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Below is a list of our current default Roles, along with their default Permissions. You can edit them however you see fit if you have the permissions to edit Users.

Executive Director (i.e. ED)

  • Accounting

    • Edit Month End Accounting
    • Post Misc Receipts
    • View Accounting Reports
    • View Batch Payments
    • View Billing Statements
    • View Misc Receipts
    • View Month End & Deposit Tabs

  • Administrative

    • Add USers
    • Manage Users and Roles

  • Groups

    • View Groups

  • Households

    • Add Units
    • Delete Documents
    • Delete Notes
    • Edit Existing Waiting Lists
    • Edit Wait List Details
    • Edit Member Profile
    • Edit Notes
    • Edit TTP Details
    • Edit Units
    • Post Payment
    • Posting Adjustments
    • Posting Charges
    • Transfer Funds
    • Undo Household Actions
    • View Account Balances Tile



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