Permissions

Overview

Create a new Permission Set to add required access for Donor 360 Users. Assign this permission set along with the standard Donor 360 Standard User Permission Set to the appropriate users.

Setup>Permission Set>New
- Add a Name to the New Permission Set
- Save
- Select Object Settings
  - Search and Select (Ctrl+F will search your web page) the Contact Attribute object, Click Edit
    - Under Object Permissions, Check Create & Edit. Read will auto-check
    - Save
  - Click breadcrumb to return to Object Settings, search and select Payments.
    - Be sure to choose the object with the API name that is npe01OppPaymentc
    - Under Object Permissions, Check Create & Edit. Read will auto-check
    - Save
  - Click breadcrumb to return to Object Settings, search and select Affiliation.
    - Under Object Permissions, Check Create & Edit. Read will auto-check
    - Save
  - Click breadcrumb to return to Object Settings, search and select Address.
    - Be sure to choose the object with the API name that is npspAddressc
    - Under Object Permissions, Check Create & Edit. Read will auto-check
    - Verify that Household Addresses and Organization Addresses is also checked
    - Save
- Now click Manage Assignments button, then click Add Assignment
  - Use the list views available and the search box to search and select users to assign the new Permission Set to.