Edit User Permissions

This article provides steps to edit user permissions.

An account Owner can update user permissions for themselves and other users on the Users page. If a user is no longer using the system, you can Remove a User.


Complete the following steps to edit user permissions:

1. In the main menu, select Users.

2. Click the ellipsis on the user to view the drop-down menu.

3. In the drop-down menu, select Edit Permissions.

4. Select the appropriate permissions for the user. The permissions are defined in the following list.

Permission Definitions:

  • Owners have rights to adjust all organization settings and permissions of all users. 
  • Billing Admins have rights to look at all invoices, change billing terms, set up recurring automatic payments, enroll in paperless billing, and make online payments. 
  • Directory Admins have rights to view and edit all aspects of the directory except private notes (unless they also have the Private Notes user permission). 
  • Directory Viewers have rights only to view members in the directory with both family and member information. They can also be given Private Notes user permission. 
  • Forms Admins can manage all aspects of forms including creating forms, archiving forms, deleting forms, editing forms, and viewing submissions. 
  • Giving Admins can manage all aspects of Giving including funds, contributions, donors, exports, and merchant settings. They can manage both physical contributions and electronic contributions. 
  • Ordering Admins can manage all aspects of envelope orders. 
  • Private Notes users can create and view notes within the directory that are hidden from users without this permission.

5. Click the Save User button to update the user's permissions.

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