Understanding User Roles

Understanding User Roles

User Roles

When an account is created for your organization, it will include one primary user on the account. We recommend adding 3 or more users to the account in order to ensure your team members are aware of 360MatchPro. Often, multiple roles from your organization will need access to your 360MatchPro, especially when getting set up. These different roles include marketing, fundraising, technical, development, etc.

Within your 360MatchPro, you have the ability to add users to your account and assign a particular role to that user. There are three user roles within 360MatchPro: 
  1. Administrator
  2. Edit
  3. View Only

User Roles and Functionality




View Only
Edit 
 Administrator
View Dashboard

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View Settings Overview
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Sort and Filer donation records 
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View Campaign, Insights, and Donors'
Interactions with Emails 
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Access to Views Tab

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Access to View Statistics by donor status
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View a summary of statistics
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View Email Statistics 
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View Forms Available Statistics 
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View Plugin Usage Statistics 
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Portal Logins 
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Access to Marketing Resources
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Edit Manual Email Templates 

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Send manual emails in the donation records

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Copy, export, or delete donation records 

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View Blocklist 

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Add donors' emails to the blocklist 

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Remove donors' emails to the blocklist 

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View API Keys


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View Integration Guides


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Data Import: Import CSV files of
donation records to send automated emails


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Access to plugin embed code for a dedicated
matching gift page


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Configure emails so email sending comes
from the organization's domain


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Put email restrictions on the number of emails
sent during a period of time for all donors, 
recurring donors, upper/donation amount


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Enable/Disable Automated Emails


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Edit Automated Email Templates 


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Send Emails to all donation records


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Change the Logo and Header Image


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Change any colors with the emails


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Redirect donors to thank you pages within 
automated emails 


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Exclude companies from your organization's
matching gift database


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Integrate 360MatchPro with some platforms 
within the account


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View the User Management tab, add New Users on the account, or change the Role of a user on the account

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Reset Passwords



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View the type of plan in Billing



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Add a New Card on File 


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