The Givinga Foundation Nonprofit Portal provides two user roles: Admins and Viewers. Each role has different levels of access, ensuring that nonprofits can manage their organization securely while controlling permissions for different users.
Before Verification (Limited Access)
When first registering for the Nonprofit Portal, you must complete identity verification before gaining full access. Until verification is completed:
You will not be able to:
- View donation or disbursement data.
- Manage users.
- Update your nonprofit’s profile details.
- Access financial settings.
- Invite other users yet.
Once identity verification is complete, full access is granted based on your assigned user role.
After Verification: User Roles and Access Levels
Admin Users (Full Access to the Portal)
- Manage payments and switch to e-payments.
- Invite, remove, and manage users.
- Update organization details (profile, banking, and settings).
- View and download reports on donations and disbursements.
Viewer Users (Limited, Read-Only Access)
- View donation and disbursement reports.
- See the nonprofit profile but cannot edit any information.
- Cannot manage payments or update financial details.
- Cannot add, remove, or manage users.
- Cannot invite new users.
- Cannot download reports.
Updating User Roles & Managing Permissions
- Admins can assign roles when inviting new users.
- To change an existing user’s role, go to the Manage Users section and update permissions.
- If a user needs additional access, an Admin must upgrade their role to Admin status.
For security reasons, Admins must complete identity verification before managing users or accessing financial settings.