New User Role: FinanceViewOnly

Leah.Davenport • October 19, 2017

This new role is designed for staff who need to view summary reports for contributions , but not perform data entry or view contribution data for any individuals. You assign this role - FinanceViewOnlywithout  the Finance role as that will override the ViewOnly role. This will simplify the view for your church staff members that do not need (or want) all the other options that are available for someone with the normal Finance role. With this role, they will just see those reports. This will also allow you to give this role to staff members who previously have not been able to access financial reports because it was not appropriate for them to have full finance capabilities.

This is perfect for a minister that needs to see the income/contributions for various funds but does not need to see individual contributions.

This is the list of reports this user will see.These are under Administration in the main menu.

Read more...about the roles related to Finance/Contributions.

 

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