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:
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Owners have rights to adjust all organization settings and permissions of all users.
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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.
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Directory Admins have rights to view and edit all aspects of the directory except private notes (unless the user also has the Private Notes permission).
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Directory Viewers have rights only to view members in the directory, including both family and member information. They can also be given Private Notes user permission.
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Religious Ed Admin can manage all aspects of Religious Education including Terms, Classes, Registration, and Students.
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Religious Ed Viewer can view all aspects of Religious Education.
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Export Admin manages export preferences and can mark records as exported.
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Forms Admins can manage all aspects of forms including creating forms, archiving forms, deleting forms, editing forms, and viewing submissions.
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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.
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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.
