Software User Permission Levels

There are various “Roles” you can assign users that give them the ability to do certain things in your account. If you need a user to have multiple levels of permissions, you can assign them multiple roles. If you want them to have full access to your account, you will only need to assign them the “Super User” role.

This is the list of possible Roles you can assign users. If you have any questions about any of these permission levels, please contact Support.

USER ADMIN (this is more of an add-on to an existing user type described below)
Permissions:
– Adding, removing, and controlling user access.

TREASURER
Permissions:
– Full permissions to add, edit, and delete all information. Access to financial and compliance reports.

VOLUNTEER MANAGER
Permissions:
– Full access to add, edit, and delete contact information.

FUNDRAISER
Permissions:
– View access on financial information.
– Full access to add, edit, and delete contact information.

CANDIDATE
Permissions:
– See all information and run reports.

DATA ENTRY
Permissions:
– Full permissions to add, edit, and delete contact information.
– Ability to add and edit financial transactions.

OUTSIDE FUNDRAISER
Permissions:
– Can view and export monetary and inkind contributions.
– Full permissions to add, edit, and delete contact information.

GENERAL CONSULTANT
Permissions:
– 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.

SUPER USER
Permissions:
– Full permissions to everything, including:
— 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.