Admin rights on payment & balance corrections

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ton.bil
Posts: 15
Joined: Mon Nov 05, 2012 1:07 pm

Admin rights on payment & balance corrections

Post by ton.bil » Mon Nov 11, 2013 7:30 pm

Can the admin of cyclos4forcommunities change whatever data he wants to?
As a practical example: correct a payment; take x UI's from someone's account.
Put differently: Is there a demo for admin functionality? Where can I read what exactly the admin is / isn't allowed to do?
Thx from the Tauschnetz Elzach in the Black Forest, Germany.

admin
Site Admin
Posts: 1417
Joined: Mon Jan 24, 2005 10:31 am

Re: Admin rights on payment & balance corrections

Post by admin » Tue Nov 12, 2013 8:38 am

Hi,

If you want full (network) adminstration rights you could upgrade your community http://www.cyclos.org/cyclos4communitiesupgrade
The admin section has documenation and there are instruction video's for network admins.

ton.bil
Posts: 15
Joined: Mon Nov 05, 2012 1:07 pm

Re: Admin rights on payment & balance corrections

Post by ton.bil » Mon Nov 18, 2013 7:00 am

Hi, thx for your reply. We are indeed considering the upgrade.

You refer to "the admin section". The only stuff I find says: "Charge (roll) back of payments - An administrator (with permissions) can "undo" a payment. This means that a payment in the opposite direction will be generated."

Which leaves open the question: can the admin set the balance of every single participant, at the start of using cyclos?

Background: currently we are having, but not really using, Cyclos 3.0.something with Digitekst. We wanted to copy everyone's balances to start where we would have ended our "paper era", and didn't see how that could be done. Please consider our deception after an enthousiast start. :(

admin
Site Admin
Posts: 1417
Joined: Mon Jan 24, 2005 10:31 am

Re: Admin rights on payment & balance corrections

Post by admin » Mon Nov 18, 2013 8:54 am

Hi,

Yes, the admin can set the balance for an individual member (or member group if you want). When the balance is negative you can set a negative credit limit. This does not involve any payment. The user can just go negative (spend) up to the defined credit limit. If you want to give a user a 'postive' balance a payment must be involved (comming from a system account that can go negative).

Both negative credit limit and positive balance can also be generated automatically when importing members. In the CSV file you need to define the values in the columns creditlimt and debitlimit (the sytem to member transaction type is defined in the import form). This is further explained in the admin manual.

Hope it is cear now.

ton.bil
Posts: 15
Joined: Mon Nov 05, 2012 1:07 pm

Re: Admin rights on payment & balance corrections

Post by ton.bil » Thu Nov 21, 2013 6:14 pm

Hi, we'll give it a shot. Thx again.

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