Before customizing permission options, it is recommended that any applicable Broad Permissions be established. It is also necessary to have a thorough understanding of your organization's workflow.
System permissions are often set up on a page-by-page basis, which may mean that a user group needs some kind of access to additional pages in order to complete their tasks.
For smaller teams, permissions related to posting/unposting and creating and editing are often the most heavily adjusted. Larger teams will want to focus on the separation of duties necessary across users. Regardless of the level of adjustment made to these custom permissions, testing the most common workflows and internal processes will be paramount to a smooth transition.
990 Report
Navigate to the 990 Report page and click Permission in the left-side menu to access advanced permissions.
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1099 Report
Navigate to the 1099 Report page and click Permission in the left-side menu to access advanced permissions.
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Accounts
Navigate to the Accounts page and click Permission in the left-side menu to access advanced permissions.
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Accounts Payable
Navigate to the Accounts Payable page and click Permission in the left-side menu to access advanced permissions.
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Accounts Receivable
Navigate to the Accounts Receivable page and click Permission in the left-side menu to access advanced permissions.
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Account Transfers
Navigate to the Accounts page and click Transfer Money in the left-side menu. Click Permission in the left-side menu to access advanced permissions.
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Account Type
Navigate to the Accounts page and click Edit Types in the left-side menu. Click Permission in the left-side menu to access advanced permissions.
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Admin Fee
Navigate to the Admin Fee page and click Permission in the left-side menu to access advanced permissions.
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Affiliate/Supporting Orgs
Navigate to the Affiliate/Supporting Orgs page and click Permission in the left-side menu to access advanced permissions.
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Allocation Tables
Navigate to the Allocation Tables page and click Permission in the left-side menu to access advanced permissions.
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Bank Reconcile
Navigate to the Bank Reconcile page and click Permission in the left-side menu to access advanced permissions.
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Budget
Navigate to the Budget page and click Permission in the left-side menu to access advanced permissions.
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Campaigns
Navigate to the Campaigns page and click Permission in the left-side menu to access advanced permissions.
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Checks
Navigate to the Checks page and click Permission in the left-side menu to access advanced permissions.
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CRA Reporting
Navigate to the CRA Reporting page and click Permission in the left-side menu to access advanced permissions. CRA Reporting is intended for Canadian sites, and the country of Canada must be set in System Data in order for CRA Reporting to be displayed on the Home page.
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Customers
Navigate to the Customers page and click Permission in the left-side menu to access advanced permissions.
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Custom Fields
Navigate to a system page that contains has custom fields and click Custom Fields in the left-side menu. Click Permission in the left-side menu to access advanced permissions.
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Deposits
Navigate to the Deposits page and click Permission in the left-side menu to access advanced permissions.
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Distributions
Navigate to the Distributions page and click Permission in the left-side menu to access advanced permissions.
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Donations
Navigate to the Donations page and click Permission in the left-side menu to access advanced permissions.
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Donors
Navigate to the Donors page and click Permission in the left-side menu to access advanced permissions.
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Files
Navigate to the Files page and click Permission in the left-side menu to access advanced permissions.
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Financials
Navigate to the Campaigns page and click Permission in the left-side menu to access advanced permissions.
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Fund Advisors
Navigate to the Fund Advisors page and click Permission in the left-side menu to access advanced permissions.
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Funds
Navigate to the Funds page and click Permission in the left-side menu to access advanced permissions.
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General Ledger
Navigate to the General Ledger page and click Permission in the left-side menu to access advanced permissions.
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Grant Cards
Navigate to the Grant Cards page and click Permission in the left-side menu to access advanced permissions.
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Grantees
Navigate to the Grantees page and click Permission in the left-side menu to access advanced permissions.
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Grants
Navigate to the Grants page and click Permission in the left-side menu to access advanced permissions.
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Grant Types
Navigate to the Grant Types page and click Permission in the left-side menu to access advanced permissions.
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Groups
Navigate to the Groups page and click Permission in the left-side menu to access advanced permissions.
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Invoices
Navigate to the Invoices page and click Permission in the left-side menu to access advanced permissions.
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IRS Efile
Navigate to the IRS Efile page and click Permission in the left-side menu to access advanced permissions.
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Journal Entry
Navigate to the General Ledger page and click Journal Entry in the left-side menu. Click Permission in the left-side menu to access advanced permissions.
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Loans
Navigate to the Loans page and click Permission in the left-side menu to access advanced permissions.
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Logs
Navigate to the Logs page and click Permission in the left-side menu to access advanced permissions.
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Network
Navigate to the Network page and click Permission in the left-side menu to access advanced permissions.
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Nonprofit
Navigate to the Nonprofit page and click Permission in the left-side menu to access advanced permissions.
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Notes
Navigate to the Notes page and click Permission in the left-side menu to access advanced permissions.
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Opportunities
Navigate to the Opportunities page and click Permission in the left-side menu to access advanced permissions.
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Payment Methods
Navigate to the Payment Methods page and click Permission in the left-side menu to access advanced permissions.
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Payment Processors
Navigate to the Payment Processors page and click Permission in the left-side menu to access advanced permissions.
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Payments
Navigate to the Payments page and click Permission in the left-side menu to access advanced permissions.
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Pledges/Promises
Navigate to the Pledges page and click Permission in the left-side menu to access advanced permissions.
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Portal Options
Navigate to the Portal Options page and click Permission in the left-side menu to access advanced permissions.
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Profiles
Navigate to the Profiles page and click Permission in the left-side menu to access advanced permissions.
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Public Securities
Navigate to the Public Securities page and click Permission in the left-side menu to access advanced permissions.
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Reports
Navigate to the Reports page and click Permission in the left-side menu to access advanced permissions.
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Revenue Share
Navigate to the Revenue Share page and click Permission in the left-side menu to access advanced permissions.
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Scholarships
Navigate to the Scholarships page and click Permission in the left-side menu to access advanced permissions.
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Service Areas
Navigate to the Service Areas page and click Permission in the left-side menu to access advanced permissions.
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Split Interest
Navigate to the Split Interest page and click Permission in the left-side menu to access advanced permissions.
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Split Interest Payments
Navigate to the Split Interest Payments page and click Permission in the left-side menu to access advanced permissions.
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Steward
Navigate to the Steward page and click Permission in the left-side menu to access advanced permissions.
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Students
Navigate to the Students page and click Permission in the left-side menu to access advanced permissions.
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Styles
Navigate to the Styles page and click Permission in the left-side menu to access advanced permissions.
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System Data
Navigate to the System Data page and click Permission in the left-side menu to access advanced permissions.
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Till
Navigate to the Till page and click Permission in the left-side menu to access advanced permissions.
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Tributes
Navigate to the Tributes page and click Permission in the left-side menu to access advanced permissions.
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Users
Navigate to the Users page and click Permission in the left-side menu to access advanced permissions.
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Vendors
Navigate to the Vendors page and click Permission in the left-side menu to access advanced permissions.
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Vouchers
Navigate to the Vouchers page and click Permission in the left-side menu to access advanced permissions.
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