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Permissions

Accounting has the following permissions that can be granted to your staff.

  • Ability to View Deposits
  • Ability to Create/Edit Deposit Details
  • Ability to upload Supporting Files for a Deposit or Contribution
    • This feature may not be enabled for your account based on the plan you select
  • Ability to download and view Supporting files that have been uploaded for a Deposit or Contribution

If a user has access to edit and create contribution, they have the ability to link to an existing Deposit.

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