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Role Based Security

Features of RunPTO Security

RunPTO uses 256-bit Secure Socket Layer (SSL) encryption to protect your data. Your information is stored in highly-secure data centers that use state-of-the art electronic surveillance and multi-factor access control systems.

Strong Encryption

Passwords  and data requests from the browsers to the data servers are encrypted, keeping all the data secure.

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Security details from the Browser

Restricted Access

  • Only the Administrator can set up the User IDs and passwords, which every user requires to log in
  • There can be multiple Administrators if required.
  • Access permissions via Roles are assigned to the User IDs to determine which modules the Users have access to. Some Users like the Parents can be set to view only the Student Directory while individual Committee Users can be assigned to manage only certain modules. A Membership chairperson can be assigned to only the Membership module while a Treasurer can be assigned only to the Finance option.
  • You can create 1 user Id for all parents to keep it simple to view only access to the Student Directory orĀ User Ids can be created for all the parents.

Security Roles

Access to the various modules in RunPTO is set through the security roles. If the User is set up as a Administrator in the Create Users module, the user will have access to all the modules.

Roles created in this module lets you decide what kind of access the user can get to any of the modules.

Parent Role

For example a User with a Parent role could be restricted to mostly view only privileges.

RunPTO Role Based Security

Student Directory Manager Role

A User with a Student Directory Manager Role will have the capability to add all Student Directory data, but could be restricted to other modules with view only privileges.

RunPTO Role Based Security

Treasurer Role

A Treasurer would be in charge of creating the chart of accounts, budgeting, entering transactions and generating various reports including Income Statement for the Board and Membership.

RunPTO Role Based Security

Membership Manager Role

A Membership Administrator with Membership Manager Role would be in charge of Online Membership Fee Collection, maintaining the Membership Directory and generating various Membership Reports for the Board

RunPTO Role Based Security

Volunteer Manager Role

A Volunteer Manager would be in charge of procuring volunteers for various committees for the Organization. They would also be in charge of the Volunteer List or Volunteer Log and submit reports to the Board.

RunPTO Role Based Security

Document Manager Role

A Document Manager would be a volunteer in charge of uploading Newsletters, Meeting Minutes and other forms like Expense forms.

RunPTO Role Based Security

President Role

RunPTO Role Based Security

The above examples show that you can create any combination of privileges and name the Roles any way you want.

The roles serve as an access to a customized portal.

Read More: How to Setup Web Portals for PTO/PTA Committee Chairs

Security Roles/User Video Presentation