Constituent Relationship Management Permissions

The following table lists the permissions of various roles for using Constituent Relationship Management features:

Role	NFP CRM Center > Constituent Management > Constituent Relationship	NFP CRM Center > Constituent Management > Relationship Report	NFP CRM Center > Constituent Management > Household Preferences	Lists > Relationships Constituents > Households
NFP EM A/R Clerk	Edit	View	None	Edit
NFP EM CEO	View	View	None	View
NFP EM CFO	Full	View	None	Full
NFP EM Controller	Full	View	None	Full
NFP EM Grant Administrator	Edit	View	None	Edit
NFP EM Program Manager	Edit	View	None	Edit
NFP EM A/P Clerk	View	View	None	View
Administrator	Full	Full	Full	Full

For each role, on the Role page, you must also provide View level access to the Set Up Company permission in the Setup subtab.

Related topics:

• Constituent Relationship Management
• Constituent Relationship
• Households
• Soft Credits

General Notices