About User Roles and Permissions
Users added to your organization must be assigned either a Nonprofit Manager or Nonprofit Administrator role. This allows you to control the information and tools they can access in NPOconnect.
Note: To be added as an Administrator, users must be in a financial role, on the management team, or an office leadership team member. YourCause requires verification documentation and final approval for those assigned this role. All other users should added as Managers.
What can the user do? | Nonprofit Manager | Nonprofit Administrator |
---|---|---|
Edit the Nonprofit Profile | Yes | Yes |
Update the display name shown in the Nonprofit Profile | Yes | Yes |
Update the display address | No | Yes |
Update the disbursement name and address for checks | No | Yes |
Complete compliance and affiliations | Yes | Yes |
Set up ACH direct deposit | No | Yes |
Manage banking information | No | Yes |
Add and manage users | No | Yes |
Add and manage chapters | Yes | Yes |
Add and edit Sustainable Development Goals (SDGs) | Yes | Yes |
Verify donations | Yes | Yes |
Verify volunteer hours | Yes | Yes |
Add and manage contacts | Yes | Yes |
Add and manage documents | Yes | Yes |