Profiles
Overview
Foundation Partner Donor 360 uses a cloned version of the Standard User Profile in the package (FDNP Standard User). Typically, clients will clone this profile, rename it then update according to the organization's preferences. A Permission Set is used to extend functionality to users for Donor 360.
Clone and Rename Profile
- Click Setup, then search and select Profiles
- Click Clone next to FDNP Standard User profile
- Name the Profile according to the organization's preferences, Save
Assign Profile to Users
- Click Setup, then search and select Users
- Click User's Name, Edit
- Assign newly created Profile to user, Save
