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.