What do the values in the DC column on the Fund Associations tab mean?
- 03 Oct 2024
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What do the values in the DC column on the Fund Associations tab mean?
- Updated on 03 Oct 2024
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What do the DC codes stand for that are on the Fund Associations tab of a Fund record?
Answer:
These values delegate which rights a Donor may have when accessing Donor Central.
0 - No Access
1 - Advisor Administrator: Access to Donor Central, can make grant recommendations, can view all history
2 - Advisor Reviewer: Access to Donor Central, cannot make grant recommendations, can view all history
3 - Advisor Limited: Access to Donor Central, cannot make grant recommendations, cannot see grant history
0 - No Access
1 - Advisor Administrator: Access to Donor Central, can make grant recommendations, can view all history
2 - Advisor Reviewer: Access to Donor Central, cannot make grant recommendations, can view all history
3 - Advisor Limited: Access to Donor Central, cannot make grant recommendations, cannot see grant history
- For advisor limited, the advisor can view anything on the funds page, but on the grants page, they will not be able to get into the detail of any grants - they would only be able to see the high-level summary info.
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