Managing User Roles in Settings

Control what each team member can do in Humanitru by assigning roles. This guide covers role management and configuration.

Different Roles control access to specific features and data:

• View Constituents: Can view constituent records
• Edit Constituents: Can create and edit constituent records
• Record Gifts: Can add and edit gift records
• Manage Campaigns: Can create and configure campaigns
• Manage Reports: Can create and run reports
• Manage Tags: Can create and edit tags
• Manage Users: Can add/remove staff and assign roles
• Access Settings: Can modify system settings

For more specific information on Roles, please click HERE.

1. Navigate to Settings > Staff Members
2. Click on a role to view its permissions

Role Details