People & Access
A member’s role sets exactly what they can see and do, from full access down to dashboards only. Data uploads and categorization live on Manage Data.
| Member | Role & access | Actions |
|---|---|---|
| Rachel Adlerrachel@democongregation.org(you) | Admin | |
| David Cohendavid@democongregation.org | Analyst | |
| Sarah Levinesarah@democongregation.org | Viewer |
- Admin
- Full access: uploads data, sees donor names and individual profiles, and manages people and roles.
- Analyst
- Works the data de-identified: categorizes and analyzes transaction rows; names shown as a code, no profiles, no uploads.
- Viewer
- Consolidated dashboards only: no donor rows, exports, uploads, or people management.