With our recent update to how Permissions (aka Roles) work in Kindful, there are a few things to understand about the change. After the update, certain admin users may notice some changes to what they can access in Kindful. This article explains how previous Roles have been converted into the new Permissions.
While it's good to understand how Roles you've set up previously will be categorized after updating, might want to just log into Kindful and establish new Permissions for your admin users.
Account Owner has the most access in Kindful. An admin user will be migrated to an Account Owner if their previous abilities were set to either of the following:
- No abilities were selected
- All abilities were selected
Admin users with a Staff level Permission have access to all the main operations, but can't make changes to the account itself (i.e. editing account owner users, billing, etc.).
An admin user may be migrated to a Staff Permission if they previously had all the following abilities selected:
- Manage Billing Profiles
- Manage Campaigns
- Manage Chapters
- Manage Notes
- Manage Organization
- Manage People
- Merge People
- Refund Donors
- Manage Transactions
- Manage Pledges
The View Only Permission has access to view the entirety of Kindful, but can't make any changes or edits.
An admin user may be migrated to a View Only if they had at least the View Activity Trail ability selected, but not all abilities selected (because these uses could see financial data).
Basic Data Entry
The Basic Data Entry Permission is designed to give the most basic access to Kindful: the ability to enter in data without viewing sensitive financial information.
An admin user may be migrated to Basic Data Entry if they had only the Manage People ability selected.
Assigning new Permissions
The updated Permissions feature in Kindful offers a variety of options to easily manage what users can access in your Kindful account. Learn more about the various levels of Permissions here.