All REACH plans include unlimited admin users for your account. Clients on the Essentials, Pro, and Pro Plus plans also have access to Admin Permissions, which allow you to control access levels and system notifications for each admin user.

📌 Tip: For step-by-step instructions on adding admins and customizing their permissions and notifications, see our Admin Users article.

We’re often asked what permissions and notifications admins should have based on their role. Below is a general guide based on our experience.

These represent the minimum recommended permissions and notifications by admin role, but you can customize settings to fit your organization’s specific needs. You can also assign Read-Only access where appropriate.

A few important notes:

• Admin Permissions (available only on Essentials, Pro, and Pro Plus) let you configure detailed access controls for different areas of REACH.
• Any admin designated as Primary will automatically have full access to all permissions.

Executive/Director#

Permissions:

All Permissions > Full Access

Notifications:

• Admin Email Setting > Never or Daily
• Account Invoice
• Weekly Summary
• For REACHpay accounts:
• Donation Disputes
• Early Fraud Warning

Finance/Bookkeeper#

Permissions: (Full Access)

• Donations
• Reports
• Supporters

Notifications:

• Admin Email Setting > Never
• Account Invoice
• Refunded Donation
• Card Expiration
• For REACHpay accounts:
• Donation Disputes
• Early Fraud Warning

Sponsorship Coordinator#

Permissions: (Full Access)

• Categories
• Communications
• Content
• Conversations
• Donations
• Reports
• Notes
• Sponsorships
• Sponsorship Supporters
• Sponsorship Types
• Supporters
• Supporter Payment Methods

Notifications:

• Admin Email Setting > Daily or Never
• Cancelled Sponsorship
• Failed Recurring Donation
• New Sponsorship
• Sponsorship Payment Reminder

Development Director#

Permissions:

All Permissions > Full Access

Notifications:

• Admin Email Setting > Never or Daily
• Account Invoice
• Weekly Summary
• Fully Funded Supporter Campaign
• Review Supporter Campaigns
• Review Supporter Messages
• Sponsorship Payment Reminder

For REACHpay accounts:

• Donation Disputes
• Early Fraud Warning

Support#

(Assistant, Marketing, Sponsorship, IT…)

Permissions:

• Conversations
• Donations
• Portal Design
• Places
• Products
• Projects
• Reports
• Sponsorships
• Sponsorship Supporters

Notifications:

• Admin Email Setting > Never
• Depends on support type

Volunteer#

Permissions:

• Sponsorships
• Sponsorship Supporter
• Supporters 

Notifications:

• Admin Email Setting > Never
• Depends on volunteer type