Administrator - Roles

You must login to GiftWrap using a login name and password that has administrator rights to have access to this function.

The Administrator - Roles page allows you to create one or more roles that you can then assign to User Accounts.

The role assigned to a User Account determines the permission set access and data masking allocated to that User Account.  You may assign only one role to each User Account, but you may assign the same role to as many User Accounts as you wish.

Permission Sets
GiftWrap is divided into permission sets, such as Person information, Gift information, and Audit Review. Between them, these permission sets include all of the data fields, reports, and functions found in GiftWrap.

You can assign a role one of two access levels to each permission set.

• Read Only - The role allows viewing the data and producing the reports included in the permission set. The role, however, does not allow changing the data or performing the functions that change data that are included in the permission set.

• Read Write - The role allows viewing and editing the data and performing all functions included in the permission set.

If you do not assign either of these access levels to a permission set, then the role provides no access to that permission set.

 

Data and functions included in each permission set

 

Masking Selected Data

You can mask any of the following data for every user who is assigned the Role.

Social Security Numbers on screens
Bank account  numbers on screens
Dates of birth on screens
Social Security Numbers on non-tax reports
Social Security Numbers on tax reports
Bank account  numbers on reports

 

To add a Role

1. Click Setup > Administrator - Roles.

2. Click .

3. Enter the information about the Role.  There is help available on each field.

Mark the Read Only checkbox to give read only access to a permission set.

Mark the Read Write checkbox to give read/write access.

Leave both checkboxes unmarked to give no access to a permission set.

4. Click when done.

5. Click to close the User Account Information page.

 

To view or modify the information stored for a specific Role

1. Click Setup > Administrator - Roles.

2. Double-click the row in the grid for the Role you want to review or modify:

Enter or edit information in the Role Information page as desired.  There is help available on each field.

3. Click to save your changes.

4. Click to close the Charity Information page.

 

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