> For the complete documentation index, see [llms.txt](https://docs.anedot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.anedot.com/settings/access/permission-sets.md).

# Permission Sets

Create custom Permission Sets in Settings > Access > Roles to control what each user can view, edit, and export in your Anedot account, then assign them.

A **Permission Set** (shown on the **Roles** tab in Settings) is a group of permissions that controls what a user can view, edit, and export in your fundraising account. Every user has exactly one. You manage Permission Sets in **Settings > Access > Roles**. This article covers the available permissions, how to create, edit, and delete a custom permission set, and how to assign one to a user.

## Before You Begin

* Anyone on the account can view the Roles page.
* To create, edit, or delete permission sets, you need **Account Management: Edit Account Details and Configuration** permissions.
* To assign a permission set to a user, you need **Access Management: Edit Users** permissions. You can only assign permission sets that don't give more access than your own.
* The built-in **Owner**, **Super Admin**, **Admin**, and **Standard** permission sets are marked **Managed by Anedot** and can't be edited. See [Users](/settings/access/users.md) for what each includes.

## Available Permissions

| Area               | Permission                             | What it allows                                                                                                                        |
| ------------------ | -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| Action Pages       | View                                   | View Action Pages. Turning this off also turns off Integrations: Edit.                                                                |
| Action Pages       | Edit                                   | Create, edit, and delete Action Pages, and make Terminal and Offline transactions.                                                    |
| Action Pages       | Export                                 | Export Action Page data to CSV. Requires View.                                                                                        |
| Finance            | View Transactions                      | Access transactions and transfers.                                                                                                    |
| Finance            | Edit Transactions                      | Refund and void transactions.                                                                                                         |
| Finance            | Export Transactions                    | Export finance data to CSV and PDF. Requires View.                                                                                    |
| Finance            | View Commitments                       | View commitments.                                                                                                                     |
| Finance            | Edit Commitments                       | Edit commitments.                                                                                                                     |
| Finance            | Export Commitments                     | Export commitments to CSV and PDF. Requires View.                                                                                     |
| Billing Agreements | View                                   | View Billing Agreements.                                                                                                              |
| Billing Agreements | Edit                                   | Create, terminate, and edit Billing Agreements.                                                                                       |
| Relationships      | View Contacts                          | View contacts.                                                                                                                        |
| Relationships      | Edit Contacts                          | Create and edit contacts.                                                                                                             |
| Relationships      | Export                                 | Export contacts to CSV and PDF. Requires View.                                                                                        |
| Access Management  | Edit Users                             | Add and remove users on the account.                                                                                                  |
| Access Management  | Edit Connected Accounts                | Manage connected accounts.                                                                                                            |
| Account Management | Edit Account Details and Configuration | Manage organization details, documents, public account name, URL, custom domains, SMS Keywords, timezone, and account pause settings. |
| Account Management | Edit Bank Accounts                     | Create and manage bank accounts.                                                                                                      |
| Account Management | Edit Funds                             | Create and manage Funds.                                                                                                              |
| Integrations       | View                                   | View integration connections.                                                                                                         |
| Integrations       | Edit                                   | Create, edit, and remove integration connections. Requires Action Pages: View and Integrations: View.                                 |
| Integrations       | Export                                 | Export integrations as a CSV. Requires View.                                                                                          |

In the Help Center, we write these as "\[Area]: \[Permission] permissions," for example **Finance: View Transactions permissions**.

## Common Use Cases

| Use case             | Typical approach                                                                                              |
| -------------------- | ------------------------------------------------------------------------------------------------------------- |
| Page editors         | Action Pages: View and Edit. Leave Finance and Billing Agreements off.                                        |
| Finance only         | Finance: View, Edit, and Export for transactions and commitments. Leave Action Pages: Edit off.               |
| Consultant or vendor | Only the Action Pages or Billing Agreements permissions their work needs. Remove the user when the work ends. |
| Fundraising manager  | Action Pages and Relationships permissions. Leave Edit Bank Accounts and Edit Users off.                      |
| Team-based roles     | Pair a permission set with [Teams](/settings/access/teams.md) to limit which Action Pages a user sees.        |

## Create A Permission Set

To create a permission set:

1. Go to **Settings > Access > Roles**.
2. Click **New role**.
3. Enter a **Role name**. Each name must be unique in your account.
4. (Optional) Under **Copy permissions from**, choose an existing permission set to start from.
5. Turn on the permissions you need. Use **Search permissions** to find one quickly.
6. Click **Create role**.

The new permission set appears in the Roles list and can be assigned to users.

{% hint style="info" %}
To clone Action Pages, users need **Billing Agreements: View** permissions, because cloning copies a page's Billing Agreements. See [Billing Agreements](/settings/finance/billing-agreements.md).
{% endhint %}

## Edit Or Delete a Permission Set

To edit or delete a permission set:

1. Go to **Settings > Access > Roles**.
2. Click the permission set.
3. Change its name or permissions, then click **Save role**. To delete it instead, click **Delete role**, then confirm.

Changes apply to every user who has that permission set. You can delete a permission set only when no users have it. Move those users to another permission set first.

## Assign A Permission Set

To assign a permission set:

1. Go to [**Settings > Access > Users**](/settings/access/users.md).
2. Click the user's name.
3. Under **Role assignment**, choose the permission set.
4. Click **Save**.

## Related Articles

* [Users](/settings/access/users.md)
* [Teams](/settings/access/teams.md)
* [Terminal](/finance/internal-processing/terminal.md)
* [Billing Agreements](/settings/finance/billing-agreements.md)
* [Vendor & Client: Best Practices](/settings/access/vendor-client-best-practices.md)


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