In the table below, you will find specific permissions for the view role in the system.
New permissions will be added, and existing permissions are subject to change as new features are released.
Page |
Action |
View |
| Accounts | View | X |
| Accounts | Add Account/Create | |
| Accounts | Edit/Save | |
| Accounts | Open/Close | |
| Services | View | X |
| Services | Add Program Service | |
| Services | Edit/Save | |
| Ledger | View | X |
| Ledger | Add Journal Entry | |
| Ledger | Post All | |
| Ledger | Post | |
| Ledger | Unpost | |
| Ledger | Edit | |
| Ledger | Delete | |
| Ledger | Close Books | |
| Ledger | Open Books | |
| Revenue | View | X |
| Revenue | Add Revenue | |
| Revenue | Post | |
| Revenue | Unpost | |
| Revenue | Edit/Save | |
| Revenue | Delete | |
| Revenue | Invoices | |
| Revenue | Statements | |
| Expenses | View | X |
| Expenses | Add Expense | |
| Expenses | Post | |
| Expenses | Unpost | |
| Expenses | Edit | |
| Expenses | Delete | |
| Expenses | Cancel | |
| Expenses | Allocation Tables | |
| Deposits | View | X |
| Deposits | Deposit/Make Deposit | |
| Deposits | Unpost | |
| Deposits | Edit | |
| Deposits | Delete | |
| Deposits | Post | |
| Payments | View | X |
| Payments | Pay Expense/Pay | |
| Payments | Post | |
| Payments | Delete | |
| Payments | Edit | |
| Payments | Unpost | |
| Payments | Void | |
| Payments | Print Checks | |
| Payments | Save Checks | |
| Reconcile | View | X |
| Reconcile | Reconcile | |
| Reconcile | Unreconcile | |
| Financials | View | X |
| Budgets | View | X |
| Budgets | Add Budget/Create Budget | |
| Budgets | Edit Budget | |
| Profiles- Accounting | View | X |
| Profiles | Quick-Add | |
| Imports | View | X |
| Imports | Accounts - Download Template | |
| Imports | Accounts - Import File | |
| Imports | Ledgers - Download Template | |
| Imports | Ledgers - Import File | |
| Imports | Programs - Download Template | |
| Imports | Programs - Import File | |
| Imports | Revenue - Download Template | |
| Imports | Revenue - Import File | |
| Imports | Expenses - Download Template | |
| Imports | Expenses - Import File | |
| Imports | Opportunities- Download Template | |
| Imports | Opportunities- Import File | |
| Profiles (CRM) | View | X |
| Profiles (CRM) | Sort | X |
| Profiles (CRM) | Load Filter | X |
| Profiles (CRM) | Save Filter | X |
| Profiles (CRM) | Import Profiles | |
| Profiles (CRM) | Create Profile | |
| Profiles (CRM) | Configure Columns | X |
| Profiles (CRM) | Create Household | |
| Correspondence (CRM) | View | X |
| Correspondence (CRM) | Sort | X |
| Correspondence (CRM) | Send Email | |
| Correspondence (CRM) | Templates/Create | |
| Correspondence (CRM) | Templates/Edit | |
| Correspondence (CRM) | Templates/Send Email | |
| Custom Fields (CRM) | View | X |
| Custom Fields (CRM) | Sort | X |
| Custom Fields (CRM) | Add Custom Field/Create | |
| Custom Fields (CRM) | Active/Inactive | |
| Notes (CRM) | View | X |
| Notes (CRM) | Sort | X |
| Notes (CRM) | Create | |
| Notes (CRM) | Active/Inactive | |
| Tasks (CRM) | View | X |
| Tasks (CRM) | Sort | X |
| Tasks (CRM) | Create | |
| Tasks (CRM) | Active/Inactive | |
| Data Import/Status | View | X |
| Data Import/Import Profiles | Import Profiles | |
| Opportunities | View | X |
| Opportunities | Sort | X |
| Opportunities | Create Opportunity | |
| Opportunities | Attach Profiles | |
| Donation Hub | Enable Public Hub | |
| Donation Hub | Preview Public Hub | |
| Donation Hub | Edit Donation Options | |
| Donation Hub | Add Donation Options | |
| Donation Hub | Save Donation Options | |
| Donation Hub | Delete Donation Options | |
| Donation Hub | Delete Promoted Opportunities | |
| Donation Hub | Relink Square Integration | |
| Custom Fields (Fundraising) | View | X |
| Custom Fields (Fundraising) | Sort | X |
| Custom Fields (Fundraising) | Create Custom Field | |
| Custom Fields (Fundraising) | Archive | |
| Configurations (Fundraising) | View | X |
| Configurations (Fundraising) | Edit | |
| Configurations (Fundraising) | Save | |
| Configurations (Fundraising) | Add |