Standard System Roles and Tasks

To help set up your users with roles, the program provides multiple default system roles. You can assign users to these roles as necessary to enable users to perform their jobs appropriately.

The following sections provide a definition of each role, as well as the tasks assigned to each. You can use this information to become familiar with the system roles and to better understand how they match up with job roles in your organization. For information about assigning users to system roles, see Assign Users to a System Role.

Development Officer

Development Officer - Advanced Rights

Email Services Administrator

Email Services User

Prospect Research

Prospect Research Manager

System Role Report

 

 

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