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