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Access Levels in Motivosity

There are several different access types in Motivosity; user, manager, leader, finance, and admin. Three of these types can be assigned. These are the user, finance, and admin status.


Types of Access

Giving a User Admin Access


Types of Access


Primary Admin

On the Setup > Account Preferences page one single person is chosen as the Motivosity Point of Contact. They will be given Admin status (as described below) and is the ONLY user who can Admin Status to any other user.


Admin 

Any user who has "Admin" access will be able to log in while your account is paused (before going live with all of your employees) and be able to access of the Setup pages, the Admin Tools and Insights. However, in order for an Admin to make any changes that affect Money in any way in Motivosity, they will need access to the MFA Password that was set by the Point of Contact between your company and Motivosity.


Finance Admin 

A user who has Finance Admin cannot log in while your account is paused, but when you are live they will be able to access the Setup > Money Management > Funding Page, as well as any Insights that are related to Money. they will need access to the MFA Password that was set by the Point of Contact between your company and Motivosity in order to do anything on the Funding page. They will also be the only users who will be able to do a Bulk Giving Adjustment or a Bulk Spending Adjustment in the Admin Tools page.


Data Admin

A user who has Data Admin access will have access to all Insights. They will not be able to log in while your account is paused.


Non-Admin Users

Users without any admin access will not have any access to any of the Setup Pages, and they will have limited view to a small amount of Insights. Those insights will only show data relating to them and their team.


Document Detailing Access Levels Available Below!

If you want a detailed look at what each type of access (Admin, Data Access, Finance) gives you, check out the attached file at the bottom of this page!


Note: Admins and Data Admins can also see who has already had access to Motivosity by heading to Insights > Community and Team > User Management. One the right hand side you'll see the 'A' 'F' and 'DA' options which stand for Admin, Finance Admin and Data Access. The check marks will show who has access already.



Giving a User Admin Access

Only the "Primary Admin" (the person chosen on the Setup > Account Preferences page as the Motivosity Point of Contact) may edit a Admin Access status. They can make these updates by following these steps:


1. Go to Setup > Team


2. Click the three dots next to the user's name you want to give access to and select Edit


3. Click Next on the edit profile pop-up and then mark the box next to Admin, Data Access, or Finance.


4. Click Next until you get to Save and this will now give this user the rights you specified.




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