We often get asked what Admin Permissions and Notifications should admins have based on their role within your organization. We’ve included this guide as a general suggestion. 

In our experience, these are the minimum permissions and notifications that should granted for each of these Admin Roles. 

Remember, you can customize to your organization’s unique preferences and assign Read-Only access as needed. 

Notes: 

• Admins Permissions, available for clients on our Essentials, Pro and Pro Plus plans only, is a security feature that allows organizations to configure granular access to various admins for certain areas in REACH. 
• Any admin marked as Primary will have full access to all Permissions by default.
• Learn more about Admin Users here

Executive/Director#

Permissions:

All Permissions > Full Access

Notifications:

• Admin Email Setting > Never or Daily
• Account Invoice
• Weekly Summary
• For REACHpay accounts:
• Donation Disputes
• Early Fraud Warning

Finance/Bookkeeper#

Permissions: (Full Access)

• Donations
• Reports

Notifications:

• Admin Email Setting > Never
• Account Invoice
• Refunded Donation
• Card Expiration
• For REACHpay accounts:
• Donation Disputes
• Early Fraud Warning

Sponsorship Coordinator#

Permissions: (Full Access)

• Categories
• Communications
• Content
• Conversations
• Donations
• Reports
• Sponsorships
• Sponsorship Supporters
• Sponsorship Types
• Supporters
• Supporter Payment Methods

Notifications:

• Admin Email Setting > Daily or Never
• Cancelled Sponsorship
• Failed Recurring Donation
• New Sponsorship
• Sponsorship Payment Reminder

Development Director#

Permissions:

All Permissions > Full Access

Notifications:

• Admin Email Setting > Never or Daily
• Account Invoice
• Weekly Summary
• Fully Funded Supporter Campaign
• Review Supporter Campaigns
• Review Supporter Messages
• Sponsorship Payment Reminder

For REACHpay accounts:

• Donation Disputes
• Early Fraud Warning

Support#

(Assistant, Marketing, Sponsorship, IT…)

Permissions:

• Conversations
• Donations
• Portal Design
• Places
• Products
• Projects
• Reports
• Sponsorships
• Sponsorship Supporters

Notifications:

• Admin Email Setting > Never
• Depends on support type

Volunteer#

Permissions:

• Sponsorships
• Sponsorship Supporter
• Supporters 

Notifications:

• Admin Email Setting > Never
• Depends on volunteer type