Which roles are there and what can each one do?
Team and permissionsEvery person in your team has one or more roles in each community. The roles determine which areas of the Studio they see and what they can change there.
The six roles
| Role | What it can do |
|---|---|
| Owner | Everything. This includes transferring ownership, cancelling the subscription and downloading all of the community's data. |
| Admin | Team and invitations, settings, screens, the Editor, prayer times, campaign texts and images, the board under Representatives, and the activity log |
| Finance | Billing and invoices, connecting SumUp and pairing card terminals, campaigns including their amounts, donation receipts (Zuwendungsbestätigung) and tax details |
| Content | The Editor, prayer times, and campaign texts and images |
| Screens | Adding, pairing, taking screenshots of and reloading screens |
| Read-only | View only: the Overview and Reports |
All roles can see the Overview and Reports. When you invite someone, each role has a short description underneath of what it includes.
Several roles for one person
Roles can be combined. Someone who looks after the finances and the screens gets Finance and Screens. The permissions of both roles then add up. That way, nobody gets more permissions than they need.
Some tasks need two roles. Only someone who can manage both card terminals and screens can assign a card terminal to a screen. That's the owner and anyone who has Finance together with Admin or Screens. For more, see Assign a card terminal to a screen.
Who can assign which role
- The Owner can assign every role except “Owner”.
- Admin can only assign Content, Screens and Read-only.
- Only the owner can change members who have Admin or Finance.
- The only way to become owner is through a transfer. For more, see Who is the owner and how does ownership change hands?
Responsible for individual screens
If your community has several screens, you decide for each person whether they look after All screens or only Selected ones. Anyone who only looks after selected screens also only sees and operates those in the Studio. Some tasks require access to all screens, for example the donation receipt settings.
Related articles
- Change a member's roleHere's how to give someone in the team additional roles, take roles away or decide which screens they look after.
- Invite someone to the teamHere's how to invite board members and helpers to the Studio by email instead of passing on login details.
- Who in your community can see what?Only certain roles see confidential details. Here's who sees donations, invoices, tax details, the team, the activity log and screenshots.
More on “Team and permissions”
- Accept an invitationHave you been invited to a team? Here's how to accept the invitation, even if you don't have a SadaqaNow account yet.
- Resend or withdraw an invitationThe email didn't arrive or the invitation was a mistake? Here's how to resend an invitation or withdraw it.
- Remove someone from the teamIf someone no longer works with you, remove them from your community. Their access to the community ends immediately.
- Manage one team for several communitiesThe team for all your communities is on one page. Here's how to read, filter and search it, and how to invite people to several communities at once.
- Who is the owner and how does ownership change hands?Every community has exactly one owner. Here's how to transfer ownership, for example after a change of board.
Still have questions?
Write to us at info@sadaqa-now.de and include the name of your community. That way we can help you as quickly as possible.