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 and 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: Allow takes precedence over Deny. If a user is assigned roles with conflicting permissions, the user is granted the permission.

Example Roles

  • Program Admin: Access to all permissions, allowing admins to run reports, manage settings, approve matching gifts and volunteer grants, and create Engagement Elements.

  • Reporting Admin: Access to all Standard Reports and Data Feeds.

  • Volunteer Coordinator: Access to Event Manager, permission to create events, and permission to view each Volunteer report in Standard Reports.

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 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 Manage Roles to edit.

  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. Update the role's name or description, if needed.

  6. Select Save changes.

Video: View how to update a role.

Delete a Role

You can delete a role. Users with that role lose access to the assigned permissions unless another role grants them access.

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

  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 the employee's first name, last name, or email address to search.

  3. Find the user in the search results, 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 Template.

  4. Fill out and save the .csv template.

  5. Return to Manage Roles, Manage Users, Bulk Upload Users.

  6. Select Continue.

  7. Select Upload to upload the file, then save your changes.