FellowshipOne user rights are categorized into several main sections, each defining specific functionalities and access within the system.
Contribution Rights
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Contribution App (check scan) allows entry of batches, scanning checks, and editing past batches through the check scanning application.
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Contribution Read enables viewing of contributions, funds, sub-funds, pledge drives, and donor companies or organizations without editing capabilities.
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Contribution Write provides full management of contributions, including adding, editing, and reversing contributions, funds, sub-funds, pledge drives, and batches. Editing donor companies or organizations also requires the People Edit right.
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Move Contributions/Receipts permits moving multiple contributions or receipts between individuals and households.
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Recent Account Contributions shows the 10 most recent contributions for a selected household in the check scanning application.
Functional Rights
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Administrator grants access to Admin functions and editing database values displayed in dropdown lists.
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Check-In Theme Manager allows managing and uploading kiosk themes for activities or super check-in codes.
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Confidential Activities permits viewing participant assignments and attendance in activities marked confidential, requiring Ministry Read or Write access.
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Data Exchange enables data manipulation, synchronization, and mass updates.
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Forms provides management capabilities for form creation, deletion, editing, refunds, and viewing responses.
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Group Type Admin allows creation and management of group types, including defining public access rules.
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Label Administrator enables sharing of customized label styles with other users.
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Mass Action allows performing actions on multiple individual records simultaneously.
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Ministry Read provides view-only access to ministry activities, attendance, participants, and reports, and is necessary for the Coordinator feature.
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Ministry Write allows full editing and adding of ministry activities, attendance, participants, jobs, and reports.
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Password Manager permits resetting portal user passwords without accessing Admin settings.
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Privacy Settings Edit lets users adjust individual privacy settings.
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Report Builder enables creating custom reports.
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Security Officer provides access to user security settings and requires the Administrator right.
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Vitals offers insights into contact efficiency and management, requiring Ministry Read access.
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Weblink allows managing Weblink functionalities, including form creation and website integration.
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Weblink Payment enables adding additional payments to submitted registrations.
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Weblink Refund allows processing full or partial refunds for submitted registrations.
People Rights
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Address Edit permits managing addresses for individuals and households.
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Communication Edit enables managing communication details for individuals or households.
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Confidential Contact allows viewing confidential notes within contacts, requiring Ministry Read or Write and People Contact rights.
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Email Author allows sending mass emails from search results or groups.
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Email Template Publisher enables creating and sharing email templates.
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Email View Confidential permits viewing saved confidential emails on contacts.
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Individual Notes provides the ability to create and manage notes on individual records.
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Merge Individual Records allows merging duplicate individual records.
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Mobile Profile Edit enables editing individual profiles through mobile apps.
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Move Individual Records allows moving individuals between households.
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People Contact lets users manage contact requests, requiring Ministry Read and Write access.
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People Contact Delete permits deleting contact records, requiring Ministry Read and Write access.
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People Edit enables full editing of individual records, including personal attributes and requirements.
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Privacy Settings Edit allows editing an individual’s privacy settings.
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Relationship Read provides viewing access to relationships and associated notes.
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Relationship Write allows managing and editing relationships and notes.
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Submit Background Checks enables submitting background checks via integrated providers.
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Texting Author allows creating, scheduling, and managing text messages.
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View Background Checks enables viewing and assigning an "Approved" status to background checks.
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View Background Status allows viewing and updating background check statuses.
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Volunteer Admin provides the ability to manage volunteer applications and opportunities.
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Volunteer Pipeline allows access to manage volunteer applications and requirements.
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Volunteer Pipeline Legacy permits managing legacy volunteer pipeline activities.
Report Rights
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Administrator provides access to administrative reports across FellowshipOne modules.
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Contact allows access to contact-related reports in Ministry and People areas.
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Contribution permits viewing contribution and receipt reports.
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Contributor Summaries provides summary-level contribution reports without details on individual givers.
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Contributor Visibility offers reports based on specific contribution criteria.
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Data Export allows bulk importing and exporting of data using FellowshipOne's API.
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Individual Note permits adding notes to individual records.
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Insights allows access to advanced reporting tools.
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Ministry provides access to ministry-specific reports, including attendance and staffing.
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Ministry Contribution Summary offers access to contribution summaries based on activity occurrences.
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Relationship provides access to reports on relationships, notes, and attributes.
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Volunteer Management grants access to reports related to volunteer pipeline activities, background checks, and volunteer requirements.
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