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)
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Can change the budget categories of financial transactions.
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This is generally used in conjunction with the Fundraiser” role.
User Admin (Add-On)
- Adding, removing, and controlling user access.