In the table below, you'll find specific permissions for the admin role in the system.
New permissions will be added, and existing permissions are subject to change as new features are released.
Page |
Action |
Admin |
| Accounts | View | X |
| Accounts | Add Account/Create | X |
| Accounts | Edit/Save | X |
| Accounts | Open/Close | X |
| Services | View | X |
| Services | Add Program Service | X |
| Services | Edit/Save | X |
| Ledger | View | X |
| Ledger | Add Journal Entry | X |
| Ledger | Post All | X |
| Ledger | Post | X |
| Ledger | Unpost | X |
| Ledger | Edit | X |
| Ledger | Delete | X |
| Ledger | Close Books | X |
| Ledger | Open Books | X |
| Revenue | View | X |
| Revenue | Add Revenue | X |
| Revenue | Post | X |
| Revenue | Unpost | X |
| Revenue | Edit/Save | X |
| Revenue | Delete | X |
| Revenue | Invoices | X |
| Revenue | Statements | X |
| Expenses | View | X |
| Expenses | Add Expense | X |
| Expenses | Post | X |
| Expenses | Unpost | X |
| Expenses | Edit | X |
| Expenses | Delete | X |
| Expenses | Cancel | X |
| Expenses | Allocation Tables | X |
| Deposits | View | X |
| Deposits | Deposit/Make Deposit | X |
| Deposits | Unpost | X |
| Deposits | Edit | X |
| Deposits | Delete | X |
| Deposits | Post | X |
| Payments | View | X |
| Payments | Pay Expense/Pay | X |
| Payments | Post | X |
| Payments | Delete | X |
| Payments | Edit | X |
| Payments | Unpost | X |
| Payments | Void | X |
| Payments | Print Checks | X |
| Payments | Save Checks | X |
| Payment Register | Void Payment | X |
| Payment Register | View Payment Register | X |
| Payment Register | Print Report | X |
| Payment Register | Copy to Clipboard | X |
| Reconcile | View | X |
| Reconcile | Sort | X |
| Reconcile | Reconcile | X |
| Reconcile | Unreconcile | X |
| Financials | View | X |
| Budgets | View | X |
| Budgets | Add Budget/Create Budget | X |
| Budgets | Edit Budget | X |
| Profiles (Accounting) | View | X |
| Profiles | Quick-Add | X |
| Imports | View | X |
| Imports | Accounts - Download Template | X |
| Imports | Accounts - Import File | X |
| Imports | Ledgers - Download Template | X |
| Imports | Ledgers - Import File | X |
| Imports | Programs - Download Template | X |
| Imports | Programs - Import File | X |
| Imports | Revenue - Download Template | X |
| Imports | Revenue - Import File | X |
| Imports | Expenses - Download Template | X |
| Imports | Expenses - Import File | X |
| Imports | Opportunities- Download Template | X |
| Imports | Opportunities- Import File | X |
| Profiles (CRM) | View | X |
| Profiles (CRM) | Sort | X |
| Profiles (CRM) | Load Filter | X |
| Profiles (CRM) | Save Filter | X |
| Profiles (CRM) | Import Profiles | X |
| Profiles (CRM) | Create Profile | X |
| Profiles (CRM) | Configure Columns | X |
| Profiles (CRM) | Create Household |
X |
| Profiles (CRM) | Create Profile Lists | X |
| Correspondence (CRM) | View | X |
| Correspondence (CRM) | Sort | X |
| Correspondence (CRM) | Send Email | X |
| Correspondence (CRM) | Templates/Create | X |
| Correspondence (CRM) | Templates/Edit | X |
| Correspondence (CRM) | Templates/Send Email | X |
| Custom Fields (CRM) | View | X |
| Custom Fields (CRM) | Sort | X |
| Custom Fields (CRM) | Add Custom Field/Create | X |
| Custom Fields (CRM) | Active/Inactive | X |
| Notes (CRM) | View | X |
| Notes (CRM) | Sort | X |
| Notes (CRM) | Create | X |
| Notes (CRM) | Active/Inactive | X |
| Tasks (CRM) | View | X |
| Tasks (CRM) | Sort | X |
| Tasks (CRM) | Create | X |
| Tasks (CRM) | Active/Inactive | X |
| Data Import/Status | View | X |
| Data Import/Import Profiles | Import Profiles | X |
| Opportunities | View Fundraising Opportunities | X |
| Opportunities | View Grant Management Opportunities | X |
| Opportunities | Export Fundraising Opportunities | X |
| Opportunities | Export Grant Management Opportunities | X |
| Opportunity | Edit Fundraising Opportunity Details | X |
| Opportunity | Edit Fundraising Opportunity Donation Form | X |
| Opportunity | View Fundraising Opportunity Revenue | X |
| Opportunity | View Fundraising Opportunity Expenses | X |
| Opportunity | Copy Fundraising Opportunity | X |
| Opportunity | Copy Grant Management Opportunity | X |
| Opportunity | Edit Grant Management Opportunity Details | X |
| Opportunity | View Grant Management Opportunity Revenue | X |
| Opportunity | View Grant Management Opportunity Expenses | X |
| Opportunity | View Notes | X |
| Opportunity | Add Notes | X |
| Opportunity | View Tasks | X |
| Opportunity | Add Tasks | X |
| Opportunity | Add Profiles | X |
| Opportunity | Add Users | X |
| Opportunity | Attach Files | X |
| Dashboard (Fundraising) | View Dashboard | X |
| Dashboard (Fundraising) | Filter Dashboard | X |
| Dashboard (Fundraising) | Save Dashboard | X |
| Dashboard (Fundraising) | Export Dashboard | X |
| Dashboard (Fundraising) | Email Dashboard | X |
| Donation Form | View Fundraising Opportunity Donation Form | X |
| Donation Hub | View Donation Hub | X |
| Donation Hub | Navigate to Donation Hub | X |
| Donation Hub | View Donation Hub Configuration | X |
| Donation Hub | Edit Donation Hub Configuration | X |
| Donation Hub | View Donation Hub Opportunities | X |
| Donation Hub | Edit Donation Hub Opportunities | X |
| Donation Hub | View Donation Hub Custom Fields | X |
| Donation Hub | Edit Donation Hub Custom Fields | X |
| Donation Hub | View Donation Hub Provider Settings | X |
| Donation Hub | Edit Donation Hub Provider Settings | X |
| Online Donations | View Online Donations | X |
| Online Donations | Manage Online Donation Views | X |
| Online Donations | Configure Online Donation Columns | X |
| Recurring Online Donations | View Recurring Online Donations | X |
| Custom Fields (Fundraising) | View Opportunity Custom Fields | X |
| Custom Fields (Fundraising) | View Donation Custom Fields | X |
| Custom Fields (Fundraising) | Create Opportunity Custom Fields | X |
| Custom Fields (Fundraising) | Create Donation Custom Fields | X |
| Custom Fields (Fundraising) | Edit Opportunity Custom Fields | X |
| Custom Fields (Fundraising) | Edit Donation Custom Fields | X |
| Configurations (Fundraising) | View Fundraising Configurations | X |
| Configurations (Fundraising) | View Grant Management Configurations | X |
| Configurations (Fundraising) | Edit Fundraising Configurations | X |
| Configurations (Fundraising) | Edit Grant Management Configurations | X |
| Answer Library | View Answer Library | X |
| Answer Library | Edit Answer Library | X |
| Answer Library | Download Answer Library | X |
| Answer Library | Copy Answer Library | X |
| Answer Library | Create Answer Library | X |
| GrantStation | View GrantStation | X |
| Reporting (Fundraising) | View Fundraising Reporting | X |
| Import (Fundraising) | View Data Import | X |
| Import (Fundraising) | View Import Status | X |
| Import (Fundraising) | Import New Fundraising Opportunities | X |
| Import (Fundraising) | Import Existing Fundraising Opportunities | X |
| Import (Fundraising) | Import New Grant Management Opportunities | X |
| Import (Fundraising) | Import Notes | X |