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 | ✅ |