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User Permissions and Roles

Updated over a month ago

For your officers or volunteers who need access to manage your Givebacks site, you can assign Admin Roles. These are managed under My Organization, then Manage Access.

For full admin access, assign the role of Admin.

For limited access, assign the Custom role and select the appropriate access.

  • Orders View: Access to Store Management > Orders page to view incoming orders. The Orders View will not allow the added person to refund orders or mark them fulfilled. Orders View also grants permission to see the Payouts page.

  • Orders Edit: Access to Store Management > Orders page to edit any incoming orders - this includes permissions to refund, mark fulfilled, and add notes.

  • Compliance View: Access to the Compliance section on the menu, to view all submissions and documents.

  • Compliance Edit: Access to the Compliance section on the menu to submit and archive submissions and documents.

  • Fundraisers View: Access to the Fundraisers section of the menu, allowing you to view all pages. Does not allow you to edit a fundraiser unless the user already has admin access within the fundraiser and uses the same email address.

  • Fundraisers Edit: Access to the Fundraisers section of the menu, with the ability to edit and create new campaigns and change product fundraiser items.

  • Store Products View: Access to Store Management > Products page and Memberships > Manage Member Items to view only. Also able to view categories and bundles.

  • Store Products Edit: Access to Store Management > Products page and Memberships > Manage Member Types to edit existing items, categories, and bundles, adjust visibility, and create new items.

Questions? Click the "?" icon to contact Givebacks Support.

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