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donor360:licensesandpermissions:profiles

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

donor360/licensesandpermissions/profiles.txt · Last modified: by judy.otto