How to Create User Roles

1. To add a new user role, click on ‘Settings’.

2. Then, under the User Settings, click on ‘Roles’.

3. Click on ‘Add Role’.

4. Name the role and add a description if you would like to. Next, click on ‘Save’ in the top right.

5. Once you save the role, you will see all of the available tabs that you may edit access for.

6. Click on the tab you would like to set-up. Then, click on ‘Edit’ to make changes.

7. You will be able to select Add, View, Edit, and Delete as options under some of the sections. For other sections you will solely check ‘Yes’ if you want them to have access to that area. You may also select ‘Uncheck All’ or ‘Check All’ if needed. Once you are done with each tab, press ‘Save’.

8. Continue to go through the other tabs and set the appropriate permissions for this user role.

Users Without Gift / Credit Card Access

If you do not want someone to have access to ANY gift or credit card information, be sure to UNCHECK ALL of the boxes on the ‘Gifts’ Tab.

9. You may also want to limit some or all of the reports (at least all of the gift and credit card reports).

The Home page would then not display any widgets that include gift info.

A contact record under the restricted login would look something like this: