Users - Managing User Permissions

This guide explains how to customize access for team members within your account. By adjusting permissions, you can ensure users have exactly the tools they need to perform their roles while maintaining data security.

Accessing Permission Settings

To modify a user's access:

1. Navigate to Account Settings and select the Users section.
2. Click the Edit button next to the specific user.
3. In the "Contact Information" block, click the Edit Permissions button.

Permission Categories

Permissions are organized into logical sections. Many features follow a Parent-Child relationship: for example, a user must have "View" access enabled before they can be granted "Edit" access.

User access can also be restricted to specific forms. This allows you to grant a user access to work only on the fundraising campaigns they are connected to. When restricted, they can view only those specific forms, email receipts, and reports. This is ideal for third-party fundraisers who are working on your behalf and only require access to their own data.

Forms and Email Receipts

This section manages the creation, modification, and visibility of your forms and the automated email receipts.

• View Forms and Email Receipts
  • Enabled: Users can access the "Fundraising Forms" list.
  • Restrict Access: You can use the "Restrict Access to Specific Forms" field to limit the user to only certain forms.
  • Disabled: Users cannot see the form list or the email receipt list page.

• Edit Forms and Email Receipts
  • Enabled: Users can edit forms, or modify receipt text.
  • Disabled: Forms are "Read-Only." Users cannot save changes to any form settings.
  • Note on Duplication: To protect account structure, the Duplicate function is only available to users with access to All Forms. If a user's access is restricted to specific forms, they will not see the "Duplicate" option.

Reports and Transactions

This section controls access to transaction data and the ability to manage contributions and payments.

• View Reports
  • Enabled: Users can view the main Reports page. Similar to forms, this can be restricted to specific forms, so users only see relevant transaction data.
  • Disabled: The Reports tab will be hidden from the user's view.

• Edit Reports
  • Enabled: Users can edit transaction details and process refunds.
  • Disabled: Users can see the data but cannot perform any actions or modifications to transactions.

Financial Access

• Access to Deposits
  • Enabled: Allows the user to view bank deposit history and reconciliation details.
  • Disabled: The "View Deposits" button in the Payments dropdown will be hidden from view.
• Access to Process a Payment
  • Enabled: Allows the "Virtual Terminal" or manual entry feature to take payments over the phone or in person.
  • Disabled: The "Process a Payment" button in the Payments dropdown is hidden from view.

Account Settings

• View Organization Account Information
  • Enabled: Allows the user to see the organization's address, tax ID, and basic settings.
  • Disabled: users only have access to the Users section of Account Settings.

• Edit Account Information
  • Enabled: Allows users to edit the organization's information, update bank account, and change the logo.
  • Disabled: Account Settings are "Read-Only." Users cannot make changes.

User Management

• View All Users
  • Enabled: Allows the user to see who else has access to the account.
  • Disabled: Users can only view their own user information.

• Edit User(s)
  • Enabled: Provides administrative rights to edit users' name, email, and login credentials.
  • Disabled: Users are not able to make changes to any other user account, including their own.