Charitable Documentation

Learn how to make the most of Charitable with clear, step-by-step instructions.

User Roles and Permissions

Charitable adds two new user roles. In addition, Charitable Ambassadors adds an additional user role.

Roles

Donor

The donor role is given to users after they make a donation.

Permissions:

  • read

Campaign Manager

The campaign_manager role gives a user the ability view Charitable campaigns and donations in the admin, without being able to change settings.

Campaign managers have the same capabilities as an Editor in addition to a few Charitable-specific permissions.

Permissions:

  • view_charitable_sensitive_data
  • export_charitable_reports
  • read
  • delete_posts
  • edit_posts
  • delete_published_posts
  • publish_posts
  • upload_files
  • edit_published_posts
  • read_private_pages
  • edit_private_pages
  • delete_private_pages
  • read_private_posts
  • edit_private_posts
  • delete_private_posts
  • delete_others_posts
  • delete_published_pages
  • delete_others_pages
  • delete_pages
  • publish_pages
  • edit_published_pages
  • edit_others_pages
  • edit_pages
  • edit_others_posts
  • manage_links
  • manage_categories
  • moderate_comments
  • import
  • export
  • unfiltered_html

Campaign Creator (Ambassadors only)

The campaign_creator role is added to a user after they make a campaign.

Permissions:

  • read
  • edit_campaigns

Custom permissions

  • view_charitable_sensitive_data
  • export_charitable_reports
  • manage_charitable_settings
PermissionRolesDescription
view_charitable_sensitive_dataCampaign Manager, AdministratorAllow a user to view, create and edit campaigns, donations, campaign categories and campaign tags in the WordPress dashboard.
export_charitable_reportsCampaign Manager, AdministratorAllow a user to export Donations or Campaign reports.
manage_charitable_settingsAdministratorAllow a user to manage the Charitable settings.

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