In the Roles area of your control panel, you can establish a specific set of user permissions based on common roles within your organization. These roles are then applied to the Users in your account to grant or remove access to specific platform functionality. In the Users area, you can access a list of everyone who has been added as a user on your Bloomerang Fundraising account and assign them roles as needed.

This article will explore creating a new role and adding a new user, including the various permission levels, what pending users see, and how to edit user information.

Roles

To get started, navigate to Settings in your organization-level control panel and click Roles.

When you first visit this page, you’ll notice three roles already created. These roles can’t be deleted or edited.

Check out this section to learn more about pre-defined roles.

Adding a New Role

To create a new role, click the Add New Role button.

Fill in the Role Name field, and then turn on the Active toggle to enable the role.

Next, you’ll determine which permissions the role should have. Access is divided into Organization Permissions and Form and Event Permissions. Organization Permissions relate to overarching settings that are controlled at the organization level. Form and Event Permissions are for specific forms and events.

In the Organization Permissions drop-down, select the organization-level access you’d like to assign to the new role, and then click the Add/Remove Permissions button. Skip ahead to this section of the article to learn more about what each permission entails.

Once a permission has been added, you can customize the actions the role can take within that permission. The available actions will vary depending on the permission type.

For example, the Manage Users & Roles permission includes options to Read, Add, Edit, and Delete users, as well as Reset users’ passwords, while the Manage Org Info permission only includes Read and Edit options.

Next, you’ll grant Form and Event Permissions. If the role should have access to All Forms and Events, select that option from the top of the list. Otherwise, you can select the specific forms for which you’d like the role to have permissions.

All Forms and Events list - Bloomerang.png

Once you’ve selected some forms, use the toggle if you’d like the role to be a Form Administrator, which means the role has access to all permissions for the selected forms.

If you choose not to make the role a Form Administrator, you’ll be able to select the specific permissions for each form (or for All Forms and Events) from the drop-down. Skip ahead to this section of the article to learn more about what each permission entails.

As with Organization Permissions, once you’ve selected and added the permissions, you can customize the actions within each permission.

When you’ve finalized your permission selections, click Add New Role.

Pre-Defined Roles

As you’re creating roles and assigning permissions, it may be helpful to think about your organization’s major user types. The pre-defined roles you see in your account reflect common user types that nonprofits might have: Accounting Manager, Campaign Manager, and Web Developer.

Check out this table to see what permissions each role includes and review the glossaries at the end of the article for detailed information about each permission.

Role	Organization Permissions	Form and Event Permissions
Accounting Manager	Reports Dashboard Manage Custom Reports Manage Service Integrations	Manage Transactions Virtual Terminal Reports
Campaign Manager	Manage Notification Recipients Manage SMS Contact Lists Manage SMS Campaigns	Manage Media Form Settings Donation Settings Restrictions Dedications Fields Goals Categories Classifications Promo Codes Packages Table Management Share Form Manage Receipts Manage CMS Events Manage Store Settings Manage Store Categories Manage Store Products Manage Item Tags Manage Constituents Reports
Web Developer	Manage API Settings Manage Widgets	Manage Data Mapping Manage CMS

These roles can’t be deleted or edited. If you click the Edit link for a pre-defined role, you can see the details of the role’s permissions, but you’ll notice that the Save Role button is greyed out.

If you’d like to use a pre-defined role as a template for a new role, you can click Clone to copy all of the role’s permissions.

Users

Adding a New User

Once you’ve defined some roles, you can begin assigning them to users. To add or edit a user, click Users within Settings in your organization-level control panel.

After clicking the Users menu item, you’ll see a table containing user email addresses, names, functions within your organization, the form(s) the user has permission to access, options to edit or remove users, and a way to reset their passwords. You'll see a search tool, as well as a drop-down menu that allows you to search for users on certain forms.

The user system is invitation-based. Only those with access to Add within the Manage Users & Roles permission can invite new users. There is no limit to the number of users you can add to your account or the number of users you can add to an individual form.

Adding a new user is simple. First, click the Add New User button located above the table.

You’ll be taken to a screen where you can fill in the user’s email address, name, title, phone number, and function in your organization. This is also where you'll configure the user's permission levels.

If you’d like to make someone an Account Administrator, toggle on that option at the top of the page. This will give the user access to ALL of your organization’s controls and forms. This includes setting up service integrations and making changes to pricing packages.

Any Roles you’ve set up (including the three pre-defined roles) will appear in the Roles drop-down. You can assign multiple roles to a single user, which will confer all of the access granted to each of the roles you assign.

If you’d like to assign additional permissions beyond what is included in the selected roles, or if you want to create custom permissions for a particular user, you can choose from the options in the Organization Permissions and Form and Event Permissions areas.

Please note: Permissions that are associated with an assigned role cannot be edited for an individual user. If you’d like to remove a particular permission that’s part of a selected role, you’ll need to unassign the role and then manually configure the permissions.

Click Add New User when you’ve finished configuring the permission settings.

The new user will appear in your user table as pending.

What Pending Users See

Pending users need to check their email to set their password. They’ll receive an email that looks like this:

New Account Created email - Bloomerang.png

Clicking the link in the email will prompt new users to create a password. Once they’ve set a password and logged in, they'll need to agree to the Acceptable Use Policy.

Accept Pending Invitation - Bloomerang.png

Please note: It is possible for users to access the Bloomerang Fundraising control panel without clicking the Accept button.

If a user receives a message indicating that they do not have sufficient permissions, they may have sidestepped agreeing to the Acceptable Use Policy. In that case, they'll need log out and then log back in to accept the policy.

Editing User Information

Once a new user has set their password and accepted the terms, the "pending" tag will disappear.

New users can update their personal information by clicking My profile, which appears when they click the letter at the top right of the screen.

On this page, users can also enable two-factor authentication, opt in to give feedback, and reset their passwords.

Account Admins can view, edit, or remove users at any time by accessing the Users area of your control panel. You can also send a Reset Password email if someone forgets their information!

If you're adding a user who already has a donor account (such as a peer-to-peer registrant) as an admin or a form admin, they will receive an email that tells them to log in.

They just need to use their existing username and password to log in. They'll see what forms they have access to upon their first login.

Please note: Keeping this list of users accurate and current is very important. We use this list of administrators for communication purposes. We also use the organization admin list as a guide for who is allowed to make changes to the account.

Organization Permissions Glossary

Manage Users & Roles

Permission	Grants access to the Users and Roles navigation items
Permission Level	Organization Level
Actions	For Users: Read - User can only view Users Edit - User can edit Users Add - User can add Users but can not Delete or Reset Password Delete - User can delete Users but cannot Reset Password Reset - User can reset passwords for Users but cannot Delete a user For Roles: View - User can only view Roles Edit - User can edit Roles Add - User can add Roles Delete - User can delete Roles
User Type	Account Administrator
When Disabled	Users and Roles items will be removed from the Settings drop-down

Manage Notification Recipients

Permission	Grants access to the Notifications navigation item
Permission Level	Organization Level
Actions	Read - User can only view notification recipients Add - User can add recipients but can not Edit/Delete Edit - User can manage recipients but can not Add/Delete Delete - User can remove recipients but can not Add/Edit
User Type	Account Administrator Campaign Manager
When Disabled	Notifications item will be removed from the My Information drop-down

Manage Org Info

Permission	Grants access to the Settings navigation item
Permission Level	Organization Level
Actions	Read - User can only view organization information and not edit Edit - User can edit organization information
User Type	Account Administrator
When Disabled	Settings item will be removed from the Settings drop-down

Manage Donor Accounts

Permission	Grants access to the Donors navigation item
Permission Level	Organization Level
Actions	Read - User can view the Donor Accounts report
User Type	Account Administrator
When Disabled	Donors item will be removed from the Reporting drop-down

Manage SMS Contact Lists

Permission	Grants access to the SMS Management navigation item
Permission Level	Organization Level
Actions	Read - User can view SMS Contact Lists but have no actions Add - User can add a contact list but cannot delete Edit - User can edit a contact list Delete - User can delete a contact list
Requirements	Text Fundraising package
User Type	Account Administrator Campaign Manager
When Disabled	SMS Management item will be removed from the Fundraising drop-down

Manage SMS Campaigns

Permission	Grants access to the Send Text Messages navigation item
Permission Level	Organization Level
Actions	Read - User can view text messages but have no actions Add - User can add a text message but cannot delete Edit - User can edit a text message Delete - User can delete a text message Send - User can send a text message
Requirements	Text Fundraising package
User Type	Account Administrator Campaign Manager
When Disabled	Send Text Messages item will be removed from the Fundraising drop-down

Manage Form Tags

Permission	Grants access to the Form Tags navigation item
Actions	Read - User can view Form Tags but have no actions Add - User can add Form Tags but cannot edit or delete Edit - User can edit Form Tags but cannot add or delete Delete - User can delete Form Tags but cannot add or edit
User Type	Account Administrator
When Disabled	Form Tags item will be removed from the Fundraising drop-down

Manage API Settings

Permission	Grants access to the API Access navigation item
Permission Level	Organization Level
Actions	Read - User can only view API Access and tokens Add - User can add a token Edit - User can edit an API token Delete - User can delete API tokens but cannot edit or add
Requirements	For complete management of API tokens, this permission should be combined with at least one form-level permission
User Type	Account Administrator Web Developer
When Disabled	API Access item will be removed from the Data Tools drop-down

Manage Donor Summary

Permission	Grants access to the Donor Summary navigation item
Permission Level	Organization Level
Actions	Read - User can view the Donor Summary history only Send - User can create and send Donor Summaries
Requirements	Giving Essentials package
User Type	Account Administrator
When Disabled	Donor Summary item will be removed from the Data Tools drop-down

Reports Dashboard

Permission	Grants access to the Reports navigation item
Permission Level	Organization Level
Actions	Read - User can view the Reports dashboard
Requirements	Reports permission for at least one form
User Type	Account Administrator Accounting Manager
When Disabled	Reports item will be removed from the Reporting drop-down

Manage Global Receipts

Permission	Grants access to the Receipts navigation item
Permission Level	Organization Level
Actions	Read - User can view Receipts but have no actions Edit - User can edit Receipts Delete - User can delete Receipts
User Type	Account Administrator
When Disabled	Receipts item will be removed from the Fundraising drop-down

Manage Service Integrations

Permission	Grants access to the Integrations navigation item
Permission Level	Organization Level
Actions	Read - User can only view service integrations Add - User can activate an integration Edit - User can edit an integration’s mappings and settings but cannot delete or run an export Delete - User can delete an integration Export - User can run an export
User Type	Account Administrator
When Disabled	Integrations item will be removed from the left-hand navigation

Manage Custom Reports

Permission	Grants access to the Custom Reports navigation item
Permission Level	Organization Level
Actions	Read - User can only view custom reports Add - User can add a custom report Edit - User can only edit custom reports Delete - User can only delete custom reports Reorder - User can only reorder custom reports Run - User can only run custom reports Clone - User can only clone custom reports
User Type	Account Administrator Accounting Manager
When Disabled	Custom Reports item will be removed from the Reporting drop-down

Offline Donation Import

Permission	Grants access to the Donations Import navigation item
Permission Level	Organization Level
Actions	Read - User can only view the offline donations page Upload - User can upload offline donations
User Type	Account Administrator Accounting Manager
When Disabled	Donations Import item will be removed from the Data Tools drop-down

Manage Widgets

Permission	Grants access to the Embed navigation item
Permission Level	Organization Level
Actions	Read - User can only view embed widgets Add - User can add embed widgets Edit - User can edit embed widgets but can not add or delete Delete - User can delete embed widgets
User Type	Account Administrator Web Developer
When Disabled	Embed item will be removed from the Fundraising drop-down

Form and Event Permissions Glossary

Reports

Permission	Grants access to Statements, Reports, Transactions, Recurring Payments, Recurring Forecast, and Form Management
Permission Level	Form-Level
Actions	Read - User can view form-level reports, such as the Registrations report
User Type	Account Administrator Accounting Manager
When Disabled	Statements item will be removed from the Settings drop-down

Manage Transactions

Permission	Grants access to the Transactions navigation item
Permission Level	Form-Level
Actions	Edit - User can edit but cannot void, refund, or move a transaction Void - User can void but cannot edit, refund, or move a transaction Refund - User can refund but cannot edit or move a transaction Move - User can move a transaction, applies only to P2P forms
Requirements	Reports permission for at least one form
User Type	Account Administrator Accounting Manager
OFF Expectations	Transactions item will be removed from the Reporting drop-down Transactions report block will be removed from the Reports landing page

Manage Recurring Donation Details

Permission	Grants access to the Recurring Payments report navigation item
Permission Level	Form-Level
Actions	Edit - User can edit recurring donation info (ID column)
Requirements	Reports permission for at least one form
User Type	Account Administrator
When Disabled	Checkbox column, Group Edit, and Receipt column links will be removed from the Recurring Payments report

Manage Recurring Donation Payment Data

Permission	Grants access to the Recurring Payments report navigation item
Permission Level	Form-Level
Actions	Edit - User can view and edit recurring payment data
Requirements	Reports permission for at least one form
User Type	Account Administrator
When Disabled	User can view but cannot edit recurring payment data

Manage Data Mapping

Permission	Grants access to the Data Mapping navigation item
Permission Level	Form-Level
Actions	Read - User can only view data mappings Add - User can add data mappings but can not edit/delete Edit - User can edit data mappings but can not add/delete Delete - User can delete data mappings but can not add/edit
User Type	Account Administrator Web Developer
When Disabled	Data Mapping item will be removed from the Data Tools drop-down

Form Settings

Permission	Grants access to Form Settings at the form level
Permission Level	Form-Level
Actions	Read - User can only view Form Settings Edit - User can edit Form Settings
User Type	Account Administrator Campaign Manager
When Disabled	Form Settings item will be hidden at the form level

Donation Settings

Permission	Grants access to Form Settings > Donations at the form level
Permission Level	Form-Level
Actions	Read - User can only view donation amounts/plans settings Add - User can only add donation amounts/plans settings Edit - User can edit donation amounts, plans, and donation settings Delete - User can delete donation amounts and plans
User Type	Account Administrator Campaign Manager
When Disabled	Form Settings > Donations item will be hidden at the form level

Restrictions

Permission	Grants access to Form Settings > Restrictions at the form level
Permission Level	Form-Level
Actions	Read - User can only view restrictions Add - User can add restrictions Edit - User can edit restrictions Delete - User can delete restrictions
User Type	Account Administrator Campaign Manager
When Disabled	Form Settings > Restrictions item will be hidden at the form level

Dedications

Permission	Grants access to Form Settings > Dedications at the form level
Permission Level	Form-Level
Actions	Read - User can only view dedications Add - User can add dedications Edit - User can edit dedications Delete - User can delete dedications
User Type	Account Administrator Campaign Manager
When Disabled	Form Settings > Dedications item will be hidden at the form level

Fields

Permission	Grants access to Form Settings > Fields at the form level
Permission Level	Form-Level
Actions	Read - User can only view fields Add - User can add custom fields Edit - User can edit fields Delete - User can delete fields
User Type	Account Administrator Campaign Manager
When Disabled	Form Settings > Fields item will be hidden at the form level

Goals

Permission	Grants access to Goals at the form level
Permission Level	Form-Level
Actions	Read - User can only view goals Add - User can add goals Edit - User can edit goals Delete - User can delete goals
User Type	Account Administrator Campaign Manager
When Disabled	Goals item will be hidden at the form level

Classifications

Permission	Grants access to Registration Setup > Classifications at the peer-to-peer form level
Permission Level	Form-Level
Actions	Read - User can only view classifications Add - User can add classifications Edit - User can edit classifications Delete - User can delete classifications
User Type	Account Administrator Campaign Manager
When Disabled	Registration Setup > Classifications will be hidden at the peer-to-peer form level

Promo Codes

Permission	Grants access to Promo Codes at the form level
Permission Level	Form-Level
Actions	Read - User can only view promo codes Add - User can add promo codes Edit - User can edit promo codes Delete - User can delete promo codes
User Type	Account Administrator Campaign Manager
When Disabled	Promo Codes will be hidden at the form level

Packages

Permission	Grants access to Packages at the auction form level
Permission Level	Form-Level
Actions	Read - User can only view packages Add - User can add packages Edit - User can edit packages Delete - User can delete packages
User Type	Account Administrator Campaign Manager
When Disabled	Packages will be hidden at the auction form level

Table Management

Permission	Grants access to Table Management at the auction form level
Permission Level	Form-Level
Actions	Read - User can only view tables and seating charts Add - User can add tables and seating charts Edit - User can edit tables and seating charts Delete - User can delete tables and seating charts
User Type	Account Administrator Campaign Manager
When Disabled	Table Management will be hidden at the auction form level

Virtual Terminal

Permission	Grants access to the Terminal navigation item
Permission Level	Form-Level
Actions	Read - User can access and use the Virtual Terminal
User Type	Account Administrator Accounting Manager
When Disabled	Terminal item will be removed from the left-hand navigation

Manage Media

Permission	Grants access to the Content area at the peer-to-peer form level
Permission Level	Form-Level
Actions	Badges: Read - User can only view badges Add - User can add badges Edit - User can edit badges Delete - User can delete badges Sponsor Categories: Read - User can only view sponsor categories Add - User can add sponsor categories Edit - User can edit sponsor categories Delete - User can delete sponsor categories Sponsors: Read - User can only view sponsors Add - User can add sponsors Edit - User can edit sponsors Delete - User can delete sponsors Resources: Read - User can only view resources Add - User can add resources Edit - User can edit resources Delete - User can delete resources Inappropriate Content: Read - User can only view Inappropriate Content Add - N/A Edit - User can unflag and block flagged content Delete - N/A Walkthroughs: Read - User can only view Walkthroughs Add - N/A Edit - User can edit Walkthroughs Delete - N/A
User Type	Account Administrator
When Disabled	Content item will be hidden at the peer-to-peer form level

Share Form

Permission	Grants access to Share items at the form level (options will vary depending on form type)
Permission Level	Form-Level
Actions	Share Your Form/Campaign: Read - User can only view Social Share Settings Add - N/A Edit - User can edit Social Share Settings Delete - N/A System Emails (P2P): Read - User can only view system emails Add - N/A Edit - User can edit system emails Delete - N/A Email Campaigns (P2P): Read - User can only view email campaigns Add - User can add email campaigns Edit - User can edit email campaigns Delete - User can delete email campaigns Messaging (Auctions): Read - User can only view notifications and email campaigns Add - User can Add notifications and email campaigns Edit - User can Edit notifications and email campaigns Delete - User can Delete notifications and email campaigns
User Type	Account Administrator Campaign Manager
When Disabled	Share navigation items will be hidden at the form level

Manage Receipts

Permission	Grants access to the Receipts/System Emails navigation item at the form level
Permission Level	Form-Level
Actions	Standard Donation Forms: Read - User can only view receipts Add - User can add receipts Edit - User can edit receipts Delete - User can delete receipts Auctions (System Emails): Read - User can only view system emails Add - N/A Edit - User can edit system emails Delete - N/A
User Type	Account Administrator Campaign Manager
When Disabled	Receipts/System Emails (Auctions) item hidden at the form level

Manage CMS

Permission	Grants access to Form/Event/Campaign Builder at the form level
Permission Level	Form-Level
Actions	Read - User can view the Form Builder interface Edit - User can edit forms and events in the Form Builder
User Type	Account Administrator Campaign Manager Web Developer
When Disabled	Form/Event/Campaign Builder button is not displayed at the top of the form settings page

Events

Permission	Grants access to the Events area at the donation form level
Permission Level	Form-Level
Actions	Read - User can only view events Add - User can add events Edit - User can edit events and their settings Delete - User can delete events Clone - User can clone events Archive - User can archive events
User Type	Account Administrator Campaign Manager
When Disabled	Events item will be hidden at the donation form level

Manage Constituents

Permission	Grants access to the Constituents area of peer-to-peer forms
Permission Level	Form-Level
Actions	Read - User can only view participants, donors, and teams Add - User can create a team Edit - User can edit participants, donors, and teams Delete - User can delete a disabled team Ghost - User can ghost into participants’ fundraising pages Disable - User can disable a team
User Type	Account Administrator Campaign Manager
When Disabled	Constituents item will be hidden at the peer-to-peer form level

Manage Store Settings

Permission	Grants access to the Store area at the peer-to-peer form level
Permission Level	Form-Level
Actions	Read - User can only view store settings Edit - User can edit store settings
User Type	Account Administrator Campaign Manager
When Disabled	Store item will be hidden at the form level

Manage Store Categories

Permission	Grants access to the Store and Item Categories areas at the peer-to-peer and auction form levels
Permission Level	Form-Level
Actions	Peer-to-Peer: Read - User can only view categories Add - User can add categories Edit - User can edit categories Delete - User can delete categories Auctions: Read - User can only view categories Add - User can add categories Edit - User can edit categories Delete - User can delete categories
User Type	Account Administrator Campaign Manager
When Disabled	Store and Item Categories will be hidden at the peer-to-peer and auction form levels

Manage Store Products / Manage Auction Items

Permission	Grants access to the Store Products and Auction Items areas at the peer-to-peer and auction form levels
Permission Level	Form-Level
Actions	Read - User can only view products/items Add - User can add products/items Edit - User can edit products/items Delete - User can delete products/items
User Type	Account Administrator Campaign Manager
When Disabled	Store Products and Auction Items areas at the peer-to-peer and auction form levels

Manage Store Purchases

Permission	Grants access to the Store Purchases area at the peer-to-peer form level
Permission Level	Form-Level
Actions	Read - User can view the Store Purchases page
Requirements	Reports permission to view the contents of Purchases table
User Type	Account Administrator Campaign Manager
When Disabled	Store Purchases area will be hidden at the peer-to-peer form level

Manage Item Tags

Permission	Grants access to the Item Tags area at the auction form level
Permission Level	Form-Level
Actions	Read - User can only view item tags Add - User can add item tags Edit - User can edit item tags Delete - User can delete item tags
User Type	Account Administrator Campaign Manager
When Disabled	Item Tags area will be hidden at the auction form level

Manage Kiosks

Permission	Grants access to the Kiosks area at the form level
Permission Level	Form-Level
Actions	Read - User can view and manage all actions in Kiosks page
Requirements	A kiosk enabled and activated for the form
User Type	Account Administrator
When Disabled	Kiosks item will be hidden at the form level

Permission	Grants access to Registration Setup > Categories at the peer-to-peer form level
Permission Level	Form-Level
Actions	Read - User can only view categories Add - User can add categories Edit - User can edit categories Delete - User can delete categories
User Type	Account Administrator Campaign Manager
When Disabled	Registration Setup > Categories will be hidden at the peer-to-peer form level

User Roles and Permissions

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