On the Pro plan, there are three levels of user permissions in OrgHQ, detailed below.
Administrator
Administrators have full control over the organisation’s profile and settings.
They can allocate and remove permissions, edit private, public and financial (bank account) details, create and edit causes, events, memberships, and other ways to give listings, and view and download all of the organisation's donation data.
Administrators are the only users that can change an organisation's plan (see what a plan is here).
Manager
Managers can edit listings as well as view and download all donation data.
Analyst
Analysts can view and download all donation data.
| Administrator | Manager | Analyst | |
| Change the organisation's GiveNow plan | ✅ | ||
| Allocate and remove permissions for the organisation's users | ✅ | ||
| Edit organisation details | ✅ | ||
|
Create causes, events, memberships, and or other ways to give listings |
✅ | ||
|
Generate an embed code |
✅ | ||
|
Edit causes, events, memberships, and or other ways to give listings |
✅ | ✅ | |
|
View organisation details and view and download donation / donor data |
✅ | ✅ | ✅ |
|
Receive monthly remittance reports and daily summary reports |
✅ | ✅ | ✅ |