What you can see in a nonprofit’s Dashboard, and what you can do in a nonprofit’s Dashboard, depends on what level of permission you have been assigned in relation to that nonprofit.
There are three permission levels for granting access to a nonprofit’s Dashboard:
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Entity Viewer
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Entity Assistant
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Entity Lead
Entity Viewer
View Rights: Minute Book only (e.g. pdf documents and data associated with them)
Action Rights: None
Entity Assistant
View Rights: All
Action Rights: Update Data Summary, run Compliance Events, and add/remove “Entity Viewers”
Entity Lead
View Rights: All
Action Rights: Same as Entity Assistant, plus they can add/remove/modify “Entity Assistants” and “Entity Leads”.
If you incorporate a nonprofit using the OrgHub app or if you add an existing nonprofit to the OrgHub app then you are automatically assigned the “Entity Lead” permission level for that nonprofit in the OrgHub syste