This article explains the different access levels and permissions available to users based on their assigned administrative roles within your Mightycause organization.

Best Practices for Role Assignment

Org Admin: Assign to organization leaders who need complete control over all aspects of the platform. Limit the number of Org Admins for security purposes.

Manager: Ideal for organization leaders who handle day-to-day operations, fundraising campaigns, and contact engagement.

Content Manager: Perfect for organization leaders focused on content creation, campaign management, and basic reporting without access to sensitive financial settings.

Accounting: Intended for team members focused on financial reporting, donor data management, and key integrations without access to fundraising campaigns or content management.

Understanding Access Levels

Edit Access: Full permission to create, modify, delete, and configure features

View-Only Access: Can see information but cannot make changes

No Access: Feature is not visible or accessible to the user

Overview of Administrative Roles

Your organization can assign users to different administrative roles, each with specific permissions and access levels:

• Org Admin - Full access to all features and settings
• Manager - Broad access to most operational features
• Content Manager - Access to content management and basic reporting
• Accounting - Limited access focused on financial reporting and disbursements

Org Admin Permissions

Org Admins have the highest level of access and can perform all actions within the platform.

Note: At least one admin of an organization must be an Org Admin. This is the standard permission level for all new admins unless a different role is assigned by an Org Admin.

Full Edit Access:

• Organization Dashboard Overview
• Organization Page
• Supporters
• Contacts
• All Fundraising Tools (Campaigns, Embeds, Matching Grants, Automated Emails, Text-to-Give, Opportunities, Fundraiser Templates)
• All Reports (Donations, Offline Donations, Recurring Donations, Retention, Disbursements)
• Checkout customization (Donation Form, Thank-you Page, Donation Receipt)
• All Integrations (Salesforce, Zapier, Mailchimp, Slack, Google Analytics, HubSpot)
• Plan Management
• General Settings
• Organization Info
• Disbursement Settings
• Admin Management (can add/remove other administrators and assign roles)

Manager Permissions

Managers have broad operational access but with some limitations on administrative functions.

Full Edit Access:

• Organization Dashboard Overview
• Organization Page
• Supporters
• Contacts
• All Fundraising Tools (Campaigns, Embeds, Matching Grants, Automated Emails, Text-to-Give, Opportunities, Fundraiser Templates)
• All Reports (Donations, Offline Donations, Recurring Donations, Retention, Disbursements)
• Checkout customization (Donation Form, Thank-you Page, Donation Receipt)
• All Integrations (Salesforce, Zapier, Mailchimp, Slack, Google Analytics, HubSpot)
• Plan Management
• General Settings

View-Only Access:

• Organization Info
• Disbursement Settings
• Admin Management (can see other admins but cannot modify)

Content Manager Permissions

Content Manager focus on content management and campaigns with limited access to administrative settings.

Full Edit Access:

• Organization Dashboard Overview
• Organization Page
• All Fundraising Tools (Campaigns, Embeds, Matching Grants, Automated Emails, Text-to-Give, Opportunities, Fundraiser Templates)
• Checkout customization (Donation Form, Thank-you Page, Donation Receipt)
• Plan Management
• General Settings

View-Only Access:

• Admin Management (can see other administrators but cannot modify)

No Access:

• Supporters
• Contacts
• All Reports (Donations, Offline Donations, Recurring Donations, Retention, Disbursements)
• All Integrations (Salesforce, Zapier, Mailchimp, Slack, Google Analytics, HubSpot)
• Organization Info
• Disbursement Settings

Accounting Permissions

Accounting has focused access primarily on financial reporting.

Full Edit Access:

• Organization Dashboard Overview
• Contacts
• All Reports (Donations, Offline Donations, Recurring Donations, Retention, Disbursements)
• All Integrations (Salesforce, Zapier, Mailchimp, Slack, Google Analytics, HubSpot)
• Plan Management

View-Only Access:

• Organization Info
• Disbursement Settings
• Admin Management (can see other administrators but cannot modify)

No Access:

• Organization Page
• Supporters
• All Fundraising Tools (Campaigns, Embeds, Matching Grants, Automated Emails, Text-to-Give, Opportunities, Fundraiser Templates)
• Checkout customization (Donation Form, Thank-you Page, Donation Receipt)
• General Settings

Need Help?

If you need to modify user roles or have questions about specific permissions, contact your organization's Org Admin or reach out to our support team for assistance.

Security Reminder

Regularly review user roles and permissions to ensure team members have appropriate access levels for their responsibilities. Remove access for users who no longer need it.