Permissions

All Budgeting permissions: Admins with this permission can access and manage Corporate caps, Budgets, and Employee caps.

Can Manage Budgets and Caps: Admins with this permission can access and manage Corporate caps, Budgets, and Employee caps.

Can File Upload: Admins with this permission can access and manage File Upload.

Can Manage Community Branding: Admins with this permission can access and manage Community branding.

Can Manage Custom Designations: Admins with this permission can access and manage Charity custom designations.

Can Manage Custom Questions: Admins with this permission can access and manage Custom questions.

Can Manage Fundraising Design: Admins with this permission can access and manage Fundraisers settings and Fundraiser communication settings.

Can Manage Helppage Design: Admins with this permission can access and manage Help page design.

Can Manage Home Splash Modal: Admins with this permission can access and manage Splash modals.

Can Manage Homepage Design: Admins with this permission can access and manage Home page design.

Can Manage Message Banners: Admins with this permission can access and manage Message banners.

Can Manage Privacy Policy Design: Admins with this permission can access and manage Privacy Policy Design.

Can Manage Proxy Feature: Admins with this permission can access and manage Proxy.

Can Manage SSO Error Messages: Admins with this permission can access and manage SSO error messages.

Can Manage Surveys: Admins with this permission can access and manage Surveys.

Can Manage Tags: Admins with this permission can access and manage Tag sets.

All Data Feed Permissions: Admins with this permission can access and manage all Data Feeds settings and data.

Can Access Data Feeds: Admins with this permission can access Data Feeds, but cannot download data or configure SFTP settings.

Can Configure Data Feed SFTP: Admins with this permission can configure SFTP settings. Admins must also have the Can Access Data Feeds permission.

Can Download Data Feeds: Admins with this permission can download data from Data Feeds. Admins must also have the Can Access Data Feeds permission.

All External API Permissions: Admins with this permission can access and manage External API Keys.

Can Manage API Keys: Admins with this permission can access and manage External API Keys.

Note: YourCause manages the features in this section.

All Feature Permissions: Admins with this permission can access and manage user onboarding settings from CSRconnect Admin Portal, Community setup, Users, Onboarding.

Can Manage Onboarding: Admins with this permission can access and manage user onboarding settings from CSRconnect Admin Portal, Community setup, Users, Onboarding.

All Fundraising Permissions: Admins with this permission can access and manage Fundraiser Approval and Record a Fundraiser.

Can Approve Fundraiser: Admins with this permission can access and manage Fundraiser Approval.

Can Create Fundraiser: Users with this permission can create fundraisers. This is done from your CSRconnect Community and the user does not need access to the CSRconnect Admin Portal.

Can Edit Fundraisers: Users with this permission can edit any fundraiser. This is done from your CSRconnect Community and the user does not need access to the CSRconnect Admin Portal.

Can Manage Record Fundraiser: Admins with this permission can access and manage Record a Fundraiser.

Can Manage Fundraising Design: Admins with this permission can access and manage Fundraisers settings and Fundraiser communication settings.

Note: Can Manage Fundraising Design is in the Community Settings section.

All Give Settings Permissions: Admins with this permission have all of the Give permissions listed in this section.

Can Manage Cart Flow Settings: Admins with this permission can access and manage Cart Flow Settings.

Can Manage Cause Cards: Admins with this permission can access and manage Cause Cards.

Can Manage Match Programs: Admins with this permission can access and manage Employee Category, Match Settings, and Match Programs.

All Group Settings Permissions: Admins with this permission can access and manage Group Programs .

Can Create Group Programs: Admins with this permission can access Group Programs and create new group programs. They cannot edit or archive group programs.

Can Manage Group Programs: Admins with this permission can access and manage Group Programs.

Note: YourCause manages most of the features in this section.

All Import Permissions: Admins with this permission can access and manage all jobs and imports.

Can Access Bulk Match Program: Admins with this permission can access and manage Bulk Match Program Creation.

Can Access Donation Imports: Admins with this permission can access and manage Donation Imports.

Can Access HR Import Notification Settings: Admins with this permission can manage the Notification settings under HR Imports.

Can Access HR Import Settings: Admins with this permission can manage the File acquistion, Encryption, and Reset Schedule settings under HR Imports.

Can Access HR Imports: Admins with this permission can access the HR Imports pages in the CSRconnect Admin Portal.

Can Access HR SFTP Contents: Admins with this permission can access and manage the SFTP File Manager under HR Imports.

Can Access Incentive Revoke: Admins with this permission can access and manage Revoke Incentives.

Can Access Issue Bulk Incentives: Admins with this permission can access and manage Issue Incentives.

Can Access Match Pre Approval: Admins with this permission can access and manage Match Pre Approval.

Can Access Match Rollover: Admins with this permission can access and manage Match Rollover.

Can Access Pledge Imports: Admins with this permission can access and manage Pledge Imports.

Can Access Pledge Redirect: Admins with this permission can access and manage Pledge Redirect.

Can Access Volunteer Imports: Admins with this permission can access and manage Volunteer Imports.

Can Create Manual Imports: Admins with this permission can create a new Manual Import under HR Imports.

All Incentives Permissions: Admins with this permission can access and manage Incentive Programs, Incentive Rules, Incentive Management, and Incentive Page Settings.

Can Manage Incentive Programs & Rules: Admins with this permission can access and manage Incentive Programs, Incentive Rules, Incentive Management, and Incentive Page Settings.

All Insights Permissions: Admins with this permission have all of the Insights permissions listed in this section.

Can Access Giving Campaign Tracker: Admins with this permission can access and manage Campaign Tracker.

Can Access Organization Insights: Admins with this permission can access and manage Organization Insights.

Can Access Usage Insights: Admins with this permission can access and manage Usage Insights.

Note: Admins with All Insights Permissions do not have access to Reporting Tools. See the Public Reports section of this page.

All Integration Permissions: Admins with this permission have both of the webhooks permissions listed in this section.

Can Access Webhooks: Admins with this permission can access Webhooks, but cannot manage them.

Can Manage Webhooks: Admins with this permission can manage Webhooks. Admins must also have the Can Access Webhooks permission.

Can Access Reporting Tool: Users with this permission can access the Hierarchy Reporting Tools landing page. The Hierarchy Reporting Tools do not require access to the CSRconnect Admin Portal.

Can Access Geography Report: Users with this permission can access the Data by Geography report. This report does not require access to the CSRconnect Admin Portal.

• Can Access Geography Region Level: Users with this permission can access data up to the Region level within the Data by Geography report.

• Can Access Geography Country Level: Users with this permission can access data up to the Country level within the Data by Geography report.

• Can Access Geography State Level: Users with this permission can access data up to the State level within the Data by Geography report.

• Can Access Geography City Level: Users with this permission can access data up to the City level within the Data by Geography report.

Can Access Company Report: Users with this permission can access the Data by Company Manager report. This report does not require access to the CSRconnect Admin Portal.

• Can Access Company Manager Search: Users with this permission can search for other employees within the Data by Company Manager report.

Can View Unmasked Data: Users with this permission can view all aggregate totals for all employees within the Hierarchy Reporting Tools. Without this permission, users will see asterisks in place of data for any groups with 5 or fewer employees in it.

Can Manage Reporting Settings: Admins with this permission can access and manage Reporting Settings from CSRconnect Admin Portal, Community setup, Reporting, Settings.

Can View Charitable Funding Information: Admins with this permission can access and manage Charitable funding information.

All System Permissions: Admins with this permission have all of the System permissions listed in this section.

Can Access CSRconnect Admin: Users with this permission can access the CSRconnect Admin Portal.

Can Impersonate Employees: Admins with this permission can use the Impersonate Employee feature. They must also have the Can Search Employees permission.

Can Manage Ad Hoc Reporting Users: Admins with this permission can manage access to Ad hoc reporting.

Can Manage Email Rules: Admins with this permission can access and manage Email exemptions.

Can Manage Engagement Elements: Admins with this permission can access and manage Engagement Elements.

Can Manage Non HR Employees: Admins with this permission can access and manage Non HR employees.

Can Manage Roles: Admins with this permission access Manage roles, create roles, and edit roles. They cannot add or remove the users assigned to those roles. If they have access to employee search and employee history, they can also view Roles and Permissions data when looking up an employee.

Can Manage Stale Check Processing Setting: Admins with this permission can access and manage Stranded Funds Automation settings.

Can Manage Users Assigned to Roles: Admins with this permission can add or remove users assigned to roles under Manage roles. They must also have the Can Manage Roles permission.

Can Merge User Accounts: Admins with this permission can use the Merge account feature. They must also have the Can Search Employees permission.

Can Search Employees: Admins with this permission can access Employee Search.

Can View CSRconnect Admin Home Content: Admins with this permission can view the content on the CSRconnect Admin Portal home.

Can View Employee History: Admins with this permission can view an employee's giving, volunteering, and email notification history from Employee Search. They must also have the Can Search Employees permission.

Can View Engagement Elements: Admins with this permission can access Manage Engagements.

All Volunteer Permissions: Admins with this permission have all of the Volunteer permissions listed in this section.

Can Access Company Organizations: Admins with this permission can access and manage Company Added Organizations.

Can Access Event Manager: Admins with this permission can view the Opportunity Manager. To approve or decline events and projects, they must also have the Can Approve Events permission.

Can Access NPO Event Settings: Admins with this permission can access and manage NPO Event Settings.

Can Access Volunteer Campaigns: Admins with this permission can access and manage Volunteer Campaigns.

Can Access Volunteer Impact Tracker: Admins with this permission can access and manage the Volunteer Impact Tracker.

Can Approve CRA: Admins with this permission can access and manage the CRA Manager.

Can Approve Events: Admins with this permission can approve or decline pending events and projects from the Opportunity Manager. Admins must also have the Can Access Event Manager permission.

Can Approve NPO Events: Admins with this permission can access and manage the NPO Event Manager and VolunteerMatch Settings.

Can Create Events: Users with this permission can create events. This is done from your CSRconnect Community and the user does not need access to the CSRconnect Admin Portal.

Can Create Project: Users with this permission can create projects. This is done from your CSRconnect Community and the user does not need access to the CSRconnect Admin Portal.

Can Manage All Community Events: Users with this permission can edit and manage any event. This is done from your CSRconnect Community and the user does not need access to the CSRconnect Admin Portal.

Can Manage All Projects: Users with this permission can edit and manage any project. This is done from your CSRconnect Community and the user does not need access to the CSRconnect Admin Portal.

Can Manage Event Approval Email Settings: Admins with this permission can access and manage Custom Email Messages.

Can Manage Skills: Admins with this permission can access and manage Skills.

Can Manage Volunteer Grant Requests: Admins with this permission can access and manage Volunteer Grant Requests.

Can Manage Volunteer Settings: Admins with this permission can access and manage Event settings, Volunteer Email Settings, Record Individual activity settings, and Search Opportunities settings.

Can Manage Volunteer Time Off Requests: Admins with this permission can access and manage Volunteer Time Off (VTO) Approvals.

To manage permissions for Standard reports, select the Reporting tab while you are managing a role's permissions.

You can give a role access to specific standard reports, or you can allow access to all standard reports using the Can Access All Reports permission.