Types of Access
Account administrators can create an unlimited number of users in DonorScape, with three levels of user access: Read Only, Base, and Admin The next table summarizes the privileges for each level:Access: | Read Only | Base | Admin |
---|---|---|---|
Prospects | Only view prospects.(Cannot edit or add prospects.) Export prospect lists and prospect details. | View, edit, and add prospects.Export prospect lists and prospect details. | Perform all functions related to prospects. |
Reports | Create insight reports. | Create insight reports. | Create insight reports and custom reports. |
User Control | Cannot add users. | Cannot add users. | Add, delete, and control access for users. |
Match Quality | Cannot set Match Quality levels. | Set Match Quality levels, if allowed by the Administrator. | Control Match Quality: Set levels for all users, allow users to set levels, or require approval for settings. |
Record Ownership | Control record ownership, so users are limited to seeing only a specific group of prospects (for example, you could allow medical school personnel to see only medical alumni records). |
Users Guide
Download the Users Guide (pdf)
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