1. Fundraising Gala Management
  2. Roles and permissions
Reference

Who can do what in Fundraising Gala Management

Give event preparation, independent review and reconciliation clear owners.

Who can do what

Permissions by role
RoleEvent planningVenue and organization setupAdmissions and capacityPledges and decisionsEvent reviewEvidence and closeout
AdminEditEditViewViewEditView
Event CoordinatorEditViewEditEditEditEdit
Event ReviewerEditViewViewViewEditEdit
Pledge ReviewerViewViewViewEditViewView
Finance ReviewerView—EditEditViewEdit
Event ViewerViewViewViewViewViewView

Each role in detail

Admin

Maintains organization setup, team access and event configuration.

Can

  • Manage Organizations, team members, Users, Venues
  • View Events, Admissions, gala pledges, operation receipts, review decisions

Event Coordinator

Owns event preparation, admission operations and reconciled closeout.

Can

  • Manage Events, Admissions, gala pledges, record attachments
  • View Venues, payment evidence, operation receipts, review decisions

Starts on: Pending Pledge Review

Event Reviewer

Decides whether the exact event revision may open or an event cancellation may proceed.

Can

  • Manage review decisions
  • View Events, Venues, Admissions, gala pledges, record attachments, operation receipts

Starts on: Event Lifecycle Board

Pledge Reviewer

Reviews submitted gala commitments and their supporting context.

Can

  • Manage gala pledges
  • View Events, Organizations, record attachments

Starts on: Pending Pledge Review

Finance Reviewer

Reconciles provider evidence and operational exceptions against the event.

Can

  • Manage payment evidence
  • View Events, Admissions, gala pledges, operation receipts, review decisions, exchange rates

Starts on: Completed Events

Event Viewer

Reads the event schedule and approved operating picture.

Can

  • View Events, Venues, Admissions, gala pledges

Starts on: Event Calendar

Set up Fundraising Gala Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started