Admin
Maintains organizations, programs, team access and operating settings.
Can
- Manage Organizations, Programs, team members, Users
- View funding cases, donation receipts, fund events, review decisions, operation receipts, record attachments
- Donor Management System
- Roles and access
Who can do what in Donor Management System
Set responsibility for cases, fund events, receipt review and operations follow-up.
How permissions work
Case ownership
Assign each case to the team member responsible for its scope and due date.
Independent review
Give the case and receipt decision to a reviewer other than the preparer.
Organization scope
Check the organization on cases, programs, team members and receipts before granting access.
Evidence visibility
Decide when an attachment is internal or shared.
Who can do what
| Role | Funding Cases | Programs | Fund Events | Donation Receipts | Review and Evidence | Operations Overview |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | View |
| Funding Case Owner | Edit | View | View | View | Edit | Edit |
| Funding Reviewer | View | View | View | View | Edit | View |
| Finance Officer | View | View | Edit | Edit | View | View |
| Receipt Reviewer | View | — | View | View | Edit | View |
| Operations Lead | View | View | View | View | View | View |
Each role in detail
Funding Case Owner
Opens and maintains assigned funding cases and their supporting records.
Can
- Manage funding cases, record attachments
- View Programs, Organizations, fund events, review decisions, operation receipts, donation receipts
Starts on: Draft Funding Cases
Funding Reviewer
Decides on submitted cases and records the reason for each decision.
Can
- Manage review decisions
- View funding cases, Programs, Organizations, record attachments, fund events, operation receipts
Starts on: Cases Awaiting Review
Finance Officer
Records fund events and prepares donation receipts for review.
Can
- Manage fund events, donation receipts
- View funding cases, Organizations, Programs, review decisions, operation receipts
Starts on: Receipt Review Queue
Receipt Reviewer
Makes the independent receipt decision against the linked case evidence.
Can
- Manage review decisions
- View donation receipts, funding cases, fund events, record attachments, operation receipts
Starts on: Receipt Review Queue
Operations Lead
Monitors case outcomes, review queues and operation results across the organization.
Can
- View funding cases, donation receipts, fund events, review decisions, operation receipts, record attachments, Programs, Organizations, team members
Starts on: Draft Funding Cases
Set up Donor Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.