Within the Chabad Suite, you have the ability to allocate distinct access roles to various individuals, offering a range of advantages. Firstly, this feature enhances security by ensuring that only authorized individuals can access or modify specific data, such as sensitive financial information. Secondly, it streamlines workflow, allowing each team member to concentrate on their designated tasks, thereby reducing confusion and boosting overall productivity.
Permissions are grouped into 2 formats: Roles and Add-ons. Roles are permission sets that suit most organizations' needs, covering different responsibilities and access levels. However, because every organization is unique, we also provide additional Add-ons that offer more flexibility. These add-on roles allow organizations to fine-tune permissions, creating a customized approach that best matches their specific requirements.
How To Add or Remove a Role?
Available Roles
These are the roles available for your Chabad Suite admin users:
Owner
Complete access to all features. Only this role can:
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Manage your Chabad Suite subscription plan
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Activate paid fundraising campaigns
Administrator
Access to all features except the ones listed above exclusive to Owners. Only this role (and Owner) can:
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Manage Chabad Suite users and roles
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View submissions for all built-in and custom forms
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Request custom Chabad Suite forms
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Administer CRM groups, tags, profiles, and activity types
Content Manager
Management of front-facing content and CRM basics. This role can:
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Manage the website
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Manage fundraising pages
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View the CRM
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Create and send mailings
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Create and manage events
Fundraising Manager
Management of fundraising features and financials. This role can:
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Manage fundraising pages (built-in donate page, campaign pages)
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Create and manage contributions and CRM contribution pages
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Manage other CRM financial features
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Create and manage events
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Run complex searches using Search-kit
CRM Contact Manager
Complete access to CRM contacts. This role can:
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View and edit contacts
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Access and manage reports
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Create and manage free events (no access to paid events/price sets)
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Run complex searches using Search-kit
CRM Base Access
Special role that provides access to view the CRM, but not use any of its features. This is a more advanced role that can be used to grant access in two ways:
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In conjunction with addon roles (see below)
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In conjunction with CiviCRM's ACL (access control list) feature
On top of those basic roles, the following add-on roles can be used on top of the main roles to provide more fine-grained access to parts of your Suite:
Addon - CRM Financials
Management of all CRM contributions and financial features
Addon - View form submissions
View all form submissions of built-in and custom forms
Addon - Advanced contact actions
Merge and delete contacts, Manage groups and tags
Addon - View all CRM contact data
View all contact data