User Roles - Restricting access by company role
User Role Templates
When adding a new team member to the GiveDirect portal, you can use User Role Templates to quickly assign a logical set of permissions. These templates are designed to match common roles within an organization.
How Templates Work
A user template is selected during the initial user creation process. Each template comes with pre-set permissions that are typically required for that role.
Note: Templates are a starting point. Once a user has been created, you can further customize their access at any time by following the steps in our Managing User Permissions guide.
Overview of User Roles
Below is a quick overview of the different user roles and their permissions.
An Account Owner has the highest level of access and is the primary administrative contact.
- Full Access: Can utilize all portal functions.
- Exclusive Rights: Only an Account Owner can add or delete other users, modify user permissions, and manage Multi-Factor Authentication (MFA) settings for the organization.
The Administrator role is designed for staff members who need to manage day-to-day operations.
- Full Access: Includes access to all forms, receipts, reports, and payment processing.
- Note: Unlike the Account Owner, this role typically focuses on campaign management rather than account-level user administration.
The User role is a "Read-Only" access level for staff who need to stay informed but shouldn't make changes.
- Visibility: Can view most sections of the portal.
- Restricted: All "Edit" permissions are disabled by default.
Designer or 3rd Party Fundraiser
This role is specialized for creative partners or external fundraisers who manage specific campaigns.
- Campaign Management: Can view and edit Campaign Forms and Email Receipts.
- Reporting: Can view reports to track progress but cannot edit transaction details.
- Restriction Capability: This is the ideal role to limit using the "Specific Forms" restriction, ensuring they only see the campaigns relevant to them.
The Bookkeeper role focuses purely on financial reconciliation.
- Financial Access: Can view Reports and Deposits to track incoming funds.
- Restricted: Does not have access to edit forms, process payments, or manage account settings.
For a deep dive into what each individual checkbox allows, please refer to the main Managing User Permissions article.