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




View Settings Overview



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




Access to View Statistics by donor status



View a summary of statistics



View Email Statistics 



View Forms Available Statistics 



View Plugin Usage Statistics 



Portal Logins 



Access to Marketing Resources


Edit Manual Email Templates 



Send manual emails in the donation records



Copy, export, or delete donation records 

View Blocklist 

Add donors' emails to the blocklist 

Remove donors' emails to the blocklist 

View API Keys


View Integration Guides


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


Access to plugin embed code for a dedicated
matching gift page


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


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


Enable/Disable Automated Emails


Edit Automated Email Templates 



Send Emails to all donation records



Change the Logo and Header Image


Change any colors with the emails


Redirect donors to thank you pages within 
automated emails 


Exclude companies from your organization's
matching gift database


Integrate 360MatchPro with some platforms 
within the account


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


Reset Passwords




View the type of plan in Billing




Add a New Card on File 



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