GabrielSoft - Security Roles for GabrielSoft Payments

With GabrielSoft Payments, there are three security roles that can be assigned to your admin users: Full, Modules Only, and None.

1

Payment Security Role #1: NONE

Assigning NONE to an admin user means they:

• Will not be able to add Donation modules or Forms + Payments modules to your website
• Will not be able to edit Donation modules or Forms + Payments modules on your website
• Have no access to the Payments Center (which is where transaction details and reports can be viewed)

This user has no role in the processing of payments and donations on your site.

2

Payment Security Role #2: MODULES ONLY

Assigning an admin user the MODULES ONLY security role means they:

• Can add Donation modules and Forms + Payments modules to your website*
• Can edit Donation modules and Forms + Payments modules on your website*
  
  • *Only on pages they have access to edit
• Have no access to the Payments Center (by default)

Assigning limited access to the Payments Center

While the default setting for MODULES ONLY users indicates that they don't have access to the Payments Center, there is an additional setting that can enhance this user's role: Payment Reporting and Refunding for Modules.

If you (optionally) turn ON Payment Reporting and Refunding for Modules, MODULES ONLY users:

• Can have limited access to the Payments Center* (e.g. run reports, view transactions and refund transactions)
• Can view and refund transactions from the Form Results Manager*
  
  • *Only on pages they have access to edit

3

Payment Security Role #3: FULL

Assigning FULL to an admin user means they:

• Can add Donation modules and Forms + Payments modules to your website*
• Can edit Donation modules and Forms + Payments modules on your website*
  
  • *Only on pages they have access to edit
• Have full access to the Payments Center (e.g. process refunds, create accounts, and view donor management as well as all transactions and reports)

Most often, the FULL security role is assigned to very few individuals. Business managers and/or bookkeepers most commonly hold this role since it provides access to view and refund all transactions and reports in the Payments Center.