Types of Users in Evergiving¶

Evergiving provides several user roles, each with distinct permissions to ensure the right level of access across different operational areas:

Agents (Callcenter > Agents)- Users and managers of the Call Center
Fundraisers (Field > Fundraisers) - Face-to-face fundraisers, team leaders and campaign managers
Admin Operations (Accounts > Users) - The administrative role. Manage overarching configurations, security settings, and customisable user permissions

We also have non-Evergiving users (Basecamp, Emails etc), who may be involved in providing design work or messaging information to the Evergiving Support and Design teams.

And most importantly we also have donors, who can be:

Leads (Donors > Leads), who become
Pledges (Donors > Pledges)

Call Center Agents¶

Call Center users can either be Admin Agents or Agents, with varying levels of access to manage teams, calls, and performance data.

Permissions	Admin Agent	Agent
Manage teams and call lists	✅ Yes	❌ No
Configure inbound calls	✅ Yes	❌ No
Create Teams	✅ Yes	❌ No
View and edit team-wide performance data	✅ Yes	❌ No
View, create and edit Call Lists	✅ Yes	❌ No
Make outbound calls	✅ Yes	✅ Yes
Receive inbound calls	✅ Yes	✅ Yes
Access assigned call lists	✅ Yes (with editing)	✅ Yes (view-only)
View personal call performance metrics	✅ Yes	✅ Yes
Listen to live calls and recordings	✅ Yes	❌ No

Fundraisers¶

They can be Fundraisers, Campaign Managers, or a combination of both.

Permissions	Fundraiser	Campaign Manager	Fundraiser & Campaign Manager
Collect pledges	✅ Yes	❌ No	✅ Yes
Access personal pledge data	✅ Yes	❌ No	✅ Yes
Manage teams	❌ No	✅ Yes	✅ Yes
View team performance data	❌ No	✅ Yes	✅ Yes
Access campaign-level reports and stats	❌ No	✅ Yes	✅ Yes
Oversee team results	❌ No	✅ Yes	✅ Yes

To view, edit and add Fundraisers go to Field > Fundraisers.

To view, edit and add Campaign Manager go to Field > Campaign Managers.

Admin Operations¶

These users manage overarching configurations, security settings, and user permissions across the Evergiving platform. The primary role here is Admin Operations, which has the highest level of access.

Permissions	Admin Operations
Full access to all settings	✅ Yes
Manage campaigns	✅ Yes
Manage users and teams	✅ Yes
Manage permissions	✅ Yes
Handle security settings (e.g., 2FA)	✅ Yes
Manage data exports	✅ Yes
Access to all data	✅ Yes
Create, edit, and delete campaigns	✅ Yes
Manage account-level configurations	✅ Yes

To view, edit and add Admin Operations go to Admin Operations > Users.