gomanager security group and goapply administator security role

 

This guide covers required permissions to access tables within GOapply area of akoyaGO, to access GOmanager Form Builder, and to impersonate users in GOapply and donors in GOfund.

 

Gomanager Security group and goapply administrator security role overview

 

A user must be part of the GOmanager Security Group to:

• Build phases using GOapply (in Advanced Form Builder OR Simple Form Builder)
• Impersonate a GOapply User 
• Impersonate a GOfund User

 

A user must have the GOapply Administrator Security Role assigned to read and edit records in GOapply tables including: Add GOapply Users, GOapply Opportunity, GOapply Phases, GOapply Settings, GOapply Status Trackings, GOapply Users. This Security Role should be assigned to any akoyaGO user who will be responsible for managing GOapply records, submissions, and users. 

 

To impersonate a GOapply User, an akoyaGO user must be part of the GOmanager Security Group AND have the GOapply Administrator Security Role assigned. The GOapply Administrator Security Role is needed to access the GOapply Users table. You must be a member of the GOmanager Security Group to impersonate.

 

To impersonate a GOfund User or build a Custom Recommend a Grant Form, a user must be part of the GOmanager Security Group only.

 

Though access to the “GOmanager” Security Group and the “GOapply Administrator” Security Role could be interpreted as foundation management roles, this group and Security Role are only referring to the access needed for GOapply/GOfund specifically. No other higher level access permissions will be part of these roles.

adding user to gomanager group in microsoft admin center

 

Members of the GOmanager Group are managed in the Microsoft Admin Center. Please note you must be a Foundation Admin to access the Microsoft Admin Center.

 

To access the Microsoft Admin Center:

 

• Click on the App Launcher in the upper left corner (9 dots)
• Select the Admin App

 

 

 

Once in the Admin Center:

 

1. Select Active Users from the side navigation bar
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.

 

 

Adding goapply administrator 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 

 

To assign the GOapply Administrator Security Role for a user, follow the steps in the Managing Roles within akoyaGO section of the Onboarding and Offboarding Users (Admin Guide).

 

More information on the GOapply Administrator Security Role and the permissions it grants can be found in the CRM Standard User Roles KA.