Defining Who May Ask

Along with setting eligibility criteria on recipient organizations and what may be requested in a specific transaction, permissions allow the ability to set restrictions on who may create the request.

To access Permissions, enter the program / profile vertical setup menu.  Scroll down to Permissions and select “General Permissions”.

Creator permissions include:

• Restrict to employees of the organization
• Allow individuals to request on behalf
• Allow other businesses to request on behalf
• Allow employees to request on behalf
• Only allow employees to request on behalf