How To: Set Permissions for your Groundswell Admins

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The administrators portal is a powerful tool to run your company's CSR program. Administrators that have access to this portal may have a wide variety of roles in their organization and require different levels of access. 

When adding an administrator to the Groundswell portal, you will be able to configure which parts of the product they have access to (think of it like an on/off switch). 

Note: Groundswell isn't an inherently sensitive product, but the areas of the product that enable money movement or access employee data should be limited to those who require access to manage your CSR programs. 

You can set permissions for your Groundswell admins by doing the following: 

Step 1: Login to your Groundswell Admin Account 

Step 2: Head to Settings 

Step 3: Under the “Admins” section you will click “Create admin” 

Step 4: Complete the following prompts 

Step 4a: Below are the list of access controls you can assign admins in Groundswell: 

  • Make this person an owner - making someone a owner will give them access to everything listed below 
  • Dashboard 
    • View Account Balance 
    • Download Employee Reports (CSV) 
  • Employees 
    • View Employee Section 
    • View Employee Details 
    • Upload Employee(s) 
  • Matches 
    • All Sections - enabling all sections for Matches, will automatically enable access to “View Account Balance” on the dashboard 
  • Gifts 
    • All Sections - enabling all sections for Gifts, will automatically enable access to “View Account Balance” on the dashboard 
  • Grants 
    • All Sections - enabling all sections for Grants, will automatically enable access to “View Account Balance” on the dashboard 
  • Spotlights 
    • All Sections 
  • Volunteer 
    • Hours 
    • Events 
  • Transaction History 
    • All Sections - enabling all sections for Transaction History, will automatically enable access to “View Account Balance” on the dashboard 
  • Settings 
    • All Sections 



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