User permissions control what users can do in Bloomerang CRM. Bloomerang CRM has two types of user accounts:
Admin — Full access to everything in Bloomerang CRM and the mobile app
Standard — Limited access, which admins can customize
User permissions apply to:
Bloomerang CRM web application
Bloomerang CRM mobile app
Some permissions control access to features and settings that exist only in the web application.
Important: Make sure your staff and volunteers upgrade to the most recent version of the Bloomerang CRM mobile app. In old versions of the mobile app (v23.11.3 or lower), user permissions do not apply to the mobile app, which means mobile app users with old app versions have unrestricted permissions.
In this article:
Admin Permissions
Admin (administrator) users have full access to everything in Bloomerang CRM and may:
Access the main Settings page
Customize the Donor Retention filters
Access the Billing & License page
Access the Duplicate Constituents page
Access Kindful Fundraising Tools
Admins may also add new standard users, edit the permissions of any standard user, change the user type from standard to admin, and edit other standard user settings.
Default Standard User Permissions
When you create a new standard user, that user has these default permissions:
Transactions — View and Edit All
Access — Home, Reports, Data Tools, Communications, Emails and Journey Automation, Letters
Edit — Constituents, Reports
If you keep these default permissions, this standard user can:
Add, edit, view, and delete constituents
Review and merge duplicate constituents
Add, edit, view, and delete groups, add members to groups, and remove members from groups
Add, edit, view, and delete transactions
Add, edit, view, and delete acknowledgements, soft credits, fundraisers, tributes, and attachments within transactions
Add, edit, view, and end membership schedules
Add, edit, view, copy, and delete reports
Assign, reassign, and remove relationship managers
Import data
Bulk update campaigns, appeals, and funds in transactions
Bulk delete constituents, tasks, transactions, interactions, and notes
Switch between the default and custom view of the Donor Retention wheel after custom filters are set
Create, edit, and deactivate forms and tributes
Create, edit, send, and deactivate emails and letters
Create and manage automations in Journey Automation
By default, standard users cannot:
See Settings in the main navigation or open the Settings page
See Kindful Fundraising in the main navigation menu or open Kindful Fundraising
Change Standard User Permissions
For security reasons, you might want to limit what certain users can do in Bloomerang CRM. For example, you might have volunteers who help with data entry. To prevent access to sensitive financial and personal information about donors, you can grant each volunteer more restrictive permissions. To change the permissions of a standard user, your user account must have the Admin User permission.
Permission changes take effect as follows:
Web application — Changes take effect when the user refreshes the screen or load a different page
Mobile app — Changes take effect when the user force quits and reopens the app, taps Log Out, or keeps the app backgrounded more than a few minutes (which requires the user to authenticate again)
Transaction Permissions
When you create a new standard user, the View and Edit All transaction permission is selected by default.
This table explains what happens when you select a transaction permission.
Transaction Permission | If you select this permission, this standard user… |
View and edit all |
|
View only |
|
View and edit only transactions created by this user 1 |
|
No access 1 |
Can view:
Can add:
|
1. This permission affects application area permissions. A standard user with this permission cannot access Home, Reports, Data Tools, Communications, Emails, Letters, and Journey Automation application areas. This user first sees the Constituents page when logging in to the web application and the mobile app.
2. A standard user with this permission cannot see tasks with giving-related purposes but continues to receive task notification emails. If this user didn’t confirm their email address or turned off task notification emails, an administrator can create and schedule a report that shows tasks assigned to this user.
Note: Bloomerang CRM previously included a standard user permission named Transactions. If you previously selected the Transactions checkbox for a user, that user now automatically has the View and edit all permission. If you previously cleared the Transactions checkbox for a user, that user now automatically has the View only permission.
Application Access Permissions
When you create a new standard user, the Home, Reports, Data Tools, Communications, Emails and Journey Automation, and Letters permissions are selected by default.
This table explains what happens if you remove these permissions.
Application Access Permission | If you remove this permission, this standard user… |
Home |
In the mobile app, this standard user:
|
Reports |
|
Data Tools |
|
Communications | If you clear the Communications checkbox, this user:
If you select Communications and select Emails and Journey Automation, this user can access the Emails and Journey Automation pages. If you select Communications and select Letters, this user can access the Letters page. If you select Communications and clear the Emails and Journey Automation checkbox, Letters checkbox, or both, this user:
|
Information Edit Permissions
When you create a new standard user, the Constituents and Reports permissions are selected by default.
This table explains what happens if you remove these permissions.
Information Edit Permission | If you remove this permission, standard users… |
Constituents |
|
Reports |
|