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