Authorization levels: Fundraising (../CS)
The functionality available to a user is based on the user’s Fund Raising authorization level, user class, and licensing. The highest authority level a Casual user can have here is 2.
What each user type can do
- Full and Casual users with auth level 1 can find and view gifts, payments, adjustments, and requests
NoteLevel 1 users select Enter and edit gifts, Process payments, Enter and edit adjustments, and Manage requests to find and view those records.
- Full and Casual users with auth level 2 can run reports and executive reports
- Full users with auth level 3 can create and edit fundraising records
- Full users with auth level 4 can delete fundraising records
What navigation items each user type can see
| Task List Item | Required Conditions and Notes |
|---|---|
| Enter and edit gifts | Full or Casual user + Fundraising auth level 1 + FUNDR license |
| Rapid gift entry | Full user + Fundraising auth level 3 + FUNDR license. Available only if Fundraising is configured to use rapid gift entry |
| Process payments | Full or Casual user + Fundraising auth level 1 + FUNDR license |
| Enter and edit adjustments | Full or Casual user + Fundraising auth level 1 + FUNDR license |
| Process premiums | Full user + Fundraising auth level 4 + FUNDR and ORDER license |
| Set up appeal expenses | Full or Casual user + Fundraising auth level 1 + FUNDR license |
| Manage requests | Full or Casual user + Fundraising auth level 1 + FUNDR license |
| Generate reports | Full or Casual user + Fundraising auth level 2 + FUNDR license |
| Generate executive reports | Full or Casual user + Fundraising auth level 2 + FUNDR license |
| IQA | Full user + Fundraising auth level 2 + Reporting group + FUNDR license |
| Set up tables | Full user + Fundraising auth level 5 + FUNDR license |
| Set up module | Full user + Fundraising auth level 5 + FUNDR license |