This article gives an explanation of how various Permissions function within Kindful. Beginning with how to assign Permissions to your admin users, the article then explains each Permission level and its access to features.
What is a Permission?
Permissions (previously referred to in Kindful as Roles) are designed to give admin users access to only the areas of Kindful they need. If an admin user only needs to input data, then they likely don't need access to the account's billing information or user management. In this case, the set Permission would deny access to account settings, but allow access to data entry.
In Kindful, there are 4 levels of Permissions: Account Owner, Staff, Basic Data Entry, and View Only. Each Permission level is outlined below.
Log in to Kindful, select Settings on the left sidebar, select Basic Settings and go to the Users tab. From this page, you can either Invite a New User or edit an existing one by selecting Edit on the right side.
|Note: Editing a current user will show options to change that user's permissions, granting access to different functions Editing takes you to the same options as inviting a new user, but won't send the initial invitation email.|
After selecting Invite a New User, you'll need to enter First name, Last name, their Position, an Email address for that person, and then what level of Permissions they'll be granted. After entering all these details, you can Send an invitation and that person will be invited as a new Kindful user with the Permissions you've designated.
Permission level: Account Owner
Account Owner users have access to everything, including user administration, and can access Kindful invoices and billing info. At least 1 admin user with Account Owner level is required; you can have multiple Account Owner users in your Kindful account.
Example users: Executive Director, Database Administrator
Permission level: Staff
Staff users have access to view and edit almost everything in Kindful. Staff users can't access Kindful invoices and billing info. Staff users can't create, edit or delete Account Owner users.
Example users: Development Officers, Fundraisers
Permission level: Basic Data Entry
Basic Data Entry users have access to view and edit Contacts. They may be reaching out to contacts or doing basic data entry such as updating addresses, adding, editing, and deleting notes or tasks. They can enter transactions, but cannot otherwise view or edit any existing financial data in Kindful. Basic Data Entry users do not have access to Kindful settings or advanced features or tools.
Example users: Volunteers, Interns
Permission level: View Only
View Only users have access to view all contacts and Financial data. However, they do not have access to add, edit, or delete records, nor do they have access to advanced features or Kindful settings.
Example users: Accountants, Consultants, Board Members
Permissions in detail: by feature and user type
This following chart shows specific Kindful features, delineated by Permission levels and their access to those features.
|Feature||Account Owner||Staff||Basic Data Entry||View Only|
|View contact data||Yes||Yes||Yes||Yes|
|View contact data (contacts, notes, outreaches, mailings, etc)||Yes||Yes||Yes||Yes|
|View financial data||Yes||Yes||No||Yes|
|View financial data (transactions, SC, NCG, pledges)||Yes||Yes||No||Yes|
|Basic data entry||Yes||Yes||Yes||No|
|Create and edit contacts and notes||Yes||Yes||Yes||No|
|Create other types of records (transactions, soft credits, pledges, non-cash gifts)||Yes||Yes||Yes||No|
|Advanced data management||Yes||Yes||No||No|
|Edit other types of records (transactions, soft credits, pledges, non-cash gifts)||Yes||Yes||No||No|
|Bulk edit contacts||Yes||Yes||No||No|
|Bulk edit activities||Yes||Yes||No||No|
|Address Verification (NCOA scrub)||Yes||Yes||No||No|
|View, create, and edit tasks||Yes||Yes||Yes||No|
|Create, edit, and delete Groups||Yes||Yes||No||No|
|Email & letter templates||Yes||Yes||No||No|
|Searching and reporting||Yes||Yes||Some||Some|
|Use basic non-financial filters||Yes||Yes||Yes||Yes|
|Use basic financial filters||Yes||Yes||No||Yes|
|Generate standard report||Yes||Yes||No||No|
|Cause settings and results||Yes||Yes||No||No|
|Donation page settings||Yes||Yes||No||No|
|Donation Plugin settings||Yes||Yes||No||No|
|Registration forms and results||Yes||Yes||No||No|
|App Directory and connect apps||Yes||Yes||No||No|
|All other (non-user mgmt) settings||Yes||Yes||No||No|