How to Manage Access Permissions by Fund
A fund's financial information is considered confidential and must be closely protected from unauthorized access, modification, and disclosure. Staff members, however, need visibility and access to the funds they work with so that they can accomplish tasks within the scope of their work responsibilities. Access, however, should be appropriately safeguarded and granted to staff on a "need to know" basis only.
This topic shows organization administrators how to manage access permissions to a selected fund. If you want to give a staff user access permissions to multiple funds, we recommend using the procedure documented in this topic: How to Manage a Staff Member's Fund Access Permissions.
To view the Funds page, you must have Organization Admin permissions tied to your login credentials. If you do not have Organization Admin permissions, the Funds option in the navigation bar is not visible.
What Are Fund Access Permissions?What Are Fund Access Permissions?
The organization administrator is the principal owner of all funds and, as such, has fund permissions and rights of access to all of the organization's funds, which are listed on the Funds page. By extension, the organization administrator can grant or deny staff users' access to a fund. If permission to a fund is granted, the staff user can see the fund in all Fund dropdown lists throughout the application and view data in batches, pledges, reports, and contributions associated with the fund.
Fund-related tasks are limited to staff members who have specific types of access. Such restrictions ensure the security and protect the confidentiality of fund data. Granting access rights to a staff member should be based on two factors: 1) whether the staff member has a legitimate need for the type of access and 2) whether the staff member has the necessary knowledge and skill to use the access rights without causing harm to the system.
- Open the Funds page.
- Find the desired fund. Do one of the following:
- Enter the fund name in the Search box in the toolbar. Then, click
. - Click
to open the Filter panel on the right. Enter one or more filter criteria. If desired, set filters to specify the order in which you want the filter results displayed. Then, click 
.
- Enter the fund name in the Search box in the toolbar. Then, click
A list of funds matching your search criteria is displayed
- Select the fund's name link to open the fund record.
- In the fund record, select the Permissions tab.
This tab shows the names of staff in the logged-in user's organization.
- Do one of the following:
- To give a staff user access to the fund, select the Has Permission checkbox to the left of his or her name. A checkmark appears in the box to indicate that user now has access to the fund.
- To remove permissions to the fund, select the Has Permission checkbox to the left of his or her name. The checkmark is removed to indicate that the user no longer has access to the fund.
The system displays a message to confirm that the fund permission was added or removed.
Related Topics
How to Manage a Staff Member's Fund Access Permissions