On the Pro plan, there are three levels of user permissions in OrgHQ. To add, remove, or change user permissions, see How do I manage users in OrgHQ?
Administrator
Administrators have full control over the organisation's profile and settings. They can allocate and remove permissions, edit private, public, and financial details (including bank accounts), create and edit causes, events, memberships, and other ways to give listings, and view and download all donation data. Administrators are the only users who can change an organisation's plan.
Manager
Managers can edit listings and view and download all donation data. They cannot create new listings, edit organisation details, or manage users.
Analyst
Analysts can view and download all donation data. They cannot edit listings or organisation details.
Permissions at a glance
| Action | Administrator | Manager | Analyst |
|---|---|---|---|
| Change the organisation's GiveNow plan | ✅ | ||
| Allocate and remove user permissions | ✅ | ||
| Edit organisation details | ✅ | ||
| Create causes, events, memberships, and other ways to give listings | ✅ | ||
| Generate an embed code | ✅ | ||
| Edit causes, events, memberships, and other ways to give listings | ✅ | ✅ | |
| View organisation details and download donation data | ✅ | ✅ | ✅ |
| Receive monthly remittance reports and daily summary reports | ✅ | ✅ | ✅ |