Fund Permissions can be defined to grant access to a set of Development Manager (DM) users. This includes access to data entry in relation to the fund and reporting against the fund. Users assigned with the DM Admin permission within the Access Rights will have automatic fund permissions to all DM funds.

Permission must be granted by the DM Administrator in two places: Access Rights in the Manage Staff record or Manage Fund Permissions by Fund.

DM Access Rights

1. In ParishSOFT Family Suite, go to Administration → Manage Staff and then select the organization where the staff resides.
2. Click the link to the staff record. In the Diocese Directory & Web Solutions tab.
3. Under Development Manager, Select the appropriate Access Rights: Development User or Development Admin.
4. Click Save & Close.
   

Updated September 22, 2025 18:35