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What kind of user role for an accountant?

  • April 22, 2026
  • 2 replies
  • 18 views
jweber
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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
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  • rachel moody
  • Community Manager
  • Answer
  • 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
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    • jweber
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    • May 5, 2026

    Thanks, Rachel!!

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