There are a number of user roles you can assign to an individual who has access to your MoneyMinder account. Following are descriptions of the permission levels and their role names.
To add, edit, or delete a user, check out this help article.
Administrator
The Administrator role has access to all features in MoneyMinder and can manage the account and users on the account.
Banking
The Banking role has access to view and edit bank accounts and enter transactions. This role also has access to all reports, contacts, and budget categories.
Contacts
The Contacts role has access to view and edit contacts, including adding fees and obligations to contact accounts. It also has read-only access to the rest of MoneyMinder.
Volunteer Organizer
The Volunteer Organizer role has access to view and edit contacts and enter their volunteer hours, but cannot adjust their fees & obligations. It also has read-only access to the rest of MoneyMinder.
Membership
The Membership role has access to view and edit contacts and edit membership dues. It also has read-only access to the rest of MoneyMinder.
Documents
The Documents role can upload documents, forms, images, etc. to the documents storage area in MoneyMinder. It also has read-only access to the rest of MoneyMinder.
Reporting
The Reporting role has read-only access to MoneyMinder and can run reports.
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Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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4 Comments
Can all users access documents?
Hi Jessica,
All users can access documents as read-only. The Documents, Contacts, Banking, and Administrator roles can also upload documents.
Can users be setup to only see certain bank accounts? We have a lot of different clubs, and they only need to see their own.
Hi Brandon,
Any user role that can see bank accounts can see all bank accounts. A possible solution would be to run the All Transactions by Category report and export that for each club so they can only see their transactions.