{"id":110,"date":"2025-07-25T10:10:07","date_gmt":"2025-07-25T10:10:07","guid":{"rendered":"https:\/\/help.actionfunder.org\/funders\/?post_type=ht_kb&#038;p=110"},"modified":"2025-07-29T15:22:58","modified_gmt":"2025-07-29T15:22:58","slug":"permission-levels-which-colleagues-should-we-set-up-on-the-platform","status":"publish","type":"ht_kb","link":"https:\/\/help.actionfunder.org\/funders\/help\/permission-levels-which-colleagues-should-we-set-up-on-the-platform\/","title":{"rendered":"Permission levels &#8211; which colleagues should you set up on the platform?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Due to security reasons we are unable to set up generic logins. All logins need to be attached to an individual&#8217;s email address. Below are the different permission levels<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Admin<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Permissions\n<ul class=\"wp-block-list\">\n<li>Can do everything has no restrictions<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Notifications\n<ul class=\"wp-block-list\">\n<li>They get all organisation level emails<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2. Manager<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Permissions\n<ul class=\"wp-block-list\">\n<li>Can create new funds<\/li>\n\n\n\n<li>Can edit funds they have created or been assigned to as an editor<\/li>\n\n\n\n<li>Can manage fund shortlists on funds they have created or been assigned to as an editor<\/li>\n\n\n\n<li>Can manage\/edit the funders organisation profile<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Notifications\n<ul class=\"wp-block-list\">\n<li>Fund specific notifications for funds they created or have been assigned to<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3. Member<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Permissions\n<ul class=\"wp-block-list\">\n<li>View funds they have been assigned to as a viewer (this includes viewing shortlists etc), they cannot make any changes or interact with the fund\/shortlist etc<\/li>\n\n\n\n<li>View impact dashboard<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Notifications\n<ul class=\"wp-block-list\">\n<li>Nothing other than their own account management (set\/reset password)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">&#8211;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Still have questions? Your Customer Success Manager is here to help, or reach out to us at customersuccess@actionfunder.org.<\/em><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Due to security reasons we are unable to set up generic logins. All logins need to be attached to an individual&#8217;s email address. Below are the different permission levels 1. Admin 2. Manager 3. Member &#8211; Still have questions? Your Customer Success Manager is here to help, or reach out&#8230;<\/p>\n","protected":false},"author":7,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[33],"ht-kb-tag":[],"class_list":["post-110","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-managing-your-account"],"_links":{"self":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb\/110","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/comments?post=110"}],"version-history":[{"count":0,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb\/110\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/media?parent=110"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb-category?post=110"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb-tag?post=110"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}