Feature Overview: Understanding User Roles in EveryAction
When your organization joined EveryAction, you selected a specific package of features and tools that fit your needs. Each package comes with several pre-defined 'User Roles' you can assign to each of your users, based on the level of access you want them to have. You can read more about creating new users in EveryAction in this related article.
Some EveryAction users can also create and edit additional 'User Profiles'. If you have any questions about the package(s) you purchased, contact your Account Manager.
Available User Roles
| User Role | Typical Job Title | Description |
| Account Administrator |
| has access to all data and features; can grant permissions and access to other users ***These users can only be created or edited by EveryAction Support Staff. |
| Administrator |
| has access to all data and features; can grant permissions and access to other users |
| Fundraising Full Access | Fundraising Lead | has access to all offline fundraising and development tools; can administer 'Membership' settings and levels and create codes to manage contacts; can view all contribution data - but, cannot access other 'Digital' tools such as 'Online Actions' and 'Targeted Email' |
| CRM View Only | Board Member, Executive Director, Consultant | has access to the entire CRM; cannot add data other than 'Notes' to contact records can view development reports and items like 'Moves Management' plans; cannot view other 'Digital' features, such as 'Online Actions' and 'Targeted Email' |
| High Dollar Fundraising | High Dollar Fundraiser | has access to high-dollar fundraising tools such as 'Planned Giving', 'Moves Management', and 'Grants Management' |
| Offline Direct Response | Direct Response Fundraiser | has access to high-volume outreach tools, including 'Direct Response Plans', 'Robocalls and RoboSurveys', and 'Digital Ads' |
| Donor Member Services | Volunteer Manager | can search and view all contacts and edit contributions; cannot bulk edit or access other 'Digital' features |
| Grassroots Organizing | Volunteer Managers, Staff, or Grassroots Organizer | has access to search and view all contacts; cannot view or edit contributions, bulk edit, or access other 'Digital' features |
| Digital Full Access | Digital Lead | has access to edit 'Digital' tools, including 'Targeted Email' and 'Online Actions' can search and view contributions to segment and create codes to manage contacts; cannot view high-level development information or tools |
| Digital Operations | Digital Designer | has access to edit 'Digital' tools, including 'Targeted Email' and 'Online Actions'; cannot view contributions or send targeted e-mails |
Feature Availability
'User Roles' vary depending on the package that your organization purchased. If you cannot view a feature or role you are interested in, contact your Account Manager.
Existing 'User Roles' and their corresponding access to features will be updated whenever you upgrade your package.
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