The green checkmark
means that the selected role has the access type
enabled.
To protect sensitive personal information and financial data, ParishSOFT DDM uses a role-based method to regulate which areas of the application or database users can access. In a role-based approach, the administrator assigns each user to a role that has specific capabilities associated with it. As such, a role is simply a collection of permissions. In other words, the user's ability to perform certain operations or access certain areas of the application is not determined by specific permissions but by the role (group) to which he or she is assigned. A user with the role "parish-level DDM user" has different access and permissions than a user with the role "DDM staff user." As a user's job responsibilities change, an administrator can easily modify the user’s role, which greatly simplifies the administrator’s task of managing permissions and access.
In ParishSOFT DDM, a role is a pre-defined set of user access levels with associated privileges. The application provides three types of roles:
● Parish-level DDM user
● DDM staff user
● DDM administrator
The following table summarizes the access rights associated with each user role. It is important to note that, in the hierarchy of user roles, each higher level role inherits all of the access rights owned by the roles below it. The DDM administrator is the highest level role. The administrator has unrestricted access and the ability to control what roles other users are assigned to.
The green checkmark
means that the selected role has the access type
enabled.
User Role |
Type of Access |
|||||
|
ParishSOFT Family Suite |
ParishSOFT DDM |
Parish Reports
|
DDM Desktop Application
|
Donor Reports Online Giving Mgmt DDM Desktop
|
DDM Funds Administration Module "Not Batch Owner" Controls |
Parish-level DDM Users
|
|
|
|
|
|
|
DDM Staff Users
|
|
|
|
|
|
|
DDM Administrator |
|
|
|
|
|
|
Parish-level users have the following access rights:
● Ability to access ParishSOFT Family Suite and ParishSOFT DDM.
● Ability to access parish reports.
● Ability to view Parish Detail reports only for those parishes they are assigned to and for which they are assigned parish-level DDM user permissions.
DDM staff users have all of the rights of access granted to parish-level DDM users plus the following:
● Ability to log in the DDM Desktop application and access all windows and functionality therein.
● Ability to access ParishSOFT DDM Donor Reports and Online Giving Management modules.
While it is
possible to assign more than one person the role of DDM administrator,
we strongly recommend that only one person in your organization be assigned
to this role. DDM administrator privileges give the individual the rights
to manage other users’ access and perform actions that affect the setup
of the DDM system. This special role is typically held by the Director
of Development or the data processing team leader.
The DDM Administrator has all of the rights granted to DDM staff users plus the following:
● Ability to access the ParishSOFT DDM Administration module and all funds on the Funds page.
● Ability to bypass batch owner controls. This means the administrator can enter, edit, and close batches that are owned by someone else whether or not the checkbox for batch ownership control is selected. This control is set on the Administration page in the Diocesan Development module in the DDM Options section. For details about this option, open the Diocesan Development module. Select Administration. Then, go to the Help menu (located in the top-right corner of every page) and select the Help with this Page option.
This section shows you how to assign users to a role in ParishSOFT DDM.
The users you assign to a role using any of the following procedures must already have an account (a username and password set up in the system) and an assignment in the organization.
● If you need instructions on setting up an account for a staff member, go to How to Set Up a New User Account for a Staff Member.
● If you need instructions on giving a staff member an assignment, go to How to Give a Staff Member an Additional Assignment.
To assign this
role, you must have DDM administrator privileges.
Click 
to display the staff list.
Locate the desired staff member. Then, select the link under the staff member’s name to open the staff member’s record.
Do the following:
Select the Access Rights tab.
Click 
to switch to edit mode.
Select the Diocese Directory & Web Solutions tab. Then, in the Development Manager group, select the ParishSOFT DDM checkbox to give the user access to ParishSOFT DDM.
Select the ParishSOFT Modules tab. Then, in the ParishSOFT group, select the ParishSOFT Access checkbox to give this user access to the ParishSOFT Family Suite.
Click 
.
This user is now assigned the role of parish-level DDM user and has all of the access rights defined for this role (see the entry for Parish-level user in the table under Understanding_User_Roles).
To assign this
role, you must have DDM administrator privileges.
to display the staff
list.Locate the desired staff member. Then, select the link under the staff member’s name to open the staff member’s record.
to switch to edit mode..This user is now assigned the role of DDM staff user and has all of the access rights defined for this role (see the entry for DDM staff users in the table under Understanding_User_Roles).
To assign this
role, you must have DDM Org Admin privileges.
to display the staff
list.Locate the desired staff member. Then, select the link under the staff member’s name to open the staff member’s record.
Do the following:
to switch to edit mode..This user is now assigned the role of DDM administrator and has all of the access rights defined for this role (see the entry for DDM administrator in the table under Understanding_User_Roles).
About Permissions and Access Rights
How to Set Up a New User Account for a Staff Member
How to Give a Staff Member an Additional Assignment