Build a custom role
Start from a template, then dial each capability up or down. Roles can scope to specific legal entities.
Used by parish-level staff who manage their own parish's prospects but cannot edit diocesan campaigns or post batches.
Start from a template
Template
Administrator
Database Admin
Development Director
Gift Officer
Read-only
Blank
Selected: Gift Officer defaults — adjust below.
Permissions matrix
Capability
What it covers
None
View
Edit
Full
Donors
View / create / edit constituents · merge duplicates · assign tags
✓
Gifts & pledges
Record single gifts / pledges · post batches · process refunds · write off pledges
✓
Campaigns
Create / edit campaigns · adjust appeals & funds · set goals · archive
✓
Communications
Compose & send · use templates · build mass-email lists · edit templates
✓
Reports & analytics
View standard reports · build custom reports · schedule recurring sends · CSV export
✓
Admin & settings
Manage users · roles · integrations · sync · billing · entity setup
×
Audit log
View immutable history of changes · 7-year retention · search by user, record, date
×
None = no access · View = read-only · Edit = create/modify own + assigned · Full = create/modify any · including delete & permanent actions
Constraints & defaults
Default entity scope when assigned
Allow inviting users with this role?
Session timeout
2FA requirement