Control which managers can access different parts of your giving platform by setting up permissions. This ensures your team members can do their job without accessing sensitive data or settings they don't need.
Before You Start
Managers are the team members you add to help run your giving platform. Learn how to add managers if you haven't already.
Change Manager Permissions
- Go to your manager dashboard and click the Gear Icon at the top right
- Select the Managers card
- Find the manager you want to edit and click the Action button in their row
- Choose Update from the dropdown menu to open the Update Manager window
- Check or uncheck the boxes next to each permission to grant or deny access
- Click Save when finished
Note: If you're setting up permissions for a new manager, see Adding Managers for guidance.
General Settings Permissions
General Settings control which parts of the Manager Portal each manager can access. Check a box to grant access to that area. For example, if a manager only needs to create forms, check Forms but leave Donors and Reports unchecked.
Form-Specific Permissions
For more granular control, you can set permissions by form type and action. For example, you might let a manager view Event Registration form responses but not Giving form responses.
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