Team member / user roles and permissions

By default, there are three roles: Administrators, Fundraisers, and Volunteers. The details of how permissions work with each role are listed in detail in the tables below, but the basic philosophy is as follows:

• Volunteers have limited access. They can:
  • See all constituents
  • Add a few kinds of records
  • Edit only records they have created or which are directly assigned to them
• Fundraisers can:
  • View almost everything
  • Add most kinds of records
  • Edit records they have permission to view (with a few exceptions) and delete records they have created
• Administrators can view, add, edit, and delete every kind of record in LGL.
  • In addition to the general role-level settings, viewing permissions can be restricted for tasks, documents, contact reports, notes, comments, and mailings/letters.

Read a full description of the default LGL Roles and Permissions.