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 Donations; cannot reply to messages
-
View Donors
-
View Bank deposits (and Refunds)
-
View Manage envelopes/campaigns - View only
-
View Giving 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
-
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 Donations; can reply to messages
-
View Donors and edit Member IDs
-
View Bank deposits (and Refunds)
-
View and edit Manage envelopes/campaigns
-
View Giving tools and send email to developers
-
View and generate Reports
-
View and edit Integrations
-
View Settings - The following sub-menus are visible to Financial coordinator users:
-
App Profile - View/Edit
-
Organization Info - View/Edit
-
Mission Statement - View/Edit
-
QuickGive - View only
-
Users - View only
-
Campuses - View only
-
-
-
Admin – This permission grants the user full access. Users with the Admin permission can:
-
View and edit Overview
-
View and edit Donations; can reply to messages
-
View and edit Donors
-
View and edit Bank info (and Refunds)
-
View and edit Giving tools
-
View and generate Reports
-
View and edit Integrations
-
View and edit Manage envelopes/campaigns
-
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
-
QuickGive - View/Edit
-
Users - View/Edit
-
Campuses - View/Edit
-
-
Feel free to contact our Customer Support team at support@givelify.com if you have any further questions.