Add a Responsibility

Create new collections of permissions to assign different staff members or volunteers.

  1. Sign in as an administrator or user with the appropriate permission.
  2. Click Admin > Users & Permissions > Responsibilities.
  3. Click Add Responsibility.
  4. Enter a name to describe the responsibility, such as "Add Profiles" or "Manage Funds."
  5. Select which permissions to allow for this responsibility.
  6. Click Save.

    Time Saver

    You can copy a responsibility and all its related permissions in order to quickly customize a new one that is similar. In the Responsibilities list, point to a responsibility, click the ellipsis icon, and select Copy. Then, make any necessary changes to the new responsibility.