Permission Sets
You can control the access that each user of GiftWrap has to data and functions through the permission sets assigned to each Role and the Role then assigned to each User Account.
GiftWrap is divided into permission sets such as Person information, Gift information, and Sever/Death. Taken together, these and the many other permission sets include all of the data fields, reports, and functions found in GiftWrap.
Permission sets
The functions within each permission set are categorized as Data, Actions, or Reports. A user's access level for a permission set determines what he or she can do with the functions within that permission set. The user's access to these functions is determined as follows:
Read Write
Data - can view and change data
Actions - can perform action and change data using it
Reports - can produce report
Read Only
Data - can view data, but can't change it
Actions - cannot perform action
Reports - can produce report
No access assigned
Data - cannot view or change data
Actions - cannot perform action
Reports - cannot produce report
Many functions listed within each permission set are found in a menu available on the GiftWrap Menubar. These functions are identified by menu and then name. For example, Summaries - Person Summary identifies the Person Summary item in the Summaries menu.
Modules
Some functions are available only if your GiftWrap license includes a specific optional module. These functions are indicated below.
GiftWrap optional modules:
- Payment and Tax
- Pooled Fund Administration
- Work Flow
- Advanced Analysis
- Document Storage
1099 Tax
Data
1099 Tax - Outside Transmitter for 1099 File
Reports
1099 Tax - 1099 Summary
1099 Tax - Print 1099-R Forms (Payments and Taxes module only)
1099 Tax - Create IRS 1099 File (Payments and Taxes module only)
1099 Tax - CGA Tax Summary
Set Up
Data
Setup - Organization
Setup - Pooled Income Fund
Setup - Designation
Setup - Rating
Setup - Officer
Setup - Advisor Type
Setup - State Reserve Percentage
Setup - Standard State Reserve Mortality Table
Setup - Custom State Reserve Mortality Table
Setup - Org Groups for Reporting
Reports
Utilities - Display Record Counts
Actions
Utilities - Global Replace (full access only)
Audit Review
Reports
Utilities - Review Audit Information
Person Information
Data
General person information
Home Address tab
Other Addresses tab
Spouse link information
Notes tab
Contacts tab
Misc tab
Advisors tab
Reports
Utilities - Duplicate Validation Report
Actions
Actions - Person Search
Actions - Gift Search
Actions - Remainder Search
Actions - Add Person/Advisor
Add Spouse
Link a spouse
Actions - Globally Update Seasonal Addresses
Change Person Status (Read/Write only)
Utilities - Mail Merge Data
Utilities - Person/Individual Maintenance
Utilities - Import Home Addresses
Utilities - Import Names/Home addresses
Gift Information
Data
All information on the Gift Information screen
Association/Payments/Taxes screen
Gifts/Payments tab on Person Information screen
Actions - Maintain Fund/Pool Values
Actions - Maintain Historical Gift Values
Actions - Copy Gift Values to Historical Table
Actions
Utilities - Move Associations (Read/Write only)
Utilities - Import Fund/Pool Values (Read/Write only)
Utilities - Import Market Values (Read/Write only)
Utilities - Reset Market Values (Read/Write only)
Extraction
Actions
Utilities- Data Export
Payments
Data
Payments - Payment Settings
Payments - Payment Snapshot / Void
Reports
Payments - Payment Summary Reports
Payments - Advices / Files (Payments and Taxes module only)
Payments - EFT Summary Reports
Payments - Check Register
Actions
Payments - Checks/Upload (Payments and Taxes module only)
Payments - EFT Files (Payments and Taxes module only)
Payments - Re-compute Unitrust Payments
Pooled Income Fund
Reports
Account Summary (Pooled Fund Administration module only)
Annual Report (Pooled Fund Administration module only)
Yearly Rate of Return-Report (PIF module only)
Actions
Unitize New Gifts (Pooled Fund Administration module only)
Distribute Income (Pooled Fund Administration module only)
Correct Past Distribution (Pooled Fund Administration module only)
Update to New Period (Pooled Fund Administration module only)
Compute PIF market values
Yearly Rate of Return-Fund Market Values (Pooled Fund Administration module only)
Maintain Fund Tax Data (Pooled Fund Administration module only)
Import Fund Tax Data (Pooled Fund Administration module only)
Reconciliation
Actions
Payments - Reconcile Checks
Utilities - Import Cleared Checks
Sever/Death
Actions
Sever Gift
Record Death
Year End Update
Actions
Actions - Year End Update
Summary Reports
Reports
Summaries - Bequest Summary
Summaries - Legacy Society Membership
Summaries - Person Summary
Summaries - Prospect Summary
Summaries - Advisor Summary
Summaries - Gift Summary
Summaries - Organization Summary
Summaries - Pooled Income Fund Summary
Summaries - Designation Summary
Summaries - Rating Summary
Summaries - Officer Summary
Summaries - Advisor Type Summary
Summaries - Legacy Society Summary
Summaries - Organization Group Summary
Summaries - Individual / Person Summary
Summaries - Person Profile
Summaries - Gift Profile
Compliance/Liability Reports
Reports
Compliance - Gift Annuity Reserves – State Method (Read/Write required to save values)
Compliance - Gift Annuity Reserves – Custom Method (Read/Write required to save values)
Compliance - FASB Liabilities (Read/Write required to save values)
Review/Analysis
Reports
Summaries - Gift Summary by Designation
Summaries - Bequest Summary by Designation
Analysis - Historical Gift Values
Analysis - Gift Tally
Analysis - Projected Remainder Amounts (Advanced Analysis module only)
Analysis - Program Overview and Statistics (Advanced Analysis module only)
CashTrac
Reports
Analysis - CGA Market Value Transaction Details
Actions
Actions - CashTrac CGA Market Values
User/Role Setup
Data
Setup - Administrator – User Accounts
Setup - Administrator – Roles
Unlock/PW Reset
Actions
Setup - Administrator – Unlock/Password Reset (Read/Write only)
Verify Data
Actions
Utilities - Verify Person and Gift Data
Change Request (Work Flow module, remote role only)
Actions
Utilities - Submit Change Request
Administrator Functions
Data
Setup - Administrator - Charity Setup
Actions
Setup - Administrator – Settings/Monitoring
Document Management (Document Storage module only)
Data
Person Information - Documents tab
Gift Information - Documents tab
Actions
Utilities - Document Search/Upload
Tasks (Work Flow module only)
Data
Tasks - View Tasks
Tasks - Task Definition
Reports
Tasks - Dashboard
Tasks - Task Report
View Change Requests
Reports
Tasks - Change Request Report
Actions
Tasks - View Change Requests