Profiles

Overview

Foundation Partner Donor 360 uses a cloned version of the Standard User Profile. Typically, the Standard User is cloned, renamed and updated 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, Under ADMINISTRATION open Profiles
Click Clone next to Standard User Profile
Name the Profile according to the organization's preferences, Save

Assign Profile to Users

Click Setup, Under ADMINISTRATION open Users
Click User's Name, Edit
Assign newly created Profile to user, Save