Before adding a new user to Keela, it's important to understand the permission levels that are available so you know exactly the tools and data that will be available to the user when they login.

Permission Levels

Administrator

Administrators have the highest level of access in Keela, so can see and do everything!

Manager

Managers have access to log, view and edit in most features but usually don't have the option to delete. They don't have access to organization settings or imports but still have strong access rights to complete a variety of tasks in Keela.

Coordinator

Coordinators have access to add and edit contacts in Keela and have strong access for Email Marketing and Projects. They have limited access to other features and have no access to fundraising, so all transactions with your contacts will not be viewable by the coordinator.

Permissions in Detail

RESOURCE	ADMINISTRATOR	MANAGER	COORDINATOR
Organization Settings	• access	• no access	• no access
Imports	• access	• no access	• no access
Impact Areas	• add, edit & delete	• add & edit	• view only
Contacts	• add, edit & delete contact, company, household, tag, interaction, to-do and segment. Also the ability to change Contact Type.	• create & edit a contact • add & remove a tag from a contact • add & edit a company, household, tag, and segment • add & edit an interaction or to-do	• create & edit a contact (you can not change GDPR/email subscription status). • add & remove a tag from a contact • add & edit a company, household, tag, and segment • add & edit an interaction or to-do
Fundraising	• set, edit & delete goals (KPIs) or total donation amount goals • log, edit & delete a single donation or single revenue • log, edit, cancel & delete a recurring transaction • create, edit & cancel a pledge • create and cancel receipts	• log and edit a single donation, single revenue, or recurring donation • create & edit a pledge • create and cancel receipts	• no access (i.e. all fundraising, transactions, and reporting sections will not be visible)
Forms	• create, edit, & delete a form • archive a form • edit form settings	• cannot delete a form	• create, view, edit and archive. • do not have access to form responses with transactional data (Donation and Revenue) • do not have ability to export Form Responses
Campaigns	• create, edit & delete a campaign • log a new donation, edit & delete a donation to a campaign • log, edit & delete revenue to a campaign • log, edit & delete a volunteer record to a campaign	• create & edit a campaign • log a new donation & edit a donation to a campaign • log & edit a revenue to a campaign • log, edit & delete a volunteer to a campaign	• view-only access
Email Marketing	• create, edit & delete a new template • send, edit & delete Email Marketing • create Email Marketing & add recipients, sender, reply to recipients, subject, attachments, edit content • change associated campaign to an Email Marketing • create & update GDPR status • send personal emails to contacts	• create, edit & delete a new Email Marketing template • send, edit & delete Email Marketing • create Email Marketing • add recipients, sender, reply to recipients, subject, attachments, edit content • change associated campaign to Email Marketing • create and update GDPR status • send personal emails to contacts	• create & edit a new Email Marketing template • send & edit Email Marketing • create Email Marketing • add recipients, sender, reply to recipients, subject, attachments, edit content • change associated campaign to an Email Marketing • view GDPR status • send personal emails to contacts • can create Email Marketing with Donation Summaries, but will not be able to preview the transactional data for recipients in previews
Direct Mail	• create, edit, download & delete Direct Mail • change associated campaign to Direct Mail • Preview donation summaries	• create, edit, download & delete Direct Mail • change associated campaign to Direct Mail • Preview donation summaries	• create, edit, download & delete Direct Mail • change associated campaign to Direct Mail • Cannot preview or download any Direct Mail with donation summaries
Projects	• create, edit & delete a project • add members to a project • add, edit & delete a task • add, edit & delete followers to a task • comment on a task • add an attachment to a project or task • duplicate a task or project • move a task to another project • archive & unarchive a project	• create, edit & delete a project • add members to a project • add, edit & delete a task • add, edit & delete followers to a task • comment on a task • add an attachment to a project or task • duplicate a task or project • move a task to another project • archive & unarchive a project	• create, edit & delete a project • add members to a project • add, edit & delete a task • add, edit & delete followers to a task • comment on a task • add an attachment to a project or task • duplicate a task or project • move a task to another project • archive & unarchive a project
Events	• import & delete events • add, edit & delete attendee info	• import events •add & edit attendee information • view event	• add & edit attendee information • view event
Reports	• create a report from suggested reports • create a custom report • filter reports • download a report as a pdf, or download report data as a csv	• create a report from suggested reports • create a custom report • filter reports • download a report as a pdf, or download report data as a csv	• no access
Custom Field Admin in Organization Settings	• create, rename & delete custom fields • create, rename & delete categories for custom fields	• no access	• no access
Memberships	• create a membership plan & determine all settings for that plan • change status of, or duplicate a membership plan • edit the name & description of a membership plan • create a subscription to a membership plan, including payment details • renew a membership subscription	• create a membership plan & determine all settings for that plan • change status of, or duplicate a membership plan • edit the name & description of a membership plan • create a subscription to a membership plan, including adding payment details • renew a membership subscription	• view membership plans & membership subscriptions, but cannot take any actions

Changing a User's Permission Level

Click Edit to the right of the User and select the appropriate permission level in the pop-up.

FAQ

I have Manager (or Coordinator) permissions but need to become an Administrator. How can I do this?

Great question! Only administrators can update permission levels in Keela, so you'll need to reach out to an administrator of your account and request that they make this update.