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jweber
jweber
Rising Star
April 22, 2026
Solved

What kind of user role for an accountant?

  • April 22, 2026
  • 2 replies
  • 30 views

Hi, I’d like to give my accountant access to the Bonterra Gateway area of the website so they can look at payment gateway payout details without having to go through me.

Is that possible? How do you deal with this?

Thanks for feedback

Best answer by rachel moody

Hi ​@jweber! This may vary a little bit depending on what EveryAction Package your organization has, but the following user roles should give you this access: Account Administrator, Administrator, and CRM Fundraising Full Access. 

2 replies

rachel moody
rachel moodyAnswer
Community Manager
May 5, 2026

Hi ​@jweber! This may vary a little bit depending on what EveryAction Package your organization has, but the following user roles should give you this access: Account Administrator, Administrator, and CRM Fundraising Full Access. 

Rachel at Bonterra
    jweber
    jweberAuthor
    Rising Star
    May 5, 2026

    Thanks, Rachel!!

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