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
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
