Practice establishing your organization’s security matrix by completing these 3 steps:
- Map a User Role: On a piece of paper, write down the name of a role in your organization (e.g., “Data Entry Clerk”). List three specific tasks they should be allowed to perform (e.g., entering donations, viewing constituents, running reports) and one task they should not be allowed to perform (e.g., closing the books).
- Create a User Group: Log into FastFund, click the Gear Icon, and navigate to User Groups. Click New +, enter the name of the role you just mapped out, and click SAVE.
- Assign Rights: Using the directional arrows, move at least three appropriate permissions from the Available Permissions box to the Assigned Permissions box for your new group.