Roles & Permissions lets you control exactly what each member of your team can see and do within your Ideali account. You can create custom roles with specific permissions and then assign those roles to the users you invite.To access this page, click your profile menu in the top right corner or go to Roles & Permissions in the left sidebar.

Creating a New Role

1. Go to the Roles tab.
2. Click Create New Role.
3. Enter a Role Name, for example “Content Manager.”
4. Optionally add a Description to clarify what the role is for.
5. Select the permissions you want to grant this role from the list below.
6. Click Create Role to save it.

You can also click Select All at the top of the permissions list to quickly grant full access if you are creating an admin level role.

Understanding Permission Categories

Permissions are organized into sections that mirror the structure of your Ideali account. Each section can be expanded to reveal specific actions you can allow or restrict:

• Dashboard — Controls whether the role can view the donation dashboard.
• Donation — Covers Campaigns, Invoices, Donors, Recurring Donations, Archived Campaigns, and Email Snippets. Includes actions such as Create, Edit, Delete, Archive, Export, View, View Detail, View Embedded Code, View QR Code, Send, Sync, and CreateSyncList depending on the section.
• SubProfile — Controls whether the role can create, edit, or switch between sub profiles.
• Connector — Covers Integrations and Invoice syncing, including creating integrations, viewing integration sync provider lists, and syncing with QuickBooks.
• Discount — Covers Coupon management including Create, Edit, Delete, and View for discount coupons.
• Membership — Covers membership Email Snippets including Create, Edit, Delete, and View.
• PaymentAccount — Covers Archive, Create, Edit, and View for payment accounts.

Each permission includes a short description beneath it explaining exactly what it allows, so you can fine tune access down to a specific action such as exporting a list versus simply viewing it.

Editing or Removing a Role

From the Roles tab you can update an existing role’s permissions at any time or remove a role that is no longer needed. Changes to a role automatically apply to every user currently assigned to it.

Adding a New User

1. Go to the Users tab.
2. Click Add User.
3. Enter the user’s First Name and Last Name.
4. Enter their Email Address.
5. Set a Password and confirm it.
6. Use the Assign Role dropdown to select which role this user should have.
7. Click Create User to add them to your organization.

Managing Existing Users

The Users tab lists every member of your organization along with the actions available for each one. From here you can update a user’s details or change their assigned role at any time as your team’s needs evolve.