Overflow's Roles and Permissions feature makes it easy for you to determine the level of access each individual within your organization should have to your Overflow Dashboard.
Where to find the feature:
- Go to your organization's settings under your name by using the dropdown option on the top right hand side:
- Select the Users tab within Organization Settings
Adding A New User
Click Invite Users. Enter the individual's email, role, and permissions. Your new user will receive an email prompting them to complete their account access.
Removing A User:
- Find the user that you would like to remove and click the ellipsis at the far right of the item.
- Select "Remove User."
Setting Permissions:
To establish custom permission levels per admin, first choose which role they should have, either Editor or View Only.
- Editor: is able to change and manipulate data within your Overflow Dashboard.
- View Only: is only able to see or read the data and download reports.
Then, select which components of the Dashboard that individual should be able to either edit or view, depending on the role you selected. (🔗 User Permissions for Editors and Viewers)
- Users with edit access can make changes to any data within the components you assign.
- If a component isn’t selected for a user, they will not be able to view or edit it.
Examples of use cases:
Scenario 1:
Let's say that you have someone who is a volunteer for your organization and they help you enter checks and cash donations. In this case, you may not want them to view all of your contributions or donor information, but they need to be able to access our Manual Deposits feature.
To allow for this permission type, first set them as an Editor and then select Manual Deposits under the Permissions column. This user will now only be able to view and make changes within the Manual Deposits component.
Scenario 2:
Let's say you have a leader in your organization who simply needs to see the contributions that are coming in. They want to explore analytics, but they may not need to access and change the contributions data. In that case, you can set them to be View Only and give them access to Analytics and Contributions.
Analytics:
Contributions:
Scenario 3:
Let's say that you have someone on your marketing team that needs to be able to update your campaigns or funds as your fundraising priorities shift. In that case, you can make them an editor of only the Campaigns feature. This gives them the ability to create, remove, and edit Campaigns as needed. They will not see anything else on your dashboard. If you do not select anything else for an editor permission, they will not be able to view it.
Scenario 4:
Let's say that you have a marketing person who wants to also be able to update your logo and change the verbiage in your Acknowledgment Letter. In that case, you would need to give them access to Organization Settings. However, please note that by granting a user access to your organization settings, they will also be able to view and edit ALL tabs within Organization Settings, including your financial information.
If you have any questions about the information above, or feedback that you would like to present to our team, we would love to hear from you! You can reach us by emailing support@overflow.co.