Manage Permission Sets
Manage and create unique Permission Sets to customize user access beyond the default Standard and Admin levels.
Create Permission Sets
To Create a new Permission Set, follow the steps below:
- Access the Settings-Access-Permission Sets tab within your fundraising account.
- Click the blue Create a Permission Set button in the upper right corner of the page.
- Add a unique Name to the Permission Set.
- Next, toggle on the specific permissions you would like to be included in the set.
- Click Save .
Note: All users with View access for Action Pages will have access to the Virtual Terminal for internal processing purposes.
If View Billing Agreements is not enabled for a Permission Set, the users with the assigned Permission Set will be unable to clone Action Pages .
Assign Users to Permission Sets
To Assign users
to the new Permission Set, follow the steps below:
- Access the Settings
Access-Users tab within your fundraising account. 2. Hover over the user's Email Address . 3. Click Actions
Edit . 4. Select the new Permission Set . 5. Click Save .