In this article, you'll learn about the four different permissions levels in your Alpine database.
Background
Your Alpine database has four predefined security roles available in the system. User accounts can be assigned one of four different permission levels: Admin, Member, Entry Only “Plus”, and Entry Only.
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Role |
Description |
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Admin |
Admin have full editing and invitation powers, and can see financial details on every record. |
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Member |
Members can view all financial details, but cannot edit or change anything in the database. |
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Entry Only Plus |
Similar to 'Entry Only', but can see all non-transactional Actions, as well as run Constituent Reports that have been shared with them. |
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Entry Only |
Entry Only Users can only see Actions they input, restricting their access to only inputting data and updating individual Constituent profiles without being able to run reports. |
Compare user-level permissions
The tables below highlight the different permissions for each type of User in your Alpine database.
Actions
Actions represent a way to classify an entry in your Alpine database. There are several different Action types available in Alpine, which can either be transactional or non-transactional.
- Transactional Actions include Donations, Membership Payments, and RSVPs
- Non-transactional Actions include Check-Ins, Volunteer Hours, Email Sends, Email Opens, Email Clicks, Phone Calls, Texts, Meetings, Letters, and Notes
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User Permissions |
Admin |
Member |
Entry Only Plus |
Entry Only |
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Create transactional Actions |
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Edit transactional Actions |
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View transactional Actions |
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Delete transactional Actions |
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Create non-transactional Actions |
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Edit non-transactional Actions |
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View non-transactional Actions |
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Delete non-transactional Actions |
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Verify/Unverify Actions |
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View Attachments |
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Edit Attachments |
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NOTE: Entry Only Users can Edit/View/Delete Actions that they themselves input into Alpine. This includes the ability to:
- View/Edit Attachments on Actions they input
- Verify and Unverify Actions they input
NOTE: Entry Only Users can View/Edit Actions they created, but if another User edits the Action, they will not be able to see the Action anymore.
CAUTION: Entry Only Plus Users are unable to view transactional Actions in Alpine. This includes Donations, Memberships, and RSVP’s.
Users with this permission level can still view Tags/Tag Groups and Campaigns/Campaign Categories in Alpine. Users should use caution when creating Tags/Tag Groups and Campaigns/Campaign Categories that might indicate a Constituents financial status (e.g., Major Donor).
Constituents
A record that represents an individual or entity in your Alpine database.
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User Permissions |
Admin |
Member |
Entry Only Plus |
Entry Only |
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Create new Constituents |
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View Base and Custom Fields in Constituent profiles |
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Edit Base and Custom Fields in Constituent profiles |
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View Derived Fields in Constituent profiles |
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View Constituent Relationships |
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View “At a Glance” statistics containing transaction data |
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View “At a Glance” statistics not containing transactions data |
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Campaigns
Campaigns are ways to organize and label Actions. Each Action can have as many Campaigns as you apply, depending on your needs. For example, a donation Action can be labeled with “Check” if you received a check donation, or “Cash” otherwise. You can add additional Campaigns to your donation Action type to assign a particular fund, or appeal.
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User Permissions |
Admin |
Member |
Entry Only Plus |
Entry Only |
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Create Campaign Categories in Alpine |
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View Campaign Categories |
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Edit Campaign Categories in Alpine |
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Delete Campaign Categories from Alpine |
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Create Campaigns in Alpine |
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View Campaigns |
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Edit Campaigns in Alpine |
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Delete Campaigns from Alpine |
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Edit Campaign Categories attached to Actions on Constituent profile |
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Edit Campaigns attached to Actions on Constituent profile |
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NOTE: Entry Only Users can only Edit/View/Delete Campaigns and Campaigns Categories attached to Actions they created in Alpine.
Tags
Tags are what you use to segment your constituency base. Each Constituent can have as many Tags as you apply depending on your needs. For example, business entities that give to your organization can be “tagged” as “Organization”. Tags are often used to identify “Board Members”, “Volunteers” or “Major Donors”. Tags are reportable and a great way to find segments within your supporter base.
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User Permissions |
Admin |
Member |
Entry Only Plus |
Entry Only |
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Create Tag Groups in Alpine |
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View Tag Groups |
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Edit Tag Groups in Alpine |
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Delete Tag Groups from Alpine |
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Create Tags in Alpine |
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View Tags |
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Edit Tags in Alpine |
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Delete Tags from Alpine |
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Edit Tag Groups on Constituent profile |
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Edit Tags on Constituent profile |
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Reports
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User Permissions |
Admin |
Member |
Entry Only Plus |
Entry Only |
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Create Reports |
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Edit Reports |
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Delete Reports |
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View Reports |
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View Reports pinned to Dashboard |
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CAUTION: Entry Only Plus Users are able to view, but not edit, any report that has been pinned to their Dashboard. Reports can be pinned via the reporting widget by an Alpine User with either Member or Admin permission levels.
This means that an Entry Only Plus User can potentially view a report containing financial data if that report has been pinned to their Dashboard.
Support & Navigation
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User Permissions |
Admin |
Member |
Entry Only Plus |
Entry Only |
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Update User Profile |
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Search Constituents |
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Search Actions |
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Contact Humanitru Support |
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Access Dashboard |
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Access Donor Insight Tab |
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Access “What If” Tab |
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Access Constituents Tab |
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Access Actions Tab |
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Access Tags Tab |
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Access Campaigns Tab |
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Access Settings Tab |
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Access Lead Scoring Tab |
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Access Help Center |
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Access Batch Actions Tool |
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Access Bulk Uploader |
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Bulk Export |
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Access Evergreen |
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Access Transaction Portal |
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View Custom Scripts |
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NOTE: Entry Only Users can access the Actions Tab but will only be able to Edit/View/Delete Actions that they created.
NOTE: Entry-Only Plus users can only see Dashboard Widgets that are pinned to their Dashboard by an Admin or Member user account.
CAUTION: Although system notifications can only be set up by Admin and Member Users, Entry Only and Entry Only Plus Users are able to view any system notification that they have been included on.
This means that Entry Only and Entry Only Plus Users can potentially view financial data if they have been set as a notification recipient on the Settings page.