Authorization levels: Fundraising (../CS)
The functionality available to a user is based on the user’s Fund Raising authorization level, user class, and licensing. The highest authority level a Casual user can have here is 2.
What each user type can do
- Full and Casual users with auth level 1 can find and view gifts, payments, adjustments, and requests
- Full and Casual users with auth level 2 can run reports and executive reports
- Full users with auth level 3 can create and edit fundraising records
- Full users with auth level 4 can delete fundraising records
Note: Level 1 users select Enter and edit gifts, Process payments, Enter and edit adjustments, and Manage requests to find and view those records.
What navigation items each user type can see
|
Task List Item |
Required Conditions and Notes |
|---|---|
| Enter and edit gifts |
Full or Casual user + Fundraising auth level 1 + FUNDR license |
| Rapid gift entry |
Full user + Fundraising auth level 3 + FUNDR license Available only if Fundraising is configured to use rapid gift entry |
| Process payments |
Full or Casual user + Fundraising auth level 1 + FUNDR license |
| Enter and edit adjustments |
Full or Casual user + Fundraising auth level 1 + FUNDR license |
| Process premiums |
Full user + Fundraising auth level 4 + FUNDR and ORDER license |
| Set up appeal expenses |
Full or Casual user + Fundraising auth level 1 + FUNDR license |
| Manage requests |
Full or Casual user + Fundraising auth level 1 + FUNDR license |
| Generate reports |
Full or Casual user + Fundraising auth level 2 + FUNDR license |
| Generate executive reports |
Full or Casual user + Fundraising auth level 2 + FUNDR license |
| IQA |
Full user + Fundraising auth level 2 + Reporting group + FUNDR license |
| Set up tables |
Full user + Fundraising auth level 5 + FUNDR license |
| Set up module |
Full user + Fundraising auth level 5 + FUNDR license |