accounts, only full admins assigned to the role of Treasurer can edit your organization's payment settings and KYC form. We've added this feature to address security concerns around editing sensitive payment information. Full admins assigned the role of Treasurer can assign this role to other full admins on the account as necessary. For more information on assigning the role of Treasurer, see Account administrators (Full access) — Treasurer Administrator. Note: For accounts created before July 15, 2024 that have not completed the KYC form, this feature does not apply and any full admin on the account can edit payment settings until the KYC form is completed and a Treasurer is assigned.WildApricot account administrators can perform administrative functions such as modifying site pages, adding events, and customizing your organization's contact database. Administrator can log in and access the admin backend – an area reserved for site and account administration, and not seen by ordinary members or visitors to your site.Account administrators should not be confused with bundle coordinators.You can designate any contact as an administrator, and grant them full or partial administrative privileges. Accounts with paid plans can have an unlimited number of administrators. The trial plan is limited to 5 administrators.If you designate a member as an administrator, the member can switch back and forth between admin view and member view. If you designate a contact who is not a member as an administrator, the contact can switch back and forth between admin view and public view. For more information, see Switching views.Don't lose or get locked out of your own accountTake care when granting full administrative privileges since full admins can delete other admins and even delete the entire account. A full admin can delete any other admin, including the one who created the account and/or pays for the account. A full admin can delete the account without the approval of the account creator.If you want someone to have almost all the authority of a full account administrator, without the ability to delete other admins or the entire account, you can set them up as a limited administrator then enable all the limited administrator roles – membership manager, event manager, donations manager, and website editor. They will be able to perform most of the functions of a full account administrator, except the following:Manage administratorsDelete all contactsDelete or upgrade account Change organization detailsChange billing detailsModify payment settingsDelete any file or folderOnline storeGlobal JavaScriptTheme overridesManage meta-tagsAnti-spam settingsRequest a site cloneRequest a security certificateManaging account administratorsThere are two ways you can manage your account administrators: one at a time from individual contact records, or all together from a single screen where you can view, add, modify, remove, and email your account administrators.To manage all your administrators from a single screen, hover over the Profile menu in the menu bar on the left and select the Manage account administrators option.For instructions on adding, viewing, modifying, removing, and emailing account administrators, see below.Adding an administratorYou can designate any contact in your database – whether a member or not – as an administrator. If you want to add someone as an administrator who is not in your contact database, simply add them as a non-member contact.Administrators can be granted full or partial administrative privileges. You can add as many administrators as you want, regardless of your billing plan.Only full account administrators can set administrator privileges for others. Only full admins can submit requests for plan or account changes to our billing department. Only full admins assigned the role of Treasurer can update your organization's payment settings and KYC form.To grant administrative access privileges to a new or existing contact, follow these steps:1. Hover over the Profile menu in the menu bar on the left and select the Manage account administrators option.2. On the Account administrators screen that appears, click the Add administrator button.3. To add a new contact as administrator, enter the contact details in the fields provided. To designate an existing contact as an administrator, click the Select existing contact button and choose the contact.4. Within the Access role section, choose the access privileges to be granted to the contact.You can choose from the following options:No administrative privilegesSelect this option to remove admin access for existing administrators.Account administrator (Full access)Grants full access to all administrative functions. Take care when granting this level of access since full admins can delete other admins and even the entire site.  Only full administrators can set administrator privileges for others or submit requests for plan or account changes to our billing department.Account administrator (Full access) — Treasurer AdministratorWith the release of WildApricot version 8.8.0, full admins must be assigned the role of Treasurer to edit your organization's payment settings and KYC form. You must be automatically assigned the role of Treasurer to assign additional full admins to the role of Treasurer. The Treasurer role is automatically assigned to the full admin who completed your organization's KYC form. Or, if your account was created after July 15, 2024 this role is automatically assigned to the account creator.To assign additional Treasurers, select the Treasurer Administrator checkbox underneath the Full access option.Account administrator (Read-only access)Allows viewing of nearly everything in the admin backend without being able to make any changes. See Features restricted by admin type (below) for details.Limited accessProvides administrative access to selected Wild Apricot modules. Use this option if you have dedicated personnel in charge of events, memberships, editing web pages, or managing donations. With this option selected, you can limit access to one of the following roles:Membership manager – can create new contacts, modify all existing onesEvent manager – can create and manage all eventsDonations manager – can manage all donationsNewsletter manager – can send and manage manual emails (e.g. newsletters)Online store manager – can manage products and orders in the online storeWebsite editor – can modify your website pages. With this option selected, you can provide access to all pages on your site or to selected pages. When you grant access to a page, you automatically grant access to all of its child or subpages. Website editors with access to selected pages will see all pages but can only edit the ones assigned to them.5. Click the Save button.When a contact is granted administrator privileges, an email is sent to the contact with links to more information about managing Wild Apricot sites.You can also assign administrative privileges from a contact's Contact details tab. To do so, click the Edit button to the right of the Login details heading.From the Login settings screen, choose the access privileges to be granted to the contact then save your changes.Searching for administratorsThere are two ways to view a list of currently assigned administrators.To view and manage your account administrators, hover over the Accounts menu in the menu bar on the left and select the Manage account administrators option. The Account Administrators screen will appear.From here, you can view, add, modify, remove, and email your account administrators.To view a list of account administrators from your contacts list, follow these steps:1. Hover over the Contacts menu and select the List option.2. On the Simple search page, click the Filter drop-down list and select Administrators.Within any contact list, administrators have a star icon appearing beside their name.To narrow the list to display only certain types of administrators, you can enter the administrator type – e.g. "membership manager" – in the Search field.Modifying administrator privilegesThere are two ways to change the administrative privileges for an existing account administrator.To change the administrative privileges for an existing administrator from the Account administrators screen, click the name of the administrator within the list.On the Access role screen that appears, select a different access role then click Save.To change administrative privileges from a contact's Contact details tab, click the Edit button to the right of the Login details heading.From the Login settings screen that appears, choose a different access role then click Save.An email will not be sent to the contact to inform them of the change.Removing administrator privilegesThere are two ways to remove administrative privileges for an existing account administrator.You cannot remove your own administrator privileges.To remove administrative privileges for an existing administrator from the Account administrators screen, click the name of the administrator within the list. On the Access role screen that appears, choose the No administrative privileges option then click Save.To remove administrative privileges from a contact's Contact details tab, click the Edit button to the right of the Login details heading. Within the Login settings screen that appears, choose the No administrative privileges option then click the Save button.An email will not be sent to the contact to inform them of the change.Emailing account administratorsTo send an email to all your account administrators, follow these steps:1. Hover over the Accounts menu in the menu bar on the left and select the Manage account administrators option.2. On the Account administrators screen that appears, click the Email administrators button.3. Choose the email template you want to use as the basis for your message. For more information, see Email templates.4. Click the Design tab and finalize the content for your email blast.5. Click the Recipients tab and specify a subject for your message.6. Click the Review and send tab and send or schedule your email.For more information on sending email blasts, click here.Changing contact details for an administratorTo change contact details, including email address, for an administrator, follow these steps:1. Hover over the Accounts menu in the menu bar on the left and select the Manage account administrators option.2.Within the list of administrators, click the administrator whose contact details you want to modify.3. Click the Go to full contact details option.4. Within the Contact details tab, click the Edit button.5. Adjust the contact details as required then click the Save button.Available administrator rolesThe following administrator roles are availableFull administratorFull administrators can perform any administrative function in admin view.With the release of WildApricot version 8.8.0, full admins must be assigned the role of Treasurer to edit payment settings.Read-only administratorRead-only administrators can view nearly everything in the admin backend without being able to make any changes.Read-only administrators cannot access any of the Store menu options, and cannot view the following screens under Website: Files, Themes, and Theme Overrides.Membership managerMembership managers can add new members and contacts, and view and modify existing ones. They can also set up membership levels and member groups, update member privacy settings, and renew and approve membershipsEvents managerAn events manager can add new events, and modify existing ones. They can add new registrants, and modify, confirm, or cancel existing registrations. They can also email registrants and customize event emails. As well, they can view and manage invoices and payments, and customize the invoice and payment receipt templates. Donations managerThe donations manager can record donations and view, modify, or refund existing donations. They can customize donation fields and donation emails. They can also email donation receipts and customize the donation receipt email template.Newsletter managerA newsletter manager can create and send manual emails (e.g. newsletters). They can email any contacts, view email drafts and scheduled emails, and create or modify email templates. Newsletter managers can access the email log, but will only see manual emails, not automatic system emails. Macros included in emails sent to a single recipient will be replaced by actual data in the email preview and email log. This could possibly include contact details.On their Dashboard, newsletter managers can view the latest manual emails. Newsletter managers cannot modify a contact's email settings, cannot create advanced searches, cannot set up CC emails or specify system email recipients, and cannot customize event emails, or invoices or receipts. Store managerStore managers can add and modify products on your online store, and view, fulfill, cancel, or export store orders. They can also view a list of the latest unfulfilled orders on their Dashboard. Store managers cannot add or modify delivery options, modify store emails, or set store payment methods.Website editorWebsite editors can modify your website pages. With this role selected, you can provide access to all pages on your site or to selected pages. When you grant access to a page, you automatically grant access to all of its child or subpages. Restricted website editors - those with access to selected pages - will see all pages but can only edit the ones assigned to them. Full website editors can also add pages to your site.Restricted features by functional areaThe tables below indicate which types of administrators are allowed to view or modify restricted features.Visual settings       Enabled for Change site themeFull admin, Website editorCustomize colors and stylesFull admin, Website editorView colors and styles settingsFull admin, Read-only admin, Website editorCSS customizationFull admin, Website editorTheme overridesFull adminFile managementFull admin, Website editor, Restricted website editor*Delete any file/folderFull admin* Website editors can only delete files that they have added themselves. Page management       Enabled for View site pagesAll roles except Newsletter manager, Store managerAdd/modify pagesFull admin, Website editor, Restricted website editor*View templatesFull admin, Read-only admin, Website editor, Restricted website editorView change historyFull admin, Read-only admin, Website editor, Restricted website editorAdd/modify templatesFull admin, Website editorRestore page versionsFull admin, Website editorReorder pagesFull admin, Website editor, Restricted website editor*View system pagesAll roles except Newsletter manager, Store managerModify system pagesFull admin, Website editorView trashFull admin, Read-only admin, Website editor, Restricted website editor*Restore from trashFull admin, Website editor, Restricted website editor*Empty trashFull admin, Website editor, Restricted website editor** on selected pages/subpagesContacts management       Enabled for View contacts listFull admin, Read-only admin, Membership manager, Events manager, Donations managerView contact fieldsFull admin, Read-only admin, Membership managerCustomize contact fieldsFull admin, Membership managerAdd new contactFull admin, Membership manager, Events manager, Donations managerArchive, delete contactFull admin, Membership managerDelete all contactsFull adminManage adminsFull adminView contact detailsFull admin, Read-only admin, Membership manager, Events manager, Donations managerModify contact detailsFull admin, Membership manager, Events manager, Donations managerModify login detailsFull admin, Membership manager*Add Internal use notesFull admin, Membership managerManage membership detailsFull admin, Membership managerAdd to bundleFull admin, Membership managerRecord event registrationFull admin, Membership manager, Events managerCancel, confirm registrationFull admin, Events managerRecord donationFull admin, Membership manager, Donation managerContact email settingsFull admin, Membership managerModify privacy settingsFull admin, Membership managerRecord paymentFull admin, Membership manager, Events manager, Donations managerSave advanced searchesFull admin, Read-only admin, Membership managerRun saved searchesFull admin, Read-only admin, Membership manager, Events manager, Donations managerImport contacts / View import logFull admin, Membership managerExport contactsFull admin, Read-only admin, Membership manager, Events manager**, Donations manager**Email contactsFull admin, Membership manager, Events manager, Donations managerCC email settingsFull admin, Membership manager, Events manager, Donations manager* Cannot modify login details for full administrators** Excluding Internal use fieldsMembers management       Enabled for View members listsFull admin, Read-only admin, Membership managerSave/run saved searchesFull admin, Read-only admin, Membership managerView Membership tabFull admin, Read-only admin, Membership managerUpdate membership detailsFull admin, Membership managerAdd/modify membership levelsFull admin, Membership managerAdd/modify member groupsFull admin, Membership managerMember privacy settingsFull admin, Membership managerRenew membershipFull admin, Membership managerMember email settingsFull admin, Membership managerManage search result layoutsFull admin, Membership managerMembership discount couponsFull admin, Membership managerMember photos album settingsFull admin, Membership managerMembership cardsFull admin, Membership managerEvents management       Enabled for View events listFull admin, Read-only admin, Events managerAdd/modify eventFull admin, Events managerCustomize registration formFull admin, Events managerAdd/modify registration typesFull admin, Events managerAdd registrant, guestFull admin, Membership manager, Events managerModify/cancel registrationFull admin, Events managerGenerate invoiceFull admin, Membership manager, Events manager, Donation managerRecord paymentFull admin, Membership manager, Events manager, Donation managerConfirm, restore registrationFull admin, Events managerSend event notificationFull admin, Events managerExport registrantsFull admin, Membership manager, Events managerEmail registrantsFull admin, Events managerCustomize event emailsFull admin, Events managerView event reportsFull admin, Read-only admin, Events managerTrack event attendanceFull admin, Events managerDonations management       Enabled for View donations listFull admin, Read-only admin, Donations managerCustomize donation fieldsFull admin, Donations managerCustomize donation emailsFull admin, Donations managerRecord donationsFull admin, Membership manager, Donations managerExport donationsFull admin, Read-only admin, Membership manager, Donations managerModify/delete donationFull admin, Donations managerRefund donationFull admin, Membership manager, Events manager, Donations managerPreview/print donation receiptsFull admin, Read-only admin, Membership manager, Events manager, Donations managerEmail donation receiptFull admin, Donations managerEmail       Enabled for Modify contact email settingsFull admin, Membership managerEmail contactsFull admin, Membership manager, Events manager, Donations manager, Newsletter managerCreate, modify email templatesFull admin, Membership manager, Events manager, Donations manager, Newsletter managerView drafts, scheduled emailsFull admin, Membership manager, Events manager, Donations manager, Newsletter managerView latest manual emails on DashboardNewsletter managerCC email settingsFull admin, Membership manager, Events manager, Donations managerEmail event registrantsFull admin, Events managerCustomize event emailsFull admin, Events managerCustomize donation emailsFull admin, Donations managerEmail donation receiptFull admin, Donations managerEmail other receiptsFull admin, Membership manager, Events manager, Donations managerEmail invoiceFull admin, Membership manager, Events manager, Donations managerCustomize invoice templateFull admin, Membership manager, Events managerCustomize payment receiptFull admin, Membership manager, Events managerCustomize donation receiptFull admin, Donations managerView email logFull admin, Read-only admin, Membership manager, Events manager, Donations manager, Newsletter managerSpecify system email recipientsFull adminStore management       Enabled for View, fulfill, cancel ordersFull admin, Store managerAdd, modify productsFull admin, Store managerAdd, modify delivery optionsFull adminModify store emailsFull adminSet store payment methodsFull adminView unfulfilled orders on DashboardStore managerFinancial management       Enabled for View invoices/payments listsFull admin, Read-only admin, Membership manager, Events manager, Donations managerExport invoices/paymentsFull admin, Read-only admin, Membership managerAdd/modify invoicesFull admin, Membership manager, Events manager, Donations managerPreview/print invoicesFull admin, Read-only admin, Membership manager, Events manager, Donations managerEmail invoiceFull admin, Membership manager, Events manager, Donations managerRecord/modify paymentsFull admin, Membership manager, Events manager, Donations managerSettle/unsettle paymentFull admin, Membership manager, Events manager, Donations managerPreview/print receiptFull admin, Read-only admin, Membership manager, Events manager, Donations managerEmail receiptFull admin, Membership manager, Events manager, Donations managerAdd/modify refundsFull admin, Membership manager, Events manager, Donations managerView audit logFull admin, Read-only admin, Membership manager, Events manager, Donations managerGenerate financial reportsFull admin, Read-only admin, Membership manager, Events manager, Donations managerCustomize invoice templateFull admin, Membership manager, Events managerCustomize payment receiptFull admin, Membership manager, Events managerCustomize donation receiptFull admin, Donations managerModify payment settingsFull admin assigned the role of TreasurerManage payment tendersFull adminExport to QuickBooksFull admin, Read-only adminAccount and billing       Enabled for Organization detailsFull adminUpgrade accountFull adminChange billing planFull adminChange billing contactFull adminChange credit card detailsFull adminDelete accountFull adminOther functionality       Enabled for PollsFull admin, Membership managerGlobal JavaScriptFull adminGet widget codeFull admin, Website editorReferralsFull admin, read-only adminManage meta-tagsFull adminAnti-spam settingsFull adminAuthorization required messageFull adminAuthorize external applicationsFull adminSpecify system email recipientsFull admin