Bulk Assign Donor Portal Tab Permissions

Written by Nick Miles

Last published at: June 10th, 2019

CommunitySuite allows administrators to hide certain tabs from fund advisors in the Donor Portal, such as Contributions, Grant Catalog, and Statements. Tabs can be assigned on an individual basis by editing a fund advisor record, or in bulk at the Fund, Fund Advisor, and Tab levels.

To assign tab permissions in bulk:

  1. Select Fund Advisors from the Home page.
  2. Click Set Tab Permissions.
  3. Bulk assign the tab permissions by Fund, Fund Advisor, or Tab.
    • Assign by Fund
      1. Select a Fund.
      2. Check the boxes to enable tabs for each fund advisor of the selected fund. 
      3. Click Update.
    • Assign by Advisor
      1. Select an Advisor
      2. Check the boxes to designate which tabs the fund advisor will see from each fund in their Donor Portal.
      3. Click Update.
    • Assign by Tab
      1. Click Add to Everyone, and the selected tab will be added to all funds within each fund advisor Donor Portal.
        • Note: A green banner will display, indicating how many entries (fund advisor + fund) were affected.
          • Example:
      2. Click Remove From Everyone, and the selected tab will be removed from all fund advisor Donor Portals.
        • Note: A green banner will display, indicating how many entries (fund advisor + fund) were affected.
          • Example: