When you need to create a role to meet your organization’s and users’ needs, you can create a new role using the instructions below or, if a pre-existing defined role is close to what you need to create, simply copy the existing role and add the other permissions needed.
- Choose Manage and then Roles from the main menu.
- The Role management screen opens.
- Select Add in the lower left corner of the Role Management screen.
- Type a Name for the new Role. The new role will appear in the Roles frame to the left of the screen.
- Check the box(es) for the appropriate Task Related Permissions you wish to assign.
- Check the box(es) for the appropriate Data Related Permissions you wish to assign. There are 4 different Data Related Permissions available for each function:
- Add - This allows a user assigned to the Role the right to add records such as Constituents, Appeals, Donations, etc.
- Delete - This allows a user assigned to the Role the right to delete records such as Constituents, Appeals, Donations, etc. NOTE: Deleted items are NOT retrievable. Assign this permission with caution.
- Edit - This allows a user assigned to the Role the right to edit existing records, however, it does not provide add or delete capability.
- View - This is a View only permission. A user assigned to the Role will not be able to add, edit, or delete records. NOTE: View is automatically checked when another permission is assigned. You must un-check any other permission (add, delete or edit) before un-checking View.
- Select Save in the lower right corner of your screen.