Manage roles

You can use roles to determine which users can access or manage various CSRconnect features. Admins configure a role with a combination of permissions, then assign that role to other admins or users. Users can have multiple roles.

See Permissions for a list of all available permissions.

From the CSRconnect Admin Portal, Admin tools, select User Management, Manage Roles.

To edit roles and assigned users, you must have the Can Manage Roles and Can Manage Users Assigned to Roles permissions.

Note: If a user is assigned roles with conflicting permissions, the user is granted that permission

Example roles

  • Super Admin: Access to all permissions, allowing admin to pull reporting, manage settings, approve matching gifts and volunteer grants, create Engagement Elements, and more.

  • Reporting Admin: Access to all Data Hub and Data Feeds.

  • Volunteer Coordinator: Access to Event Manager, ability to create events, and permission to view each Volunteer report in the Data Hub.

Create a role

  1. Select + Create role.

  2. Enter a descriptive name or title.

  3. Enter a longer description. Consider what the role will enable the user to do, the purpose of the role, associated departments, and job titles.

  4. Select Save and manage permissions.

  5. For each permission, select whether to Allow or Deny.

  6. Review the allowed permissions in the Policy Summary.

Video: View how to create a role.

Import a role template

You can use role templates to quickly create a role using a set of permissions that are commonly used together. Role templates are created and managed by YourCause. After importing the template, you can customize the role’s permissions for your organization's specific needs.

  1. Select Import from Template.

  2. Select the role template, then select Import.

  3. To customize the imported role, select Edit - Manage roles at the end of its row.

Edit an existing role

  1. In the list of existing roles, find the role. At the end of its row, select Edit - Manage roles.

  2. For each permission, select whether to Allow or Deny.

  3. Review the allowed permissions in the Policy Summary.

  4. Then select Edit role details.

  5. Consider updating the name or the role and its description.

  6. Select Save changes.

Video: View how to update a role.

Delete a role

You can delete a role. Users will lose access to the corresponding capabilities, unless they have another role that grants them access.

  1. In the list of existing roles, find the role. At the end of its row, select Edit - Manage roles.

  2. Select Remove role.

Assign a role to one or more users

  1. In the list of existing roles, find the role. At the end of its row, select Manage users.

  2. Enter a name. Then type Enter or select Search.

  3. From the search results, find the users and then select Add.

Assign roles to users via bulk import

  1. In the list of existing roles, find the role. At the end of its row, select Manage users.

  2. Select Bulk upload users.

  3. Select Download a template. Based on your browser settings, a .csv file is saved to your local computer.

  4. Fill out and save the .csv template.

  5. Return to Manage roles, Manage users, Bulk upload users.

  6. Select Continue.

  7. Upload the file and save your changes.