In the table below, you'll find specific permissions for each fundraising role in the system.
New permissions will be added, and existing permissions are subject to change as new features are released.
Page |
Action |
Fundraising Admin |
Fundraising
|
Fundraising Staff 2 |
| Accounts | View | X | ||
| Accounts | Add Account | |||
| Accounts | Open Account | |||
| Accounts | Close Account | |||
| Accounts | Edit Account | |||
| Services | View | |||
| Services | Add Program Service | |||
| Services | Edit/Save | |||
| Journal Entries | View | |||
| Journal Entries | Add Journal Entry | |||
| Journal Entries | Post All | |||
| Journal Entries | Edit | |||
| Journal Entries | Delete | |||
| Journal Entries | Open/Close Books | |||
| Revenue | View | |||
| Revenue | Select | |||
| Revenue | Add Revenue | |||
| Revenue | Post | |||
| Revenue | Unpost | |||
| Revenue | Edit/Save | |||
| Revenue | Delete | |||
| Revenue | Send Donation / Revenue Acknowledgement | |||
| Revenue | Copy Revenue | |||
| Revenue | View Journal Entry from Revenue | |||
| Invoices | View/Create Invoices | |||
| Statements | View/Create Statements | |||
| Expenses | View | |||
| Expenses | Add Expense | |||
| Expenses | Post | |||
| Expenses | Unpost | |||
| Expenses | Edit/Save | |||
| Expenses | Cancel | |||
| Expenses | Copy | |||
| Expenses | Delete | |||
| Expenses | View/Create Allocation Tables | |||
| Expenses | View Journal Entry from Expense | |||
| Deposits | View | |||
| Deposits | Submit Deposits | |||
| Deposits | Edit | |||
| Deposits | Delete | |||
| Deposits | Post | |||
| Deposits | View Deposit Journal Entry | |||
| Payments | View | |||
| Payments | Pay Expense | |||
| Payments | Print Checks | |||
| Payment Register | Void Payment | |||
| Payment Register | View Payment Register | |||
| Payment Register | Print Report | |||
| Payment Register | Copy to Clipboard | |||
| Reconcile | View | |||
| Reconcile | Reconcile | |||
| Reconcile | Unreconcile | |||
| Financials | View | |||
| Budgets | View | |||
| Budgets | Add Budget | |||
| Budgets | Consolidate Budget | |||
| Budgets | Edit Budget | |||
| Budgets | Delete Budget | |||
| Budgets | Revise Budget | |||
| Accounting Dashboard | View Accounting Dashboard | X | ||
| Accounting Reporting | View Accounting Reporting | |||
| Accounting Import | View Accounting Import Status | |||
| Accounting Import | Import Accounts | |||
| Accounting Import | Import Programs | |||
| Accounting Import | Import Journal Entries | |||
| Accounting Import | Import Revenue | |||
| Accounting Import | Import Expenses | |||
| Accounting Settings | View/Edit | |||
| Profiles | View/Add/Edit/Copy Profiles | X | X | |
| Profiles | View CRM Expense/Revenue | |||
| Profiles | Load and Save Filters | X | X | |
| Profiles | Communicate to Profiles | X | X | |
| Profiles | Export Profiles | X | ||
| Profiles | Merge Profiles | X | X | |
| Profiles | Add/Remove Profile File | X | X | X |
| Profiles | Add/Remove Profile Relationship | X | X | X |
| Profiles | Configure Columns | X | X | |
|
Profiles |
View Profile SSN | |||
| Profiles | Edit Profile SSN | X | ||
| Profile Lists | View Profile Lists | X | X | X |
| Profiles Lists | Create/Copy/Edit Profile Lists | X | X | X |
| Profile Lists | Edit Profile List Details | X | X | X |
| Profile Lists | Load/Save/Clear Profile List Filters | X | X | X |
| Profile Lists | Export Profiles from List | X | X | |
| Correspondence | View Email History | X | X | X |
| Correspondence | View Email Performance | X | X | X |
| Correspondence | Send Email | X | X | X |
| Correspondence | View/Create/Edit Templates | X | X | X |
| Correspondence | Send Bulk Email | X | X | X |
| Correspondence | View/Edit Correspondence Configurations | X | ||
| CRM Custom Fields | View Custom Fields | X | X | X |
| CRM Custom Fields | Edit Custom Fields | X | X | |
| CRM Custom Fields | Add Custom Fields | X | ||
| CRM Custom Fields | Change Custom Field Status | X | X | |
| CRM Notes | View/Add/Remove | X | X | X |
| CRM Tasks | View/Add/Remove | X | X | X |
| CRM Tasks | Download Task ICS | X | X | X |
| CRM Dashboard | View CRM Dashboard | X | X | |
| CRM Reporting | View CRM Reporting | X | X | |
| CRM Import | View CRM Data Imports | X | ||
| CRM Import | View CRM Data Import Status | X | ||
| CRM Import | Import Profiles | X | ||
| CRM Import | Import Notes | X | ||
| Opportunities | View Fundraising Opportunities | X | X | X |
| Opportunities | View Grant Opportunities | X | X | X |
| Opportunities | Create Fundraising Opportunities | X | X | |
| Opportunities | Create Grant Opportunities | x | X | |
| Opportunities | Export Fundraising Opportunities | X | X | |
| Opportunities | Export Grant Opportunities | X | X | |
| Opportunity | Edit Fundraising Opportunity Details | X | X | X |
| Opportunity | Edit Fundraising Opportunity Donation Form | X | X | |
| Opportunity | View Fundraising Opportunity Revenue | X | X | X |
| Opportunity | View Fundraising Opportunity Expenses | X | X | X |
| Opportunity | Copy Fundraising Opportunity | X | X | X |
| Opportunity | Copy Grant Opportunity | X | X | |
| Opportunity | Edit Grant Opportunity Details | X | X | |
| Opportunity | View Grant Opportunity Revenue | X | X | X |
| Opportunity | View Grant Opportunity Expenses | X | X | X |
| Opportunity | View Notes | X | X | X |
| Opportunity | Add Notes | X | X | X |
| Opportunity | View Tasks | X | X | X |
| Opportunity | Add Tasks | X | X | X |
| Opportunity | Add Profiles | X | X | X |
| Opportunity | Add Users | X | X | X |
| Opportunity | Attach Files | X | X | X |
| Opportunity | View Grant Opportunity Spend Down Report | |||
| Opportunity | Print Grant Opportunity Spend Down Report | |||
| Opportunity | Export Grant Opportunity Spend Down Report | |||
| Opportunity | View Fundraising Opportunity Revenue and Expense Statement | X | X | X |
| Opportunity | Print Fundraising Opportunity Revenue and Expense Statement | X | X | X |
| Opportunity | Export Fundraising Opportunity Revenue and Expense Statement | X | X | X |
| Fundraising Dashboard | View Dashboard | X | X | X |
| Fundraising Dashboard | Filter Dashboard | X | X | X |
| Fundraising Dashboard | Save Dashboard | X | X | X |
| Fundraising Dashboard | Export Dashboard | X | X | X |
| Fundraising Dashboard | Email Dashboard | X | X | X |
| Donation Form | View Fundraising Opportunity Donation Form | X | X | X |
| Donation Hub | View Donation Hub | X | X | X |
| Donation Hub | Navigate to Donation Hub | X | X | X |
| Donation Hub | View Donation Hub Configuration | X | X | X |
| Donation Hub | Edit Donation Hub Configuration | X | X | |
| Donation Hub | View Donation Hub Opportunities | X | X | X |
| Donation Hub | Edit Donation Hub Opportunities | X | X | |
| Donation Hub | View Donation Hub Custom Fields | X | X | X |
| Donation Hub | Edit Donation Hub Custom Fields | X | X | |
| Donation Hub | View Donation Hub Provider Settings | X | ||
| Donation Hub | Edit Donation Hub Provider Settings | X | ||
| Online Donations | View Online Donations | X | X | X |
| Online Donations | Manage Online Donation Views | X | X | |
| Online Donations | Configure Online Donation Columns | X | X | |
| Recurring Online Donations | View Recurring Online Donations | X | X | X |
| Fundraising Custom Fields | View Opportunity Custom Fields | X | X | X |
| Fundraising Custom Fields | View Donation Custom Fields | X | X | |
| Fundraising Custom Fields | Create Opportunity Custom Fields | X | X | |
| Fundraising Custom Fields | Create Donation Custom Fields | X | X | |
| Fundraising Custom Fields | Edit Opportunity Custom Fields | X | X | |
| Fundraising Custom Fields | Edit Donation Custom Fields | X | X | |
| Configurations | View Fundraising Configurations | X | ||
| Configurations | View Grant Management Configurations | X | ||
| Configurations | Edit Fundraising Configurations | X | ||
| Configurations | Edit Grant Management Configurations | X | ||
| Library | View Library | X | X | X |
| Library | Edit Library | X | X | |
| Library | Download Library | X | X | X |
| Library | Copy Library | X | X | X |
| Library | Create Library | X | X | X |
| GrantStation | View GrantStation | X | X | X |
| Fundraising Reporting | View Fundraising Reporting | X | X | |
| Fundraising Import | View Data Import | X | X | |
| Fundraising Import | View Import Status | X | X | |
| Fundraising Import | Import New Fundraising Opportunities | X | X | |
| Fundraising Import | Import Existing Fundraising Opportunities | X | X | |
| Fundraising Import | Import New Grant Opportunities | X | X | |
| Fundraising Import | Import Notes | X | X | |
| Site Settings | View Site Settings | X | ||
| Site Settings | Set Fiscal Year | |||
| Site Settings | View Site Settings Audit Log | |||
| Site Settings | View Accounting Site Settings | |||
| Site Settings | View User Access | |||
| Site Settings | View Fundraising Site Settings | |||
| Site Settings | View CRM Site Settings | |||
| Site Management | Edit Roles | |||
| Site Management | Remove Site Access | |||
| Site Management | Invite New Users |