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Growth Method

RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Roles

Edit a Role

Update the permissions for all users assigned to a role.

  • You must be a Growth Method administrator to do this.
Edit a role if you want to change permissions for all of the users assigned to this role. For example, if you have a role named "Contact Person" with just the Track Leader permission and you want to allow anyone with the "Contact Person" role to also be a campaign worker, select the Campaign Worker permission to add it to this role. Doing so enables any user assigned to the "Contact Person" role to have the Track Leader and Campaign Worker permissions.
  1. Click your name and click User Management.
  2. Click Roles.
  3. Click the role you want to edit.
  4. You can edit the role name and description. Select or deselect the check boxes to edit the role's permissions.
  5. Click Save.

Last updated: September 25, 2024