Permission Sets

Foundation Partner Donor 360 is available to users who have the appropriate Permission Set assigned to their user record. Verify those settings as listed.

• Verify Settings for Permission
• Assign Permission Set to Users

Click Setup, in Quick Find enter Permission Sets and Select Donor 360 Standard User

• Review the following Settings:
  • Assigned Apps should include Donor 360

• Accounts
  • Record Types assign Household Account and Organization
  • Object Permissions include Read, Create, Edit, View All
  • Field Permissions include Read and Edit access to the appropriate fields

• Account Attributes
  • Object Permissions include Read, Create, Edit, Delete
  • Field Permissions include Read and Edit access to the appropriate fields

• Account Soft Credits
  • Object Permissions include Read, Create, Edit, View All
  • Field Permissions include Read and Edit access to the appropriate fields

• Addresses (Object API Name is npsp_Addresses_c)
  • Tab Settings is Available and Visible
  • Object Permissions include Read, Create, Edit, Delete, View All, Modify All
  • Field Permissions include Read and Edit access to the appropriate fields

• Affiliations (Object API Name is npsp_Affiliation_c)
  • Tab Settings is Available and Visible
  • Object Permissions include Read, Create, Edit, Delete
  • Field Permissions include Read and Edit access to the appropriate fields

• Campaigns
  • Tab Settings is Available and Visible
  • Object Permissions include Read, Edit
  • Field Permissions include Read and Edit access to the appropriate fields

• Contact Attributes
  • Object Permissions include Read, Create, Edit, Delete
  • Field Permissions include Read and Edit access to the appropriate fields

• Contacts
  • Object Permissions include Read, Create, Edit, Delete, View All, Modify All
  • Field Permissions include Read and Edit access to the appropriate fields

• Disbursements
  • Object Permissions include Read, Create, Edit
  • Field Permissions include Read and Edit access to the appropriate fields

• FAQs
  • Object Permissions include Read, Create, Edit, Delete
  • Field Permissions include Read and Edit access to the appropriate fields

• Funding Program
  • Tab Settings is Available and Visible
  • Object Permissions include Read, Create, Edit
  • Field Permissions include Read and Edit access to the appropriate fields

• Funding Requests
  • Tab Settings is Available and Visible
  • Object Permissions include Read, Create, Edit
  • Field Permissions include Read and Edit access to the appropriate fields

• GAU Allocations
  • Object Permissions include Read, Create, Edit
  • Field Permissions include Read and Edit access to the appropriate fields

• GAU Expenditures
  • Tab Settings is Available and Visible
  • Object Permissions include Read, Create, Edit
  • Field Permissions include Read and Edit access to the appropriate fields

• General Accounting Units
  • Tab Settings is Available and Visible
  • Object Permissions include Read, Create, Edit
  • Field Permissions include Read and Edit access to the appropriate fields

• Opportunities
  • Record Type Assignments is Donation, Interfund Transfer, Planned Donation / Expectancy, Prospective Donation, Prospective Fund
  • Object Permissions include Read
  • Field Permissions include Read access to the appropriate fields

• Payments (Object API name npe01_OppPayment_c)
  • Tab Settings is Available and Visible
  • Record Type Assignments is Cash Payment, Non-Cash Payment
  • Object Permissions include Read, Create, Edit
  • Field Permissions include Read access to the appropriate fields

• Relationships
  • Object Permissions include Read, Create, Edit
  • Field Permissions include Read access to the appropriate fields

* Click Setup, Under ADMINISTRATION open Users

• Select Users and Select the User to Assign the permission set to
  • Hover on Permission Set Assignments, Click Edit Assignments
  • Select the Donor 360 Standard User from the Available Permission Sets list
  • Click Add arrow, Save