For smaller teams, setting these broad permissions may handle the access needs for anyone logging into the system, while for the larger teams digging into the Detailed Permissions will be required. Regardless of team size, setting these broad permissions can save time and create efficiency as the system is configured.
Removing any user group’s permission from an object entirely will remove the entire link to the page from the Home page. This can be a great way to not only limit access, but also keep the page focused on relevant data or to even hide system functionality that is not currently being utilized.
Pro Tip: As you’re setting these permissions, it can be helpful to create test users in your sandbox site in order to see all the affected changes without inadvertently restricting your own access to items.
| Page | View Options |
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990 Report |
None, Full |
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Accounts |
None, View, Full |
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Accounts Payable |
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Accounts Receivable |
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Account Transfers |
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Account Types |
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Admin Fee |
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Affiliate/Supporting Orgs |
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Bank Reconcile |
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Budget |
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Campaigns |
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Checks |
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Customers |
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Custom Fields |
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Deposits |
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Distributions |
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Donation Reconcile |
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Donations |
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Donors |
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Donor Types |
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Employees |
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Files |
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Financials |
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Fund Advisors |
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Funds |
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General Ledger |
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Grant Cards |
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Grantees |
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Grants |
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Grant Types |
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Groups |
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Internal Loan Distributions |
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Internal Loan Interest Calculations |
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Internal Loans |
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Invoices |
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IRS Efile |
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Journal Entry |
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Location |
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Logs |
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Network |
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Nonprofit |
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Notes |
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Objects |
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Opportunities |
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Payment Methods |
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Payment Processors |
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Payments |
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Pledges |
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Profiles |
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Public Securities |
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Reports |
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Revenue Share |
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Scholarships |
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Service Areas |
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Split Interest |
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Split Interest Payments |
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Steward |
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Students |
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System Data |
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Till |
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Timesheet |
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Tributes |
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Users |
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Vendors |
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Vouchers |
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