Can I limit what certain officers can see in the dashboard?

146 views 1

Yes, the account owner can set specific limits for each officer.

On your computer, visit www.givelify.com and log in to your organization’s account. Then follow these steps:

  1. Click on Settings at the top right of your screen.
  2. Click on the Officers tab.
  3. Click the Permissions button next to the officer whose account you would like to limit.
  4. Click the blue on/off buttons to select which pages and tabs will be visible to the officer from within the dashboard.
  5. Using the drop-down boxes, select View Only or View and Edit.
  6. When your adjustments have been made, click the blue Update button.

Was this helpful?