Overview

There are several user types in the system, each with different permissions. If you can’t perform an action, you might not have the necessary user level. Below is a breakdown of each type:

• User - Can view information and records but cannot change settings or data.
• Admin - Manages specific charities, can add, remove, and update records, invite users, and customize certain charity settings.
• Super Admin - Has full control over all charities in an organization, can manage any record or user, and customize settings organization-wide.
• Platform Sales Rep - A Super Admin assigned to organizations as they sign up for the system.

Learn More

You assign a user type when creating a new user or updating an existing one. For more information on user types for Super Admins, see the articles below: 

• Add a New User
• Change User Access

Note: Admins have limited access for managing users. See the articles Invite a New User to see the options available to Admins.