PSDio DDM - Permissions: How to enable DDM report permissions for parish employees

How to enable DDM report permissions for parish employees

This article is to help diocesan users understand how to enable DDM report permissions for parish employees. It will go over the necessary access rights, how to avoid mistakes when giving access rights, and how to assign report permissions per fund. 

How to assign access rights for parish users of DDM Reports

Mark  ParishSOFT DDM only. Do not mark either of the other two development options.

If you check either of the other DDM user/admin checkboxes, then a parish user will not be able to see the reports. A user would need a staff assignment at the diocese in order to have the either the Development User/Admin checked.  

 

How to assign access rights for parish users to fund reports

After you have selected the correct permissions on the assignment, you will also need to make sure your parish users have report permissions for each fund as shown below: 

 

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