How to manage user roles and permissions in Panorama Donor Management

An administrator for the Panorama Donor Management account can define roles and set permissions of user groups. This is helpful for a variety of reasons: 

• If the organization has volunteers who are only allowed to access non-sensitive information, their role can be customized and limited based on need

How to Manage the User Roles

Step 1. Login to Panorama and Launch Donor Management

Step 2. In the bottom left side panel of the dashboard, select Settings: 

Step 3. Select Manage Roles

Step 4. To add a new role, click the Add New Role button 

Step 5. The next page allows you to name and customize the role that you are creating. Select the permissions and areas of Donor Management that you would like this user role to have access to.

Step 6. Once you are done, click "Save" in the bottom right-hand corner.