View Roles

Roles allow you to create customized security plans for Donor Management.  A role contains specific permissions of what someone can/can’t do within Donor Management.  Then you can assign a role to a user so that the user will only be permitted to do what you’ve set up in the role.

The Admin role is automatically included with Donor Management and includes the ability to perform all functions within Donor Management.  Note: Be careful when assigning this role to a user since the user will be able to perform all functions within Donor Management.

To create a new role, click the Add New Role button.  You’ll be given the opportunity to choose which capabilities within Donor Management should be associated with this role.

To view an existing role, click the View link.

To search for a role in the list, click the Search button.  Each column will display a field or selector that allows you to limit the roles in the list by the criteria you enter into the filter.  For instance, if you enter “volunteer” in the role name filter field, the list will refresh and the results in the list will only contain roles containing the name “volunteer”.  Clicking the search button again will hide the filter options and return the original results of the list.