About User Roles and Permissions
All users added to your organization in NPOconnect must be assigned one of the following roles - Manager or Administrator. These roles allow you to control the information and tools those in your organization can access in NPOconnect.
Note: Users added as an Administrator must be in a financial role, on the management team, or an office leadership team member. YourCause requires verification documentation and final approval for any users assigned this role. All other users should be added as Managers.
User Permissions | Manager | Administrator |
---|---|---|
Modify Nonprofit Profile in the Administration > Profile area | Yes | Yes |
Modify addresses | Yes, but does not have permission to edit the Disbursement Address | Yes |
Add and manage contacts in the Administration > Contacts area | Yes | Yes |
Documents | Yes | Yes |
Manage chapters | Yes | Yes |
Add and manage Sustainable Development Goals (SDGs) | Yes | Yes |
Verify donations in the Giving > Donation Verification area | Yes | Yes |
Complete compliance and affiliations | Yes | Yes |
Verify volunteer hours in the Volunteering > Volunteer Hour Verification area | Yes | Yes |
Manage ACH banking information | No | Yes |
Add and manage users | No | Yes |