How to Grant Fund or Deny Fund Permissions to Staff
What Are Fund Permissions?What Are Fund Permissions?
The organization administrator is the principal owner of all funds and, as such, has fund permissions and rights of access to all of the organization's funds, which are listed on the DM Funds page. By extension, the organization administrator can grant or deny staff users' access to a fund. If permission to a fund is granted, the staff user can see the fund in all Fund dropdown lists throughout the application and view data in batches, pledges, reports, and contributions associated with the fund.
Permissions SetupPermissions Setup
The Permissions setup lets you determine which staff in your organization has access to the selected fund.
On the Home page, you can open the DM Funds page by selecting Funds in the navigation bar or by clicking the Go to Funds link at the bottom of the Funds card.
- Open the DM Funds page.
- The page opens in card view. To switch to grid view, click this button in the upper right:
. - Find the fund to which you are assigning permissions. To quickly find the desired fund, use the Search or Filter function.
To find out what content a search accepts, hover your mouse over this input hint: 
.
A list of funds matching your search criteria is displayed.
- Select the link for the desired fund, as shown (in card view) below, to open the fund record:
- Select the Permissions tab.
This tab shows the names of staff with the following access rights: Diocesan Admin, Development User, or Development Admin access.
- Do one of the following:
- To give a staff user access to the fund, select the Has Permission checkbox to the left of his or her name. A checkmark appears in the box to indicate that user now has access to the fund.
- To remove permissions to the fund, select the Has Permission checkbox to the left of his or her name. The checkmark is removed to indicate that the user no longer has access to the fund.
The system displays a message to confirm that the fund permission was added or removed.
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