Learn how to add a new security role in this step-by-step guide. This help guide will cover how to add a new security role and permission level in Neon Fundraise.
Recommended Reading Before You Start
Content
Adding a New Security Role and Permission Levels
Instructions
Your organization would like a further customized security role other than those offered as default security roles. Security roles can be added within the top level organization tab.
Adding a New Security Role and Permission Levels
- Select the Organization tab on the top navigation bar.
- Select the Security Roles tab.
- You will see the default roles and existing security roles. Scroll down and select +Add Security Role.
- A new row will appear with an editable New Role field. Enter the security role name. Select what permissions this role has from the dropdown. You can expand the permissions tree to specify the permissions for this role. Then select Save.