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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 |
CRM Viewer |
View |
| Accounts | View | X | |
| Accounts | Add Account | ||
| Accounts | Edit Account | ||
| Accounts | Open/Close Account | ||
| Services | View | X | |
| Services | Add Program Service | ||
| Services | Edit/Save | ||
| Journal Entries | View | X | |
| Journal Entries | Add Journal Entry | ||
| Journal Entries | Edit | ||
| Journal Entries | Delete | ||
| Journal Entries | Post All | ||
| Journal Entries | Close/Open Books | ||
| Revenue | View | X | |
| Revenue | Select | ||
| Revenue | Add Revenue | ||
| Revenue | Post | ||
| Revenue | Unpost | ||
| Revenue | Edit | ||
| Revenue | Delete | ||
| Revenue | Copy Revenue | ||
| Revenue | Send Donation/Revenue Acknowledgement | ||
| Revenue | View Journal Entry from Revenue | X | |
| Invoices | View Invoices | X | |
| Invoices | Create Invoices | ||
| Statements | View Statements | X | |
| Statements | Create Statements | ||
| Expenses | View | X | |
| Expenses | Add Expense | ||
| Expenses | Post/Unpost | ||
| Expenses | Edit | ||
| Expenses | Delete | ||
| Expenses | Cancel | ||
| Expenses | Copy | ||
| Expenses | View Allocation Tables | X | |
| Expenses |
Create Allocation Tables |
||
| Expenses | View Journal Entry from Expense | X | |
| Deposits | View | X | |
| Deposits | Submit Deposit | ||
| Deposits | Post | ||
| Deposits | Edit | ||
| Deposits | Delete | ||
| Deposits | View Deposit Journal Entry | X | |
| Payments | View | X | |
| Payments | Pay Expense | ||
| Payments | Print Checks | ||
| Payment Register | View Payment Register | X | |
| Payment Register | Void Payment | ||
| Payment Register | Print Report | ||
| Payment Register | Copy to Clipboard | ||
| Reconcile | View | X | |
| Reconcile | Reconcile | ||
| Reconcile | Unreconcile | ||
| Financials | View | X | |
| Budgets | View | X | |
| Budgets | Add Budget | ||
| Budgets | Edit/Delete/Revise Budget | ||
| Budgets | Consolidate Budgets | ||
| Accounting Imports | View Accounting Import Status | X | |
| Accounting Imports | Import Accounts | ||
| Accounting Imports | Import Programs | ||
| Accounting Imports | Import Journal Entries | ||
| Accounting Imports | Import Revenue | ||
| Accounting Imports | Import Expense | ||
| Accounting Dashboard |
View Accounting Dashboard |
X | |
|
|
|||
| Accounting Reporting |
View Accounting Reporting |
X | |
| Accounting Settings | View | X | |
| Accounting Settings | Edit | ||
| Profiles | View | X | X |
| Profiles | Add Profile | ||
| Profiles | Load/Save/Clear Filters | ||
| Profiles | Configure Columns | ||
| Profiles | Export Profiles | ||
| Profiles | Merge Profiles | ||
| Profiles | Edit/Copy Profiles | ||
| Profiles | Add/Remove Profile Relationship | ||
| Profiles | Add/Remove Profile File | ||
| Profiles | View CRM Expense | X | X |
| Profiles | View CRM Revenue | X | X |
| Profiles | View Profile SSN | X | X |
| Profiles | Edit Profile SSN | ||
| Profiles | Communicate to Profiles | ||
| Profile Lists | View Profile Lists | X | X |
| Profile Lists | Create/Copy/Edit Profile Lists | ||
| Profile Lists | Edit Profile Lists | ||
| Profile Lists | Load/Save/Clear Profile List Filters | ||
| Profile Lists | Export Profiles from List | ||
| Correspondence | View Email History | X | X |
| Correspondence | Send Email | ||
| Correspondence | View Email Performance | X | X |
| Correspondence | View Templates | X | X |
| Correspondence | Create/Edit Templates | ||
| Correspondence | Send Bulk Email | ||
| Correspondence | View Correspondence Configurations | X | X |
| Correspondence | Edit Correspondence Configurations | ||
| CRM Custom Fields | View | X | X |
| CRM Custom Fields | Edit | ||
| CRMCustom Fields | Add | ||
| CRM Custom Fields | Change Custom Field Status | ||
| CRM Notes | View | X | X |
| CRM Notes | Add/Remove | ||
| CRM Tasks | View | X | X |
| CRM Tasks | Add/Remove | ||
| CRM Tasks | Download Task ICS | ||
| CRM Dashboard | View CRM Dashboard | X | X |
| CRM Reporting | View CRM Reporting | X | X |
| CRM Import | View CRM Data Imports | X | X |
| CRM Import | View CRM Data Import Status | X | X |
| CRM Import | Import Profiles | ||
| CRM Import | Import Notes | ||
| Opportunities | View Fundraising Opportunities | X | |
| Opportunities | View Grant Opportunities | X | |
| Opportunities | Create Fundraising Opportunities | ||
| Opportunities | Create Grant Opportunities | ||
| Opportunities | Export Fundraising Opportunities | ||
| Opportunities | Export Grant Opportunities | ||
| Opportunity | Edit Fundraising / Grant Opportunity Details | ||
| Opportunity | Edit Fundraising Opportunity Donation Form | ||
| Opportunity | View Fundraising / Grant Opportunity Revenue | X | |
| Opportunity | View Fundraising / Grant Opportunity Expenses | X | |
| Opportunity | Copy Fundraising / Grant Opportunity | ||
| Opportunity | View Notes | X | |
| Opportunity | Add Notes | ||
| Opportunity | View Tasks | X | |
| Opportunity | Add Tasks | ||
| Opportunity | Add Profiles or Users | ||
| Opportunity | Attach Files | ||
| 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 | ||
| Opportunity | Print Fundraising Opportunity Revenue and Expense Statement | ||
| Opportunity | Export Fundraising Opportunity Revenue and Expense Statement | ||
| Fundraising Dashboard | View Fundraising Dashboard | X | |
| Fundraising Dashboard | Filter / Save / Export / Email Fundraising Dashboard | ||
| Donation Form | View Fundraising Opportunity Donation Form | X | |
| Donation Hub | View Donation Hub | X | |
| Donation Hub | Navigate to Donation Hub | ||
| Donation Hub | View Donation Hub Configurations | X | |
| Donation Hub | Edit Donation Hub Configurations | ||
| Donation Hub | View Donation Hub Opportunities | X | |
| Donation Hub | Edit Donation Hub Opportunities | ||
| Donation Hub | View Donation Hub Custom Fields | X | |
| Donation Hub | Edit Donation Hub Custom Fields | ||
| Donation Hub | View Donation Hub Provider Settings | X | |
| Donation Hub | Edit Donation Hub Provider Settings | ||
| Online Donations | View Online Donations | X | |
| Online Donations | Manage Online Donation Views | X | |
| Online Donations | Configure Online Donation Columns | ||
| Recurring Online Donations | View Recurring Online Donations | X | |
| Fundraising Custom Fields | View Opportunity and Donation Custom Fields | X | |
| Fundraising Custom Fields | Create Opportunity and Donation Custom Fields | ||
| Fundraising Custom Fields | Edit Opportunity and Donation Custom Fields | ||
| Fundraising Configurations | View Fundraising and Grant Management Configurations | X | |
| Fundraising Configurations | Edit Fundraising and Grant Management Configurations | ||
| Library | View Library | X | |
| Library | Create / Edit / Copy / Download Library | ||
| GrantStation | View GrantStation | X | |
| Fundraising Reporting | View Fundraising Reporting | X | |
| Fundraising Import | View Data Import | X | |
| Fundraising Import | View Import Status | X | |
| Fundraising Import | Import New Fundraising / Grant Opportunities | ||
| Fundraising Import | Import Existing Fundraising Opportunities | ||
| Fundraising Import | Import Notes | ||
| 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 |