Ideas to Impact Conference: May 28-31, 2019

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You can grant rights to your users that allow them to have complete, limited, or no access to view or edit the different portions of the Contributions module.

To edit a user's security rights

  1. Under Advanced Tools, click the Admin Utilities tab.
  2. In the drop-down list, select Add/Edit Users, then click Go.
  3. Select a user in the grid, and click Edit.
  4. Click the Security tab.
  5. Expand Contributions.
  6. Select the security option you want to change, then right-click to select the appropriate access level. 
    • All allows the user to add and edit information.
    • None denies the user all access to the information.
    • View allows the user to view information without editing it.
  7. Click Apply, and OK. Your changes take effect the next time the user logs in to ACS.

 

Additional Field Information

Add/Edit Fund Codes
Determines whether the user can add new funds, change the accounts associated with a contributions fund, or set up a giving plan for a fund.

Add/Edit Memorial / In Honor
Determines whether the user can add a new memorial for an individual, change an existing memorial, or delete a memorial.

Add/Edit Pledges
Determines whether the user can add a new pledge for an individual, change an existing pledge, delete a pledge record, or copy a group of pledges from one year to another.

Define Lists
Determines whether the user can add a name for Memorial / In Honor under Contributions Define Lists.

Edit All Users Transactions
Select to allow the user to edit and delete contributions gifts entered by all users.

Enter All Funds
This option applies only to multi-campus users and users who have limited campus rights. Select to allow the user to enter a gift to another campus's fund. Once the gift is posted, the user no longer sees the gift. This situation happens when a contributor visits a campus other than their home campus and makes a contribution, but wants their gift applied to their home campus.

Enter Transactions Contributions
Determines whether the user can enter contributions transactions.

 Graphs
Determines whether the user can view or print graphs.

Inquiry By Fund Codes
Determines whether the user can view transactions for each fund.

Inquiry By Individual
Determines whether the user can view an individual's giving record including the Active Contributor flag on the Profile tab.

Post All Users Batches
Determines whether the user can post batches of gifts entered by other users, or only batches the user has entered.

Post Transactions
Determines whether the user can post gifts he/she entered.

Reports
Determines whether the user can print or preview Contributions reports, including statements listed on the Reports menu.

Searches
Determines whether the user can perform searches on contributions gifts and pledges.

Setup
Determines whether the user can configure Contributions, update a contributor's checking account information, set up bank account information for use with direct withdrawal, and reassign envelope numbers for a group of contributors.

Setup Vanco Accounts
Determines whether the user can set up Vanco Payment Solutions Accounts for the Vanco Gift Import.

Statements
Determines whether the user can print or preview Contributions statements listed on the Statements menu. This does not affect statements on the Reports menu.

Summarize Data
Determines whether the user can summarize Contributions data.