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Get to Know: User Groups and Permissions

Add, unlock, and manage permissions for the people working at your camp

Written by Christine Cassidy
Updated this week

Your camp team members (excluding summer counselors) need access to Campminder. We refer to these staff and volunteers as "Users."

Each user can have a unique username and specific permissions based on their role.

Video Tutorial: Logins and Permissions


Add User Groups

Different team members need access to different parts of Campminder. You can control what each user can see and do in your database.

Video Tutorial

Example: You might adjust permissions for volunteers entering new leads in Campminder to prevent access to confidential notes. Likewise, restrict new employees from deleting records until they fully understand the system.

  1. Navigate to Admin > Logins and Permissions > User Groups. Click the Add New User Group button to create a group with custom permissions.

  2. Enter the Group Name. Moving down the list, assign the group authorization levels for different parts of the database.

    💡Tip: click on the gif below to enlarge.

  3. In the Admin section, all of the duties will have two choices: Authorized or Not Authorized.

    Note: Report Templates are the exception. Here, someone can see documents without affecting the system. There are three choices for access: Administrator, Authorized, or No Access.

    💡Tip: To save time, limit access only to critical database areas, rather than over-restricting user groups. This keeps things flexible for staff role changes.

  4. in most cases the drop-down windows offer several options that go from lowest level of access to highest level.

    • No Access: user group may not access these partitions.

    • View: user group may view these partitions.

    • Edit: user group may edit campers and parents in these partitions.

    • Enroll: user group may enroll campers.

    • Password Administrator: user group may unlock passwords for parents in these partitions.

    • Delete: user group may delete leads in these partitions.

    Example: A 'Password Administrator' can enroll campers since it's a lower-level permission, but a user with 'Enroll' permissions cannot unlock passwords, which requires higher access.

Each action in the system requires specific permissions, and some tasks may need a combination of them. If you need help setting up permissions, our support team is here to assist.


Add New Users

When someone new joins your team, you’ll add them to Campminder by setting them up as a User. Each user is then assigned to a User Group, which makes it easy to manage permissions and keep your database secure.

💡Tip: Always create a unique CampMinder login for each person instead of sharing a generic account. This keeps your system secure, makes tracking changes easy, avoids technical issues, and costs nothing to add more users.

Video Tutorial

  1. Navigate to Admin > Logins and Permissions > Users. Click the green Add New User button.

  2. Enter information for user and an Email information.

    Note: Each user must have a unique email address, and only one account can be linked to an email per database. However, if you work at multiple camps, you can use the same email for each.

  3. The Default Return Email address must use your camp's domain (e.g., @campcolorado.com) to improve email deliverability.

    📖 Related Help Materials:

  4. Use the drop-down box to select a User Group for this user. You must create User Groups before you can add a User.

  5. If needed for this individual, check the box next to User Admin. User Admins can edit this page you're on and make new users.

    Note: If you select User Admin as a permission, Proxy View CampInTouch User will be automatically granted and cannot be turned off.

  6. To view a family's CampInTouch account from their perspective, a user must have the Proxy View CampInTouch User checkbox selected.

  7. You may decide to make a user inactive during the offseason. To do so, uncheck the box marked Active.

  8. Click the green Add User button.


Set UPR Permissions

There's a different part for the Unified Person Record (UPR) permissions at the end of the User Groups list.


Note: there are also permissions for Adult, which will only apply if you have adult and family camp enabled. Please contact your Account Manager if you'd like to know more about adult and family registration.


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