Setting Permissions for User Roles

Settings are the back-end of your database. User Settings allow you to maintain your unique user access. With this in mind, User Roles is the area where you can set permissions for accessing your account for security purposes, in case you do not want certain people to be able to add, view, edit, or delete in your Eleo database (e.g., staff, board members, interns, volunteers, etc.). It is important to remember that Eleo is not a volunteer or membership portal but a donor management software.

1. Click on the profile icon in the upper right-hand corner of your screen in your Eleo database, and then on User Settings.

2. Scroll to the second section of this screen titled 'User Accounts' and click on 'User Roles'.

1. The role of Administrator comes with your database and has access to add, edit, view, and delete throughout the entire system. Please notify Eleo if there is a change to the Primary Account Holder on your database to ensure a smooth transition for communication purposes. We do understand that there can be more than one Administrator on your account, but we do ask for one Primary Account Holder on file for our records and billing purposes.

3. Click on 'Add Role'.

Anything with a red asterisk (*) in Eleo is required, while everything else is optional.

1. Enter a Role Name (Ex. Staff).
2. Description: an optional internal reference for what this permission represents is in your account (Ex. staff with no access to gifts and reports).
3. Active: a toggle representing if the role is operable in the database or not.

4. Click on the role that you added and proceed to determine which toggles you would like to have turned on in each tab from Contacts to Other. Please take your time to ensure that you set it up the way you want.
   1. When you're ready, click on 'Save' to return to the list of permissions in your Eleo database. You may always make further adjustments if you need to, but always be sure to 'Save' when editing in Eleo.