Please see the tables below to find out which role can do/see what on Floodgate. You will need to make a plan about who to have which access carefully.
Fundraisers and Team Leaders have minimum access to data like below:
When Department is 'Inhouse', roles have privileges like below:
When Department is anything other than 'Inhouse', roles have privileges like below:
Clients access have the following privileges:
What you need to be careful of is the fact that only 1 team leader, 1 coach and 1 manager can be given to a team. Furthermore, pledges appearing in the account up to Manager level is limitted to the ones signed up by themselves or by their team members. This means that it can be hard to see all the pledges under the department if there are more than 1 manager. In such cases, Department Office/Admin roles can be used.