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Operations Admin

Updated

This article covers the following topics :

 

What is an Operations Admin?

Operations Admin is a role for team members who manage day-to-day operations — Collections, fundraisers, accounts, contacts, and cards — without needing to move money, issue physical cards, or manage billing. It has the same visibility into most of the platform as a full Admin, but certain money-movement and account-management actions are hidden or disabled.


 

What is not allowed for Operations Admins?

Operations Admins can not:

  • Initiate any type of transfer of funds into or out of the account (standard or same-day ACH, wire transfer, Bill Pay, Plaid transfer)
  • See any added recipients and their financial details
  • Send outgoing checks
  • Fund or withdraw from Expense cards or Per Diem and Sub accounts 
  • See any issued card details (card number, expiration date, CVV)
  • Refund any payments to Collections or Fundraisers
  • Purchase Pro or any Add Ons
  • Purchase physical cards for any card type


 

What is allowed for Operations Admins?

Operations Admins can take the following actions:

  • Create and manage Collections and Fundraisers
    • View and export all Collections dashboards and payers
    • Edit existing Collections or Fundraisers
  • View Transaction history
  • Deposit checks
  • Add Transaction tags
  • Add Notes to transactions
  • Attach Receipts to transactions
  • Issue donor tax receipts
  • View issued cards (but not the card details) of Per Diem, Admin, and Expense cards
  • Issue Per Diem and Expense digital cards
  • Access Sub Accounts
    • Can add themselves as an Operations Admin to a Sub Account
    • Add admins to Sub Accounts



 

How many Operations Admins can I add?

There is no limit to the number of Operations Admins you can add!


 


 

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