Responsibilities
The collections of permissions that you can assign to users.
Responsibilities are the groups of permissions assigned to users to give them certain abilities in Giving. The responsibilities selected give users access to different parts of the software.
Once created, responsibilities are assigned one-at-a-time to individual users. For instructions, see Edit a User's Permissions.
A full access administrator can...
- Change site settings: add custom fields, add or change a logo, and so on
- View the change log (Admin-only)
- Add new Giving users with responsibilities (Admin-only)
- Set permissions for Giving users with responsibilities (Admin-only)
- Delete existing Giving users with responsibilities (Admin-only)
- Change account email addresses for Giving users (Admin-only)
- Change a profile field for multiple individuals (Admin-only)
- Enter online gifts on behalf of contributors (Admin-only)
- Cancel scheduled gifts on behalf of contributors (Admin-only)
- Search for individuals
- Add, edit, and delete profiles for new individuals
- Invite individuals to Giving
- Send individuals an email to reset their password
- Set individuals as inactive at your church
- View and change information designated "unlisted"
- View and change any public information
- View an individual's full date of birth, including the year, on the profile
A limited access administrator can...
- Change site settings: add custom fields, add or change a logo, and so on
- View the change log (Admin-only)
- Change account email addresses for Giving users (Admin-only)
- Change a profile field for multiple individuals (Admin-only)
- Search for individuals
- Add, edit, and delete profiles for new individuals
- Invite individuals to Giving
- Send individuals an email to reset their password
- Set individuals as inactive at your church
- View and change information designated "unlisted"
- View and change any public information
- View an individual's full date of birth, including the year, on the profile
Depending on Users & Permissions settings, limited access administrators may also be able to...
- Add new users with responsibilities (Admin-only)
- Set permissions for Giving users with responsibilities (Admin-only)
- Delete existing Giving users with responsibilities (Admin-only)
Customized Responsibilities
As a full access administrator, you can create additional responsibilities. If you want a user to have all permissions, you should make them a full access administrator.
The total number of responsibilities an administrator can create is 25. Once you reach 25 responsibilities, the Add Responsibility button is no longer available.