This article explains how various permissions function within Kindful. Beginning with how to assign permissions to your admin users, the article then explains each permission level and its access to features.

Admin users cannot create permission levels.

Linked Articles:

Step 4: Add Users

What is a Permission?

Permissions (previously referred to in Kindful as Roles) are designed to give admin users access to only the areas of Kindful they need. If an admin user only needs to input data, then they likely don't need access to the account's billing information or user management. In this case, the set Permission would deny access to account settings, but allow access to data entry.

In Kindful, there are 4 levels of Permissions: Account Owner, Staff, Basic Data Entry, and View Only. Each Permission level is outlined below.

Of Note: Kindful allows for multiple concurrent users accessing the system.

Assigning Permissions

Screen_Shot_2018-04-10_at_10.17.09_AM.png

Then, select View in the Users block, or access your User settings through Quick Setup.

Screen_Shot_2020-01-08_at_8.01.55_AM.png

Note: Editing a current user will show options to change that user's permissions, granting access to different functions. Editing takes you to the same options as inviting a new user, but won't send the initial invitation email.

After selecting Invite a New User, you'll need to enter First name, Last name, their Position, an Email address for that person, and then what level of Permissions they'll be granted. After entering all these details, you can Send an invitation and that person will be invited as a new Kindful user with the Permissions you've designated.

Permission level: Account Owner

Account Owner users have access to everything, including user administration, and can access Kindful invoices and billing info. At least 1 admin user with Account Owner level is required; you can have multiple Account Owner users in your Kindful account.

Example users: Executive Director, Database Administrator

Permission level: Staff

Staff users have access to view and edit almost everything in Kindful. Staff users can't access Kindful invoices and billing info. Staff users can't create, edit or delete Account Owner users.

Example users: Development Officers, Fundraisers

Permission level: Basic Data Entry

Basic Data Entry users have access to view and edit Contacts. They may be reaching out to contacts or doing basic data entry such as updating addresses, adding or editing notes or tasks. They can enter transactions, but cannot otherwise view or edit any existing financial data in Kindful. Basic Data Entry users do not have access to Kindful settings or advanced features or tools.

Example users: Volunteers, Interns

Permission level: View Only

View Only users have access to view all contacts and Financial data. However, they do not have access to add, edit, or delete records, nor do they have access to advanced features or Kindful settings.

Example users: Accountants, Consultants, Board Members

Permissions in detail: by feature and user type

This following chart shows specific Kindful features, delineated by Permission levels and their access to those features.

Feature	Account Owner	Staff	Basic Data Entry	View Only
View contact data	Yes	Yes	Yes	Yes
View contact data (contacts, notes, outreaches, mailings, etc)	Yes	Yes	Yes	Yes
View Groups Page	Yes	Yes	No	Yes

View financial data	Yes	Yes	No	Yes
View financial data (transactions, SC, NCG, pledges)	Yes	Yes	No	Yes
Wealth Insights	Yes	Yes	No	Yes

Basic data entry	Yes	Yes	Yes	No
Create and edit contacts and notes	Yes	Yes	Yes	No
Create other types of records (transactions, soft credits, pledges, non-cash gifts)	Yes	Yes	Yes	No

Advanced data management	Yes	Yes	No	No
Edit other types of records (transactions, soft credits, pledges, non-cash gifts)	Yes	Yes	No	No
Bulk edit contacts	Yes	Yes	No	No
Bulk edit activities	Yes	Yes	No	No
Import tool	Yes	Yes	No	No
Merge contacts	Yes	Yes	No	No
Archive data	Yes	Yes	No	No
Delete records	Yes	Yes	No	No
Address Verification (NCOA scrub)	Yes	Yes	No	No

Basic workflow	Yes	Yes	Yes	No
View, create, and edit tasks	Yes	Yes	Yes	No

Advanced workflow	Yes	Yes	No	No
Create, edit, and delete Groups	Yes	Yes	Create Only	No
Acknowledgements	Yes	Yes	No	No
Email & letter templates	Yes	Yes	No	No
Delete tasks	Yes	Yes	No	No

Searching and reporting	Yes	Yes	Some	Some
Use basic non-financial filters	Yes	Yes	Yes	Yes
Use basic financial filters	Yes	Yes	No	Yes
Generate standard report	Yes	Yes	Yes	No
Advanced filters	Yes	Yes	No	Yes
Custom reporting	Yes	Yes	Yes	No

Fundraising	Yes	Yes	No	No
Crowdfunding settings and results	Yes	Yes	No	No
Campaign settings	Yes	Yes	No	No
Donation page settings	Yes	Yes	No	No
Donation Plugin settings	Yes	Yes	No	No
Registration forms and results	Yes	Yes	No	No
Text to Donate settings	Yes	Yes	No	No

Account management	Yes	Some	No	No
App Directory and connect apps	Yes	Yes	No	No
All other (non-user mgmt) settings	Yes	Yes	No	No
User management	Yes	Some	No	No
View invoices	Yes	No	No	No
Billing info	Yes	No	No	No