Givelify User Permissions

  • Updated

The permission granted determines what the user can see or do in the Analytics Studio. Permissions have been summarized into three easy tiers:

  • Basic – This permission is typically given to users who primarily perform non-financial functions such as marketing, communications, and fundraising activities, and consists of view-only access for most areas of the Analytics Studio. Users with the Basic permission can:
    • View Overview
    • View Donation Activity, Bank deposits, and Refunds; cannot reply to messages
    • View Donors
    • View Fundraising Tools and send email to developers
    • View and generate Reports
    • View Settings - The following sub-menus are visible to Basic users:
      • App Profile - View only

      • Organization Info - View only

      • Mission Statement - View only

      • Envelopes/Campaigns - View only

      • Users – View only

      • Campuses - View only

  • Financial coordinator – This is the default permission given to new users and is typically for users who perform a financial function within the organization. Users with the Financial coordinator permission can:
    • View Overview
    • View Donation Activity, Bank deposits, and Refunds; can reply to messages
    • View Donors and edit Member IDs
    • View Fundraising Tools and send email to developers
    • View and generate Reports
    • View Settings - The following sub-menus are visible to Financial coordinator users:
      • App Profile - View/Edit
      • Organization Info - View/Edit
      • Mission Statement - View/Edit
      • Envelopes/Campaigns - View/Edit
      • QuickGive - View only
      • Users - View only
      • Campuses - View only
    • View and edit Integrations
  • Admin – This permission grants the user full access. Users with the Admin permission can:
    • View and edit Overview
    • View and edit Donation Activity, Bank deposits, and Refunds; can reply to messages
    • View and edit Donors
    • View and edit Fundraising Tools
    • View and generate Reports
    • View and edit Settings - The following sub-menus are visible to Admin users:
      • App Profile - View/Edit
      • Organization Info - View/Edit
      • Mission Statement - View/Edit
      • Bank Info - View/Edit
      • Envelopes/Campaigns - View/Edit
      • QuickGive - View/Edit
      • Users - View/Edit
      • Campuses - View/Edit
    • View and edit Integrations
 

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