What Are the Different User Permissions in ISP?

There are various Roles you can assign users, each with their own levels of access and abilities to perform certain tasks. If a user requires multiple levels of permissions, you can assign them multiple roles. 

Super User (highest permission level)

  • Adding, removing, and controlling user access.
  • Full permissions to add, edit, and delete all information.
  • Access to financial and compliance reports.
  • Full access to add, edit, and delete contact information.

Treasurer

  • Full permissions to add, edit, and delete all information. Access to financial and compliance reports.

Data Entry

  • Full permissions to add, edit, and delete contact information.
  • Ability to add and edit financial transactions.

Candidate

  • See all information and run reports.

General Consultant

  • Can view and export all financial information.
  • See all information and run reports.
  • Full permissions to add, edit, and delete contact information.
  • Add and edit budget categories and budget information.

Fundraiser

  • View access on financial information.
  • Full access to add, edit, and delete contact information.

Outside Fundraiser

  • Can view and export monetary and inkind contributions.
  • Full permissions to add, edit, and delete contact information.

Bank Reconciliations

  • People who are doing bank reconciliations but not doing financial data entry.

Volunteer Manager

  • Full access to add, edit, and delete contact information.

Read Only

  • Can view all information, but cannot make any changes.

Integration Manager

  • Can add and remove integrations.

Send Communications (Add-On)

  • Can send broadcast communications like mass emails.

Budget Categories (Add-On)

User Admin (Add-On)

  • Adding, removing, and controlling user access.

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