What Are the Different Roles and 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
This ensures all roles and user permissions are clearly defined and users are given the appropriate permissions for their tasks.
