How do I manage access to NAMI 360?
Granting access to NAMI 360 is at the discretion of the NAMI State Organization or NAMI Affiliate. You no longer need to contact the NAMI national office to request access; NAMI will direct individuals to contact their state or affiliate for access.
Access to NAMI 360 can be granted by anyone at the NAMI State Organization or NAMI Affiliate with "Admin" access to NAMI 360 for their organization. State-level users can grant others NAMI 360 access to either the state or an affiliate within the state; affiliate-level users can grant others access to just their affiliate.
PLEASE NOTE: The individual needs to have a NAMI.org account FIRST so they will be able to log into NAMI 360 correctly after you grant them access to the system. If the individual has created their NAMI.org account but you do not have access to their record, please email salesforce@nami.org or memberservices@nami.org with the person's name and email address so NAMI can give you access to their record. Once that has happened, you will be able to add their NAMI 360 access.
Permissions:
- Admin: User has permissions to add, edit and view all data for their organization(s) in NAMI 360
- Basic + Education: User has access to Program Management functions
- Basic + Education Read-Only: User can view but not edit data in the Program Management area
- Basic + Membership: User has access to Membership Management functions
- Basic + Membership Read-Only: User can view but not edit data in the Membership area
- Basic + Affiliations: User has access to Affiliations Management functions
- Basic + Affiliations Read-Only: User can view but not edit data in the Affiliations area
- Basic + Organizations: User has access to Organizations Management functions
- Basic + Organizations Read-Only: User can view but not edit data in the Organizations area
- No Access: User has no access to NAMI 360
More information about the different levels of access can be found here: NAMI 360 Access Levels
Granting New NAMI 360 Access
1. In NAMI 360, click on the downward arrow next to the My Organization tab, then click on Manage Staff Access from the drop-down list.
2. Click New from the Manage NAMI 360 Access page (shown below).
3. Search for the contact's name to fill in the Contact box. Select your NAMI Affiliate or State organization to fill in the Chapter box. Select the access level you would like to grant for this contact to fill in the Access Level box (ie. Admin, Basic, No Access).
If Basic access is chosen, be sure to choose the appropriate additional module as well so the individual will be able to view that section(s). Choose this from the Available box, then transfer it to the Chosen box using the arrows shown below.
When finished, click Save.
Editing Someone's Existing NAMI 360 Access
1. In NAMI 360, click on the downward arrow next to the My Organization tab, then click on Manage Staff Access from the drop-down list.
2. To edit an existing staff member or volunteer's access, click on the downward arrow to the far right of their name (shown below), then click Edit.
3. On the Edit form, click on the downward arrow within the Access Level box, and choose the access level for the contact (ie. Admin, Basic, No Access).
If Basic access is chosen, be sure to choose the appropriate additional module as well so the individual will be able to view that section(s). Choose this from the Available box, then transfer it to the Chosen box using the arrows shown below. When finished, click Save.
Note: If the person should no longer have NAMI 360 access, choose "No Access" as the Access Level.
