{"id":144,"date":"2025-09-23T11:41:03","date_gmt":"2025-09-23T11:41:03","guid":{"rendered":"https:\/\/help.actionfunder.org\/non-profits\/?post_type=ht_kb&#038;p=144"},"modified":"2025-09-23T11:41:03","modified_gmt":"2025-09-23T11:41:03","slug":"user-roles-permissions-for-non-profits","status":"publish","type":"ht_kb","link":"https:\/\/help.actionfunder.org\/non-profits\/help\/user-roles-permissions-for-non-profits\/","title":{"rendered":"User Roles &amp; Permissions for Non-Profits"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">When you invite people from your organisation onto ActionFunder, they\u2019ll be assigned a <strong>role<\/strong>. Each role comes with different permissions and notifications. Here\u2019s a simple guide to what each role means at both the <strong>organisation level<\/strong> and the <strong>project level<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Organisation Roles<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">These roles determine what a user can do across your <strong>organisation\u2019s profile<\/strong> on ActionFunder.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udc69\u200d\ud83d\udcbc Admin<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Permissions<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Full access to everything within the organisation\u2019s account.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Notifications<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Organisation-level emails.<\/li>\n\n\n\n<li>Project emails for any projects they create (they\u2019re automatically made an <em>Editor<\/em> on those).<\/li>\n\n\n\n<li><em>Note: Admins don\u2019t currently receive notifications for projects created by others, unless they\u2019re added as an Editor. <\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udc68\u200d\ud83d\udcbb Manager<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Permissions<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Create new projects.<\/li>\n\n\n\n<li>Edit and update the organisation profile.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Notifications<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Project notifications for projects they\u2019ve created or been assigned to.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udc64 Member<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Permissions<\/strong>:\n<ul class=\"wp-block-list\">\n<li>View projects where they\u2019ve been added as an Editor or Viewer.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Notifications<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Only account-related notifications (e.g. resetting a password).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Projects<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">These roles are project-specific. If someone is an <em>Editor<\/em> on Project A, they won\u2019t automatically be an <em>Editor<\/em> on Project B\u2014they\u2019ll need to be assigned separately.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u270f\ufe0f Editor<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Permissions<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Edit the project (when editing is open).<\/li>\n\n\n\n<li>Post project updates.<\/li>\n\n\n\n<li>Archive or mark a project as complete.<\/li>\n\n\n\n<li>Submit the project survey.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Notifications<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Receive all notifications related to the project(s) they\u2019re assigned to.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udc40 Viewer<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Permissions<\/strong>:\n<ul class=\"wp-block-list\">\n<li>View the project.<\/li>\n\n\n\n<li>Submit the project survey.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Notifications<\/strong>:\n<ul class=\"wp-block-list\">\n<li>No project notifications.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u2705 <strong>Tip<\/strong>: Assign roles carefully to make sure the right people in your organisation can create, update, and report on projects. You can change someone\u2019s role at any time.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When you invite people from your organisation onto ActionFunder, they\u2019ll be assigned a role. Each role comes with different permissions and notifications. Here\u2019s a simple guide to what each role means at both the organisation level and the project level. Organisation Roles These roles determine what a user can do&#8230;<\/p>\n","protected":false},"author":7,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[8],"ht-kb-tag":[],"class_list":["post-144","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-account-management"],"_links":{"self":[{"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb\/144","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/comments?post=144"}],"version-history":[{"count":0,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb\/144\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/media?parent=144"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb-category?post=144"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb-tag?post=144"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}