Application Roles (Version 2+)

Account: Application Roles

1. This tutorial will cover how to create user application roles and set application role permissions. Application roles are a category or type of user based on the rights and permissions to view, edit, and delete data granted to users in that role/category.
2. Start by clicking on the account drop down in the upper right (your user name) and then selecting Account from the drop-down menu or Manage Users.
   

   

3. This will take you out of the CRM and into your Account Settings (accounts.fundly.com). From here, click on Application Roles in the left hand menu.
4. This will bring you to the Application Roles Index screen where you will see a list of all configured application roles.
5. By default, your system comes with an Admin application role - this role cannot be edited or deleted. Users with the Admin role have permission to view, edit, and delete any/all data in your system. You should have at least one staff person assigned to this role, though it can be good to have two in case one admin is on vacation or leaves your organization without setting up a new admin.
6. To edit an existing role, click on the Edit button to the right of that role.
7. To create a new role, click on the Add New Role button in the lower right of the screen.
8. Start by setting a name for the role in the Role field and then enter a description in the Description field to indicate how the role is to be used. The name should be somewhat descriptive of what type of rights/permissions staff who are assigned to that role have.
9. Next, using the Allow or Deny radio buttons for each permission, indicate what permissions the users with this role will have. You have the ability to allow users assigned this application role the ability to view (but not edit or delete), add/edit (but not delete), and delete data for each module/type of data.
10. If you do not set a preference for a permission, the system will set that permission to Deny upon saving.
11. There are multiple tabs (which tabs you have will depend on your settings/paid add-ons). Permissions must be set for all of the tabs individually.
12. When you have finished setting all desired permissions, click on Save in the lower right corner of the screen.
13. You can exit your Account Settings area and return to CRM by clicking the Go To NonProfitEasy button in the upper right corner.