User class combined with licensing and the Fundraising authorization level determines what users can see and do within Fundraising. The highest authority level a Casual user can have here is 2.
What each user type can do
■ Full and Casual users can find and view gifts, payments, adjustments, and requests - auth level 1
Note: Level 1 users select Enter and edit gifts, Process payments, Enter and edit adjustments, and Manage requests to find and view those records.
■ Full and Casual users can run reports and executive reports - auth level 2
■ Full users can create and edit fundraising records - auth level 3
■ Full users can delete fundraising records - auth level 4
What navigation items each user type can see
|
Task List Item |
Required Conditions and Notes |
|
Enter and edit gifts |
Full or Casual user + Fundraising auth level 1 + FUNDR license |
|
Rapid gift entry |
Full user + Fundraising auth level 3 + FUNDR license Available only if Fundraising is configured to use rapid gift entry |
|
Process payments |
Full or Casual user + Fundraising auth level 1 + FUNDR license |
|
Enter and edit adjustments |
Full or Casual user + Fundraising auth level 1 + FUNDR license |
|
Process premiums |
Full user + Fundraising auth level 4 + FUNDR and ORDER license |
|
Set up appeal expenses |
Full or Casual user + Fundraising auth level 1 + FUNDR license |
|
Manage requests |
Full or Casual user + Fundraising auth level 1 + FUNDR license |
|
Generate reports |
Full or Casual user + Fundraising auth level 2 + FUNDR license |
|
Generate executive reports |
Full or Casual user + Fundraising auth level 2 + FUNDR license |
|
IQA |
Full user + Fundraising auth level 1 + Reporting group + FUNDR license |
|
Set up tables |
Full user + Fundraising auth level 5 + FUNDR license |
|
Set up module |
Full user + Fundraising auth level 5 + FUNDR license |