Add a Role

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.

1. Choose Manage and then Roles from the main menu.
2. The Role management screen opens. 
3. Select Add in the lower left corner of the Role Management screen.
4. Type a Name for the new Role. The new role will appear in the Roles frame to the left of the screen.
5. Check the box(es) for the appropriate Task Related Permissions you wish to assign.
6. 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.
7. Select Save in the lower right corner of your screen.