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v 2.2 ; 9/15/2023

 

 

gomanager roles 

 

This guide walks through the steps needed for users to have the required access to utilize entities within GOapply and impersonate donors in GOfund.

 

important to note

 

The GOmanager security group role is necessary for anyone in your organization who will need to:

  • Build applications using GOapply v2
  • Impersonate a donor in GOfund
  • Access Reviewer Reports

To add these security roles, steps must be done by a user with Admin roles.

 

It is also important to note that while the User Group “GOmanager” and the Security Role “GOapply Administrator” could be interpreted as foundation management roles, it is only referring to the access needed for GOapply specifically. No other higher level access permissions will be part of these roles.

part one: adding user to gomanager group in admin center

 

From any page in akoyaGO:

 

  • Click on the “waffle” in the upper left corner (9 dots)
  • Select the Admin App

 

 

 

Once in the Admin Center, follow the below navigation steps:

 

  1. Under the Users drop-down, select Active Users
  2. Find and select the User
  3. Click on Manage Groups
  4. Click on Assign memberships
  5. Find and select the GOmanager Users group
  6. Click Add

 

 

After adding the GOmanager group, the record will be saved automatically.

 

 

part two: Adding gomanager user role in akoyago

 

Note: The GOmanager security group must be added to the user in the Microsoft Admin center prior to the following steps 

 

Follow the below navigation steps to assign the GOmanager security role:

 

  1. Click on the Gear icon in the upper right corner
  2. Select Advanced Settings
  3. Click on the drop-down arrow next to Settings
  4. Select Security settings area
  5. Click on Users

 

 

 

 

  1. Ensure that you have the “Enabled Users” list selected
  2. Find and select the User
  3. Click on the Manage Roles button in the upper ribbon
  4. Find and select the GOapply Administrator role
  5. Click OK to save

 

After clicking OK, the record will show a progress bar and automatically Save the settings.

 

The User with newly assigned membership and security role will need to log out of the system, and log back in to see the changes to access.

 

Keywords: gomanager, goapply, permissions, reviewer access, security roles, goapply access, impersonate permission
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